At Sorren, we provide Family Office Solutions that simplify the complexities of overseeing your family enterprise with diligence and care. When family affairs have grown from a household with significant wealth into an enterprise with significant responsibility and complexity, we are here to help. We understand that no two family enterprises are alike, so we listen first and then craft strategies that meet your unique goals.
We know your most precious resource isn’t something you can buy, it’s time. We partner with you for everything from bookkeeping to private aircraft services so you can focus on what truly matters. Your family, your business, and your legacy.
We know that your world is multifaceted. From organizing financial affairs and implementing philanthropic plans to coordinating with household managers and beyond, we prioritize alleviating the weight of managing it all.
Full
Our comprehensive and collaborative approach covers all aspects of Family Wealth, enabling our team to create a tailored strategy that maximizes value and aligns with your unique circumstances.
Lite
A package that provides families with a clear understanding of their financial situation. We’re here to make the complex seem manageable, the daunting seem achievable, and your goals seem within reach.
Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.
