Complex Wealth Management

At Sophia we understand that the financial landscape is becoming increasingly complex and a higher level of expertise may be called for. Whether that means you need to create a family trust, write a business succession plan, or start a charitable foundation as part of your financial plan, we will identify and work with you to bring in the appropriate skilled professionals to meet your needs. 

We maintain a network of highly competent professionals in many different fields ranging from legal to cross border taxation, to business development, and can build a team around you to ensure that you have access to the sophisticated professional advice that you require. We will work with you to ensure all your financial needs are addressed with expertise and in a timely fashion.