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Sovereign Family Office SovereignGroup.com

INTRODUCING SOVEREIGN FAMILY OFFICE

Sovereign Family Office (SFO) is the division of The Sovereign Group that brings together a range of key wealth management tools to create a one-stop shop to manage the assets and meet the service needs of our high net worth clients and their families.

“A mechanism for The overriding objectives for SFO are to Established in 1987, The Sovereign the control and provide clients with a mechanism for the Group’s core business is the setting up and consolidation of control and consolidation of family wealth, managing of companies, trusts and other family wealth.” a higher degree of confidentiality and to structures to meet the specific personal gain benefits of scale in terms of both or business needs of our clients. Typically buying power and operational efficiencies. these needs would include planning, wealth protection, property ownership In addition to the investment-related and facilitating cross-border business. and financial advisory services offered by Sovereign Asset Management (SAM), As a member of The Sovereign Group, SFO is able to call upon the expertise and SFO has direct representation in 25 services of other Sovereign Group offices countries worldwide and enjoys an and subsidiaries in areas such as legal excellent reputation for its professionalism, services, insurance, accounting and dependability and friendly efficiency. Chris Wake tax advice. ‘Dali Is Not Crazy’ Finalist: The 2008 Sovereign Asian Art Prize

WEALTH PRESERVATION AND CREATION

The variety of commercial and personal interests within a high net worth family can be wide-ranging and changeable, while the expectations for performance and service quality are high. As an independent wealth manager, Sovereign Family Office will ensure that we fully understand your family’s needs and aspirations and then tailor our services – “ We will ensure that and those of any third-party providers – to ensure that these are fulfilled in the most we fully understand integrated and cost-effective way. your family’s needs People are increasingly mobile and family , accountants and company and aspirations.” members and assets may be spread all and fund administrators. The depth of this over the world. The global reach of the collective strength enables us to interact Sovereign Group enables SFO to provide independently with the wealth management local expertise on an international scale and industry and to tailor solutions for allows our clients access to a global service supporting families, partnerships and from a local point of delivery. This means businesses worldwide. we can help families wherever they are – or wherever they want to be. SFO is committed to delivering a genuinely objective and impartial family Our team of professionals is drawn from wealth management service, as well as Daniel Canogar varied but complementary backgrounds, enhanced levels of oversight and security. ‘Enredos 2’ Finalist: including asset managers, bankers, The 2008 Sovereign European Art Prize

RANGE OF SERVICES

“ A comprehensive Sovereign Family Office provides a comprehensive range of wealth management services: range of wealth management • Private banking introductions services.” • Investment monitoring • Reporting and record keeping • Wealth management • Fund establishment and management • Accounting services • Insurance services • Property holding structures • Tax and succession planning • Trustee services • Company incorporation and management • Aircraft and yacht registration David Mach ‘Mona Lisa’ Private Collection

PEACE OF MIND

Sovereign Family Office has two strategic goals: to preserve existing wealth and enhance future growth.

“ The common theme Every high net worth family is unique for all our clients is that they want for all our clients is but many family office issues are similar sophisticated, independent and impartial that they want – asset structuring, investments, global advice. Above all, confidentiality is sophisticated, custody, due diligence, reporting, always a priority. tax and succession planning, as well as independent and family and corporate governance. We Our valued relationships with private impartial advice.” will consolidate the complexities of your banks and investment managers are family affairs and business interests into a prerequisite for SFO’s ability to an integrated and well-regulated process provide individual and specialist advice. that will assist all generations. We will genuinely seek out the best services and opportunities to enhance In addition to providing sustained, your wealth, as well as to secure it. coordinated support to help your family manage routine financial affairs, SFO SFO’s clients can be assured of the will consult on specific wealth planning highest levels of attention and discretion Andreas Hagenbach issues as they arise. The common theme at all times. ‘Euphoric Climate’ Finalist: The 2009/10 Sovereign European Art Prize Simon Birch ‘The Two THE SOVEREIGN GROUP Thousand Words’ Four times finalist of The Sovereign Asian Art Prize ABU DHABI SEYCHELLES Tel: +971 2 495 2786 Tel: +350 200 76173 Tel: +852 2542 1177 Tel: +248 321 000 [email protected] [email protected] [email protected] [email protected]

BAHAMAS RegisterAnAircraft.com Sovereign Accounting Services Tel: +1 242 322 5444 Tel: +350 200 44620 Tel: +852 2868 1326 Tel: +65 6222 3209 [email protected] [email protected] [email protected] [email protected]

BRITISH VIRGIN ISLANDS RegisterAYacht.com Tel: +1 284 495 3232 Tel: +350 200 51870 Tel: +44 (0)1624 699 800 Tel: +27 21 683 1045 [email protected] [email protected] [email protected] [email protected]

CHINA Sovereign Accounting Services Tel: +8621 6103 7089 Tel: +350 200 48669 Tel: +356 21 228 411 Tel: +41 (0)21 971 1485 [email protected] [email protected] [email protected] [email protected]

CYPRUS Sovereign Asset Management TURKS & CAICOS ISLANDS Tel: +357 25 733 440 Tel: +350 200 41054 Tel: +230 403 0813 Tel: +1 649 946 2050 [email protected] [email protected] [email protected] [email protected]

DENMARK Quest Sovereign THE NETHERLANDS Tel: +45 4492 0127 Insurance Services Tel: +31 (0)20 428 1630 Tel: +44 (0)20 7389 0644 [email protected] Tel: +350 200 44609 [email protected] [email protected] [email protected] DUBAI NETHERLANDS ANTILLES URUGUAY Tel: +971 4 448 6010 Tel: +599 9 465 2698 Tel: +598 2 900 3081 [email protected] Tel: +44 (0)1481 729965 [email protected] [email protected] [email protected] www.SovereignGroup.com Tel: +351 282 340 480 [email protected]

Sovereign Trust (Bahamas) Limited is licensed as a Financial Corporate Service Provider – Licence No: 153 / File No. 157. Sovereign Trust (Gibraltar) Limited is licensed by the Financial Services Commission of Gibraltar – Licence No: FSC 00143B. Sovereign Asset Management Limited is authorised by the Financial Services Commission of Gibraltar to conduct investment business. Sovereign Insurance Services Limited is authorised by the Financial Services Commission of Gibraltar as a general and life insurance intermediary. Sovereign Trust (Isle of Man) Limited is licensed by the Isle of Man Financial Supervision Commission as a Corporate Service Provider (Licence No. 43,215) and as a Trust Service Provider (Licence No. 43,521). Sovereign Trust (Malta) Limited is authorised to act as a Licensed Nominee. Sovereign Trust (Mauritius) Limited is licensed as a Management Company –Management Licence No. MOBAA/6831. Sovereign Trust (Netherlands) BV is licensed as a Trust Company by the Dutch National Bank – Licence No. 34108349. Sovereign Trust (TCI) Limited is licensed by the Financial Services Commission of the Turks & Caicos Islands – Licence No: 029. Sovereign Trust (Channel Islands) Limited is licensed by the Guernsey Financial Services Commission. RANA is a company incorporated in the Turks & Caicos Islands and is a member of The Sovereign Group.

General Enquiries Tel: +350 200 41054 Suite 2B, Mansion House RSA: +27 21 683 1045 143 Main Street, Gibraltar UAE: +971 4 448 6010 [email protected] www.SovereignGroup.com

Images reproduced by kind permission of The Sovereign Art Foundation – a charity registered in Hong Kong and the UK. The Foundation raises substantial funds for charity through its annual art prize competitions. For details, please visit www.SovereignArtFoundation.com Valentina D’Amaro

Design: Alan Pitchforth / [email protected] ‘Untitled’ Finalist: Risk Warning: This document does not constitute an offer to sell or an invitation to subscribe for, or the solicitation of an offer to buy The 2009-10 Sovereign or to subscribe for any particular investment and is not for distribution to anyone other than clients of The Sovereign Group nor should it be copied or distributed by recipients to any other persons. Past performance is not necessarily a guide to future European Art Prize performance and the value of an investment and the income arising from it can go down as well as up and could result in the loss of capital. The value of some investments may be influenced by changes in exchange rates.