About
Carrie Conte Sorenson
Carrie Conte Sorenson has spent two decades working at the intersection of family, wealth, and private life.
Her work has included executive advisory and support to individuals and families navigating complexity, transition, and the demands of private life.
She has worked with individuals and families across a wide range of private circumstances, always with discretion and without institutional affiliation.
Her work is grounded in trust, discretion, and clear judgment.
Carrie accepts a limited number of engagements at any given time. New relationships begin with a private conversation.
Philosophy
The most consequential advisory relationships are built on trust, not transaction. Carrie does not manage assets, sell products, or represent any firm. Her sole obligation is to the client.
Each engagement is shaped entirely by the individual or family she is working with — their circumstances, their priorities, and the pace at which they wish to move. There is no prescribed methodology, no institutional framework, and no competing interest.
Discretion is not a feature of the work. It is the foundation of it.
New relationships begin with a private conversation.