Multi-Family Office

Monaco Private Advisory: Elevating Your Legacy Through Bespoke Wealth Solutions

At Monaco Private Advisory Multi-Family Office, we don’t just manage wealth—we cultivate it with precision, discretion, and foresight. As your trusted partner in Monaco, we provide comprehensive, tailored solutions designed to protect, grow, and seamlessly transition your family’s assets across generations.

Our Commitment to Excellence

Confidentiality. Availability. Transparency. Trust.
These principles form the foundation of every interaction, ensuring that your wealth is safeguarded with the highest standards of professionalism and integrity.

Our Philosophy: Bespoke Wealth Mastery

We believe that true wealth management extends beyond numbers—it requires strategic vision, legal acumen, and a deep understanding of your unique aspirations. Our multidisciplinary expertise allows us to navigate complex financial landscapes while keeping your objectives at the forefront.

Our Services: A Holistic Approach to Wealth

1. Private Structuring & Asset Optimization

• Wealth Structuring: Tailored solutions to enhance liquidity, mitigate risk, and optimize growth.
• Monegasque Civil Company (SCP) Formation: Establishing robust legal frameworks for asset protection.
• Bank Account Assistance: Streamlined international banking solutions.
• Day-to-Day Asset Management: Proactive oversight to ensure seamless operations.

2. Family Governance & Legacy Planning

• Estate & Succession Planning: Structuring generational wealth transfers with tax efficiency.
• International Succession Settlement: Navigating cross-border complexities with precision.
• Personal Relocation Services: Facilitating seamless transitions into Monaco’s elite ecosystem.

3. Cross-Border Tax & Wealth Strategy

• Global Tax Optimization: Minimizing liabilities while maximizing compliance.
• Wealth Audits (Legal & Fiscal): Comprehensive reviews to align assets with evolving regulations.
• Asset Tax Analysis: Strategic insights to enhance fiscal efficiency.

4. Corporate Structuring & Governance

• Business Formation (SARL, SAM, Sole Proprietorships): Establishing and optimizing corporate entities.
• Legal Due Diligence: Mitigating risks in transactions and operations.
• Corporate Governance Support: Ensuring compliance and operational excellence.

5. Mergers, Acquisitions & Asset Transactions

• Legal & Fiscal Due Diligence: Meticulous assessment for informed decision-making.
• Multi-Professional Coordination: Collaborating with lawyers, notaries, and financial experts for seamless execution.

6. Bespoke Family Office Services

• Lifestyle & Concierge Management: Handling personal and professional administrative needs.
• Vendor & Service Provider Coordination: Sourcing elite solutions for any requirement.

Why Monaco Private Advisory?

Monaco is more than a location—it’s a strategic advantage. With its stable economy, favorable tax regime, and unparalleled privacy, our principality offers the ideal environment for preserving and growing wealth.

Our team combines decades of legal, fiscal, and financial expertise with a client-centric approach, ensuring that every strategy is as unique as your legacy.

Let us guide you beyond wealth management—into wealth mastery.

Contact Monaco Private Advisory today to begin crafting a future defined by security, growth, and enduring prosperity.