Private Advisory
For those carrying a great deal, often quietly.
Private advisory for individuals, couples, families, and leaders navigating complexity, transition, and the demands of private life.
About
Carrie Conte Sorenson
Carrie Conte Sorenson has spent more than two decades working at the intersection of family, wealth, and private life, advising individuals and families across a wide range of complex private circumstances.
Her work has unfolded quietly and without institutional affiliation, shaped by the needs of people whose lives often require unusual discretion, steadiness, and sound judgment.
She is known for a way of working that is thoughtful, contained, and responsive to the realities her clients are carrying. Her practice is grounded in trust and discretion.
Carrie accepts a limited number of engagements at any given time.
New relationships begin with a quiet, candid conversation.
Contact
Begin a Conversation.
To inquire about availability or a possible engagement, please complete the form below.
Engagements typically begin with an initial 90-minute consultation. Ongoing advisory relationships are offered on a retainer basis, with a three-month minimum.
Consultations are available by appointment, in person or virtually, with ongoing support tailored to client needs between meetings.