DISCOVER OUR PROFESSION
360° Expertise for Your
Wealth and Family
OUR APPROACH
A single point of contact at your disposal, supported by a multidisciplinary team at your service:
Our Multi Family Office consists of a team of multi-disciplinary experts who can identify, advise and address the challenges Private Families face in holding and transferring their assets in an international context.
This comprehensive, cross-functional support enables us to advise and assist families in the anticipation and day-to-day governance of their legal entities and the monitoring of their assets worldwide from our base in the Principality of Monaco.
Our Approach is based on two pillars:
The Asset
Engineer
Is responsible for structuring and securing assets and supporting their development:
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Gathering information on the family's needs and wishes (change of residence, transfer of family group, marriage, inheritance during lifetime, birth, acquisition, etc.)
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Conducting a wealth audit (household situation, place of residence for administrative and tax purposes, situation of personal assets held: property, art, valuables and finally the situation of professional assets held) and highlight the resulting impacts
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Suggesting restructuring options that meet the family's wishes, while anticipating the impact on the estate
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Recommending ways to diversify your assets according to the composition of your assets and your wishes
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Identifying investments in line with the defined strategy (property, furniture, etc.)
The Asset Coordinator
Is responsible for implementing the Engineer's solutions, coordinating all involved parties and supporting the family in the day-to-day management of its affairs:
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Implementing solutions in coordination with the professionals involved
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Monitoring and organising the day-to-day administrative and financial management of your assets
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Rationalising costs (insurance, contracts, service providers) and consolidating assets