Sovereign has a presence in over 20 countries, they offer corporate, private client and retirement planning services and serve corporates, private investors, HNWIs and their families globally.
Shelley Wren, Head of Business Development at Sovereign, has over thirty years’ experience in investment advisory working with high net worth investors. Shelley works closely with Sovereign’s Wealth Management and Retirement Planning teams and is able to make recommendations according to clients’ needs and objectives to guide them through the complexities of acquiring international investment property, of using trusts, foundations, funds and companies worldwide, to structure, develop and maintain individuals’ assets for secure wealth succession planning. In addition, and working with the Sovereign Portugal team, Shelley can advise clients on their Non Habitual Resident and Golden Visa applications to ensure maximum tax benefits for their clients.
We welcome Shelley Wren, Head of Business Development at Sovereign.
🎙️ Key Takeaways from our conversation include:
1. What motivates Sovereign's clients from exploring the tax and immigration solutions in Portugal.
2. What solutions Portugal offers budding entrepreneurs.
3. Where demand is pouring in from for Portugal and why.
4. The deep understanding Sovereign has of global citizens, digital nomads, and international expats.
Read more about Sovereign Group on CP- www.civitaspost.com our conversation was initially recorded in June '22. To get in touch with our guest Shelley Wren to explore Portuguese company formation, relocation, immigration, investment or advisory services you can email shelley.wren@sovereigngroup.com or visit www.sovereigngroup.com
NOTE: Portugal's Golden Visa is under contentious public debate with its closure impending, listeners are advised to avail sound legal and fiscal guidance on any potential residency programs to ensure they are the latest available.