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.
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.
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.
Establishing trusts in Monaco and other jurisdictions, including Private Trust Companies, acting as trustee and managing trusts.
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.
Commercial 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.
International 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.
Project 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.
Administrative 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.
Business 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.