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Wealth administration

The service assist the client in defining investment and strategies and monitoring the global assets of the clients.

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WEALTH ADMINISTRATION

We offer assistance with all phases of wealth management

Definition of objectives

Identifying individual and family needs in order to define the objectives

Identifying the best solution

Choosing a manager for each asset (financial, real estate, works of art)

Risk Management

Risk control and check of applied costs

Control and verification

Report and analysis of the financial performance and consolidated asset allocation.

Tax reporting

Centralisation and standardisation of tax reporting processes

Who is this service meant for

  • Individuals who need support with wealth management, investments and administration

  • Wealth consultants looking for professionals specialised in the Monegasque market

WORKING TOGETHER

How we develop a winning business project

Thanks to extensive knowledge of the reference market, we offer our customers continuous assistance during the creation and management of their business projects.

Each business project is divided into several phases to allow for the achievement of the expected objectives:

  • Analysis of the project and objectives
  • Analysis of the regulatory and legal aspects
  • Competitive analysis and business strategy planning
  • Project execution
  • Constant verification and implementation of eventual corrections

Services

Other services

All consulting, assistance, planning and administration services for companies, start-ups and professionals.

Thanks to the best professonials in the Principality of Monaco, we provide our users with competitive ideas, complete assistance and customised services.

BUSINESS CONSULTING

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TAX CONSULTING

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LEGAL AND COMPLIANCE ASSISTANCE

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TRUST, ESTATE PLANNING AND FOUNDATIONS

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ADMINISTRATIVE CORPORATE AND ACCOUNTING SERVICES

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HOME SERVICE and CONCIERGERIE

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WEALTH ADMINISTRATION

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ART MANAGEMENT AND CONSULTING

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