Sophos Advisors

Asset ManagerMiami, United States
Miami
Headquarters

About Sophos Advisors

Sophós Advisors is an independent consulting firm headquartered in Miami, with over 25 years of experience within the international financial services industry. We bring together global providers to provide families and business groups with the necessary tools to meet their unique risk management requirements. We advise high net worth families and businesses on how to use various risk management tools to achieve their planning objectives, with particular expertise in life insurance solutions as a wealth transfer planning tool. Sophós Advisors is well positioned to offer its clients independent advice, free of conflicts of interest, by representing our clients in the worldwide insurance marketplace. Our independent platform allows our team to combine diverse insurance and risk management providers, such as life insurance, property & casualty and captives to provide a tailored and comprehensive solution to our customers.

Preferred Investment Types

Joint Venture/PartnerPhilanthropyLong-Term InvestmentsGrowth Capital

Preferred Sectors & Themes

AnnuitiesCapital MarketsCharitable InvestmentsInvestment ManagementLegal & Tax ServicesRetirement PlanningWealth & Estate PlanningInsurance Products & ServicesReinsuranceMulti-Asset InvestingReal AssetsBusiness & Administrative ServicesResearch & Consulting ServicesESG & SustainabilityImpact InvestingCorporate Finance ConsultingDiversified Finance Consulting FinanceInsurance Services

Preferred Geographies

United StatesEuropeMiddle East

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Frequently asked questions

What type of investor is Sophos Advisors?

Sophos Advisors is a asset manager based in Miami, United States.

Where is Sophos Advisors headquartered?

Sophos Advisors is headquartered in Miami, United States.

What does Sophos Advisors invest in?

Sophos Advisors focuses on Joint Venture/Partner, Philanthropy, Long-Term Investments, Growth Capital, Annuities, Capital Markets, Charitable Investments, Investment Management.

How can I contact Sophos Advisors?

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