Located in New York City, we’re at the crossroads of global finance, yet we maintain the intimate feel of a trusted family advisor. Here, everything we do is personalized. We get to know you – not just your financial goals but your family’s values and aspirations. Whether it’s crafting strategies for wealth growth, navigating estate laws, optimizing your tax scenario, or guiding your philanthropic passions, we handle all aspects with a bespoke approach that’s as unique as your family.

Our team is a small, tight-knit group of experienced professionals who know the markets inside and out and care deeply about the people we serve. We’re always on the lookout for the best tools and insights to keep your portfolio performing optimally, marrying time-tested strategies with cutting-edge technology.

At Sobrama Group, we’re more than just your advisors. We’re your partners in building a lasting legacy. We pride ourselves on the trust we create and the peace of mind we provide, allowing you to focus on what matters most – your family.