First Multi-Family Office in Monaco

Genus Advisor: Pioneering the First Multi-Family Office in the Principality of Monaco

Logo Genus Advisor
Proudly standing as the inaugural Многосемейный офис в Монако (Multi-Family Office in Monaco), Genus Advisor has carved a unique niche in the heart of this prestigious principality. Established as the first MFO authorised under the groundbreaking law 1.439/2016, Genus emerged from a vision to redefine bespoke estate planning and family wealth preservation. Our foundation is built on the expertise of seasoned Partners who, over the past two decades, have dedicated their careers to serving High Net Worth families with unparalleled professionalism.

At Genus, trust and confidentiality are not mere words but the bedrock of our philosophy. We are committed to safeguarding and passing down family legacies to future generations, ensuring that every decision is made with the utmost discretion and care. Unlike traditional financial advisory firms, Genus deliberately refrains from offering direct financial estate management services. This choice guarantees absolute transparency and independence, empowering our clients to evaluate financial intermediaries without bias or conflict of interest.

MANAGEMENT: Crafting a Global Strategy for Family Wealth

In an increasingly interconnected world, the diversification of family economic interests demands a presence across multiple jurisdictions. At Genus, we understand that compliance with local regulations and strategic tax planning are paramount to protecting and enhancing family assets. Our expertise in estate planning ensures seamless intergenerational transitions, while our focus on Family Governance provides a robust framework for long-term harmony and stability. As the leading Многосемейный офис в Монако, we are your trusted partner in navigating the complexities of global wealth management with precision and foresight.

LEGAL AND TAX ADVISORY SERVICES: Adapting to a Dynamic World

The ever-evolving global landscape requires constant adaptation and meticulous planning. Whether it’s acquiring luxurious immovable properties, exquisite works of art, or majestic yachts, Genus is equipped to guide you through every step. Our in-house expertise, complemented by a trusted network of external specialists, ensures that every project is executed with finesse, offering our clients complete peace of mind. From intricate legal structures to sophisticated tax strategies, we tailor solutions that align with your unique aspirations.

REPORTING: Clarity and Control at Your Fingertips

Transparency is at the core of our service. Genus provides regular, easy-to-understand feedback on investments, delivering a real-time snapshot of your asset portfolio. Upon request, we conduct specialised audits for risk analysis or investment reviews, ensuring strict adherence to compliance standards and regulations. Our reporting mechanisms are designed to empower you with the knowledge and control needed to make informed decisions about your family’s wealth.

ADMINISTRATIVE AND CONCIERGE SERVICES: Simplifying Life’s Complexities

Beyond wealth management, Genus takes pride in orchestrating the finer details of family life. From securing ВИДА НА ЖИТЕЛЬСТВО в Монако (residence permits in Monaco) to managing local administrative formalities and coordinating household staff, our comprehensive concierge services are tailored to alleviate the burdens of daily organisation. As your dedicated Многосемейный офис в Монако, we strive to simplify your life, allowing you to focus on what truly matters with serenity and confidence.

OUR PARTNERS: The Pillars of Genus Advisor

At the heart of Genus lies a commitment to understanding and addressing the unique needs of each family we serve. Defining the role of our Multi-Family Office begins with a deep dive into your specific requirements, crafting bespoke services that resonate with your vision. Our Partners are not just advisors but trusted confidants, dedicated to enhancing your peace of mind.

• Enrico Feraboli – Chairman
  Enrico, a Certified Public Accountant and Auditor, brings a wealth of experience to Genus Advisor. His career began at Semeria & Associati in Sanremo, Italy, before he transitioned to Monaco, serving as Trust & Corporate Manager for Compagnie Monegasque de Banque. Since 2004, Enrico has operated as an independent entrepreneur, specialising in legal and tax advisory services. A STEP member since 2008, he is fluent in Italian, English, and French, ensuring seamless communication with our diverse clientele.

• Laura Bonventre – Managing Director
  Laura, a seasoned Lawyer, embarked on her professional journey at Piergrossi Bianchini Eversheds in Rome, Italy, focusing on international and community law. Since relocating to Monaco in 2006, she has excelled as an administrator at Cofimo SAM, honing her expertise in client care, legal consultancy, inheritance planning, and residence transfers. Fluent in Italian, English, and French, Laura is a cornerstone of our client-centric approach.

CONTACT US: Your Gateway to Excellence

Logo Genus Advisor
As the first Многосемейный офис в Монако, Genus Advisor invites you to experience a new standard of family office services in the Principality of Monaco. Connect with us to explore how we can support your family’s legacy and simplify your life’s priorities, including assistance with ВИДА НА ЖИТЕЛЬСТВО в Монако.

Address: 5 bis, avenue Princesse Alice, MC 98000 MONACO
Email: [email protected]
Phone: +377 97 77 41 37

At Genus Advisor, we are more than a Multi-Family Office; we are your partners in preserving wealth, protecting legacies, and embracing the future with confidence. Let us guide you through the intricacies of wealth management and family governance in the unparalleled setting of Monaco.