SERVICES

fiscal assistanceManagement 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.

property managementInternational 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.

fiscal assistanceCoordination 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.

property managementGlobal Relocations

Helping families with their global relocations including necessary visa or residency card applications.

fiscal assistanceFamily Office Support Services

Offering support to family offices including coordinating their setting up in the Principality.

property managementAssisting with Family Management and Governance Objectives

Helping families come together to decide on their objectives for the future and how to achieve these.

fiscal assistanceManaging the Philanthropic Wishes of Individuals and Families

Assisting in the realisation of philanthropic wishes and supervising the making of gifts to organisations.

Establishing companiesEstablishing 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 TrustsAdministration of companies and Trusts

Administration of companies in Monaco and abroad. Providing director, shareholder and secretary services.

Real Estate mattersReal 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.

TrustsTrusts

Establishing trusts in Monaco and other jurisdictions, including Private Trust Companies, acting as trustee and managing trusts.

Fiscal MandateFiscal Mandate

Acting as Fiscal Representative.

Accounting and Analytical AssessmentAccounting and Analytical Assessment

Working with local and international accountants to provide detailed accounting and financial reporting as well as risk assessment.

property managementCommercial and Contractual

Assistance with reading and reviewing all types of personal and business contracts. Sourcing the best third party advisers such as lawyers, accountants and bankers, ensuring that tight budgetary requirements are met. Commercially negotiating deals on the client’s behalf, removing the day to day time and management involved in such operations.

fiscal assistanceInternational Strategic Advice

Assisting clients in all aspects of their daily management and living, recognising clients needs and providing a coordinated response to ensure a smooth, efficient and hassle free lifestyle. Providing and implementing strategic development advice.

property managementProject Management of Transactions

Restructuring of companies corporate and operational structures. Due diligence assessments. Implementing corporate governance procedures to protect both companies, directors and shareholders. Pre-deal, deal completion and exit services for buyers and sellers. Business plan drafting, assessments and valuations.

fiscal assistanceAdministrative and Fiscal Assistance 

Reviewing current operational procedures. Assessing current business risks and developing and implementing solutions for client’s operational, contractual and fiscal systems and procedures.

property managementBusiness Advisory Services

Reviewing and implementing corporate structures, internal business policies and procedures, data protection and IT issues, quality control, anti-money laundering, anti-corruption and environmental policies, banking compliance obligations and financing human resource needs.