Family Offices Services
Relocation
Monaco is one of the world’s most popular places to live, with an ever-increasing number of residency applications each year. Through our comprehensive relocation service we guide you in obtaining a Monaco residency permit (carte de séjour), ensuring a smooth and stress-free transition.
We can assist with:
- Liaising with real estate agents
- Opening bank accounts
- Sourcing required documents
- Preparing application dossiers
- Coordinating with authorities
- Preparing for interviews and official meetings
- Collecting official documents
Wealth Review
We help clients define their financial goals and evaluate their current wealth structure to supports those objectives.
Our analysis covers:
- Allocation and performance
- Fees and costs
- Structuring
- Risk
We provide tailored strategic recommendations to ensure your strategies align with your long-term aspirations.
Monitoring & Consolidated Reporting
Managing multiple advisers, managers and accounts can be overwhelming. We take on the responsibility of monitoring these relationships, consolidating insights and providing clear, actionable reports.
We deliver custom, hand-crafted financial reports that consolidate data from multiple investment accounts, asset classes, and custodians into a single, easy-to-read document. Unlike many firms that rely on automated software, we tailor reports to each client’s needs, providing a truly personalised overview of their financial position.
Transaction Support
With extensive experience in complex transactions, including real estate, yachting, mergers & acquisitions, and other high-value deals, we act as a trusted intermediary. Our team coordinates with advisers and agents worldwide, ensuring smooth execution while managing timelines and key action points.
TAX
With expertise in international taxation, we provide clear, consolidated advice to help clients navigate their tax obligations. Working alongside trusted partners when needed, we address potential tax issues to avoid surprises and ensure compliance.
