At Sorren, we offer more than just accounting expertise. We’re your partner in preserving and growing your wealth with strategies tailored to your unique family and business structures for ultra high-net worth clients.
From navigating tax complexities to staying on top of deadlines and compliance, we’re proactive in helping you minimize liability, reduce risk, and make informed decisions.
You’ll benefit from personalized financial plans backed by deep expertise across multiple disciplines, all delivered through a single, dedicated point of contact. Because great outcomes often require collaboration, we also work closely with your trustees, attorneys, and insurance consultants to ensure that every angle is thoughtfully covered.
Whether your goals are five, ten, or twenty years down the road, we start with where you are today. Through meaningful discussions about upcoming life events and long-term objectives, we help create a roadmap for success that’s clear and actionable.
It’s not just about meeting milestones, it’s about feeling confident every step of the way. We work with ultra high-net worth clients to build the foundation for financial success together.
Family Office Services
High-quality, value-added services that seamlessly help navigate the complex world of significant wealth.
Financial & Income Tax Planning
Unlock new opportunities and reduce or eliminate income tax through proactive, personalized planning.
Estate, Trust & Gift Planning
Preserve your legacy and protect your wealth with strategic gift, estate, and trust planning tailored to your goals and family priorities.
Succession & Transfer Planning
Secure the future of your business and family wealth with strategies that align with your long-term vision and minimize tax impact.
Closely-Held Business
Strategic guidance that balances personal priorities with business goals, helping you grow, transition, and build lasting legacies.
Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.
