Clarity. Control. Legacy.
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.
Spend less time managing and more time living. From bookkeeping to payroll, we’ve got it covered.
We manage invoice processing and vendor coordination through Bill.com, streamlining approvals and payments so you can stay focused on what matters.
From monthly reconciliations to journal entries, we handle the detailed recording of all financial activity across your accounts, credit cards, and entities.
Our quarterly reporting provides clarity to your financial picture, delivering insights into spending, cash flow, private equity, and asset allocation.
We oversee payroll setup and processing, working closely with your provider to ensure employees are paid accurately and filings stay compliant.
Whether it’s managing philanthropic initiatives, coordinating bill pay, or maximizing estate planning strategies, our services are designed to add clarity and ease to your busy life.
We take care of the day-to-day details by managing household bill payments and payroll coordination, ensuring that nothing slips through the cracks.
Whether you’re building a family foundation or managing charitable giving, we help define your mission and handle the logistics, so you can focus on making an impact.
Our team handles your detailed bookkeeping on a monthly, quarterly, or annual basis to give you an accurate view of your finances.
We simplify the personal side of wealth with tailored support ranging from travel coordination to eldercare and household personnel management.
From bank reconciliations to cash flow projections, we help you manage liquidity with precision and foresight.
We help your family define shared values, establish governance structures, and prepare for long-term alignment across generations.
We oversee capital calls, distributions, and K-1 reconciliations while delivering tailored reporting to keep you informed and aligned with your investment goals.
We offer strategic support across the lifecycle of your business, from valuation and acquisition to benefits coordination and private lending assistance.
We help protect what you’ve built with thorough insurance reviews, identity protection, and secure data management, all with coordinated support.
We support every phase of real estate ownership, from coordinating maintenance and usage to managing budgets and reviewing property taxes.
From aircraft purchases to ongoing expense tracking, we manage logistics, operations, and oversight, providing smooth takeoff and landing every time.
Assurance
Insightful assurance solutions that go beyond compliance to strengthen decision-making, improve efficiency, and support your growth.
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Tax
Personalized tax solutions that simplify complexity, minimize risk, and support your financial goals.
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Accounting
Flexible accounting support that scales with your business—bringing clarity, confidence, and expert insight to every stage of growth.
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Advisory
Strategic guidance and solutions that help you or your business grow, adapt, and thrive through every challenge and opportunity.
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Private Client Services
Personalized strategies for ultra-high-net-worth individuals to preserve wealth, minimize tax impact, and plan confidently for the future, wherever life takes you.
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Frequently Asked Questions
We compiled a list of answers to address your most processing questions regarding our Industries.
A traditional family office handles everything from investment management to tax strategy for a single wealthy family. Our Family Office Services take care of the heavy lifting—like bill pay, administrative tracking, payroll coordination, and financial reporting across all your entities—giving your family complete clarity and peace of mind without the high cost of running a permanent, full-time internal staff.
When wealth is spread across various trusts, partnerships, LLCs, and vacation properties, standard bookkeeping falls short. Our outsourced accounting services record and organize all your financial activity, bank accounts, and credit cards into one clear picture. This approach replaces stacks of mixed-up invoices with structured financial reporting, making it easy to track your cash flow and assets.
True legacy management goes way beyond tracking investment returns. It requires family members to stay aligned across generations. Family governance helps your enterprise establish clear decision-making rules, define shared philanthropic goals, and create a solid succession and transfer planning road map to prepare the next generation to manage the family’s assets responsibly.
Managing household bills, vendor invoices, and domestic staff payroll manually creates security risks and takes up valuable time. We use secure platforms like Bill.com for centralized bill pay approvals, which keeps your money moving safely. Our complete risk management approach also covers payroll coordination, regular insurance reviews, and secure data management to shield your family from fraud.
Instead of forcing you to log into dozens of separate bank accounts, our quarterly financial reporting bundles your entire financial ecosystem into a single view. We deliver clean, easy-to-read insights into your active spending, cash flow, private equity investments, and overall asset allocation so you can make confident, long-term financial planning decisions.
Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.
