MONACO BESPOKE PRIVATE OFFICE SERVICES
MBPOS is a progressive, dynamic company providing a tailored service and solution for clients in both their business and private affairs.
With backgrounds in private client and corporate law as well as extensive family office and business advisory experience, we provide a wide range of services with an emphasis on being proactive.
We believe in offering to our clients a truly bespoke service tailored to a client’s individual needs in an efficient and compliant manner.
With an ever-changing world we believe our fresh and personal approach will appeal to those looking to build a strong and enduring relationship based on trust and utmost confidentiality.
With the support of our wide professional network and our cooperation partner in Monaco Ince, we offer a truly international and global service.
Management of Private Non-Financial Assets
Assisting with the management of properties, yachts and private jets including the engagement and payment of staff, the supervision of the maintenance of the assets and possible renovation projects.
International Succession Planning
Helping ensure that wealth remains within the family and is secured for future generations. The coordination of will drafting and other succession planning tools.
Coordination and Structuring Advice on the Acquisition of Private Assets
Assisting with any financing requirements. Coordinating with other professionals including notaries, lawyers, bankers and accountants. Organising surveys and valuations where necessary.
Global Relocations
Helping families with their global relocations including necessary visa or residency card applications.
Family Office Support Services
Offering support to family offices including coordinating their setting up in the Principality.
Assisting with Family Management and Governance Objectives
Helping families come together to decide on their objectives for the future and how to achieve these.
Managing the Philanthropic Wishes of Individuals and Families
Assisting in the realisation of philanthropic wishes and supervising the making of gifts to organisations.
Establishing companies
Assisting with the creation of new SCIs, commercial businesses and private family offices in Monaco and abroad, or restructuring present corporate structures.
Administration of companies and Trusts
Administration of companies in Monaco and abroad. Providing director, shareholder and secretary services.
Real Estate matters
Assisting clients in the entire purchase of properties, including liasing with notaries and banks. Assistance with compliance files and bank finance beauty-parading Setting-up property holding companies and maintaining the administration of these companies.
Trusts
Establishing trusts in Monaco and other jurisdictions, including Private Trust Companies, acting as trustee and managing trusts.
Fiscal Mandate
Acting as Fiscal Representative.
Accounting and Analytical Assessment
Working with local and international accountants to provide detailed accounting and financial reporting as well as risk assessment.