How We Work
A conversation, not
a pitch
Our first conversation is genuinely exploratory — no agenda, no obligation, no sales deck. We want to understand your situation and share how we think. That’s it.
Submit your inquiry
Tell us a bit about where you are and what you’re working toward. Takes 3 minutes.
We'll be in touch
Someone from our team will reach out personally to find a time that works for you.
Introductory conversation
30–45 minutes. We listen first. You’ll leave with a clear sense of what working together could look like.
Priority & Planning Proposal
If there’s a fit, we build a customized Priority and Planning Proposal that maps your whole picture and shows you exactly where we’d start.
Get Started
Tell us about
your situation
Or, give us a call: +1-843-655-1166
Where We Are
Three locations.
One standard.
Wherever you are in your journey, our team is available across offices in South Carolina, New York, and Colorado.
Myrtle Beach
South Carolina
New York City
New York
Golden
Colorado
Mailing Address:
Sovereign Family Office 1113 48th Ave N Ste 119 Myrtle Beach, SC 29577-5441 USA
Contact Us:
+1-843-655-1166
team@newcityfamilyoffice.com