> Patrimonial advisory & coordination services in Monaco

Patrimonial advisory & coordination services in Monaco

Patrimonial guidance for residents, entrepreneurs, and family structures: analysis of Monaco and cross-border situations, ongoing regulatory monitoring, and confidential coordination with your professional advisers.

Our patrimonial support in Monaco and internationally

Based in the heart of Monaco, our Multi Family Office supports families, executives, and patrimonial structures in the organisation, consolidation, and ongoing follow-up of their assets.

Drawing on more than 25 years of international experience, we bring clarity, method, and coordination between your key counterparts to facilitate decision-making and free up valuable time.

Our approach prioritises a comprehensive vision and long-term family governance. An exacting, independent, and sustainable form of support, centred on your patrimonial priorities.

Areas of expertise we implement:

We assist families and entrepreneurs in establishing a clear and sustainable vision of their patrimonial organisation. Through a tailored approach, we contribute to effective long-term structuring, taking into account family, personal, and economic priorities.

Global patrimonial guidance

  • Analysis of patrimonial issues and objectives
  • Consolidated vision and long-term follow-up
  • Organisational reference points
Patrimonial mapping & global overview
  • Consolidation of key information
  • Clear presentation of patrimonial components
  • Structured updates of documentation
Family governance & patrimonial principles
  • Clarification of roles and responsibilities
  • Definition and follow-up of a shared vision
  • Sustainable organisation of patrimonial decisions
We play a central role in exchanges with your specialized advisers by consolidating relevant information and organizing key stages. Our coordination streamlines case management, improves decision-making fluidity, and ensures a structured approach aligned with your patrimonial objectives.

Coordination of specialized advisers

  • Private banks, notaries, lawyers, and authorized experts
  • Smooth sharing of relevant information
  • Structured follow-up of discussions and actions
Document preparation & patrimonial files
  • Selection of documents supporting informed decisions
  • Structured presentation of data prior to transmission
  • Controlled archiving and availability
Administrative organization of patrimonial matters
  • Practical and logistical coordination of patrimonial affairs
  • Annual patrimonial calendar
  • Internal management of confidential deadlines
  • Alignment with local compliance requirements

We monitor relevant developments affecting your patrimonial environment in order to highlight key points requiring attention for informed decision-making. This ongoing monitoring helps anticipate important milestones and maintain a patrimonial organization aligned with your priorities and long-term projects.

Patrimonial monitoring & key focus areas

  • Relevant information relating to the patrimonial environment
  • Identification of priority topics
  • Anticipation of key stages over time
Patrimonial mapping & global overview
  • Consolidation of key information
  • Clear presentation of patrimonial components
  • Structured updates of documentation
  • Organized updating of documentation

Patrimonial support in Monacofor families, executives, and their structures

Families & resident individuals

We support families and individuals seeking to structure their decisions, consolidate a global view of their patrimony, and ensure coherent follow-up over time.
Our coordination contributes to serenity and patrimonial continuity across generations.

Entrepreneurs, executives & active individuals

We help simplify the management of patrimonial matters related to international mobility.
Coordination, clarity of information, and structured organisation are at the core of our approach, in support of both personal and professional objectives.

Family structures & patrimonial organisations

We contribute to strategic coherence and administrative coordination within family patrimonial structures.
Our involvement facilitates exchanges between specialised advisers and supports effective governance over time.

Independence, confidentiality and ongoing standards of excellence

Our Multi Family Office relies on rigorous governance and complete independence in the conduct of its assignments. Fees are paid exclusively by our clients, ensuring the absence of any conflict of interest. Confidentiality, professional liability insurance, and a strong ethical commitment underpin each engagement, in line with the highest professional standards.

Total independence

No third-party commissions

Confidentiality & data protection

Strict and secure internal procedures

Governance & responsibility

Professional insurance and long-term ethical commitment

Let’s discuss your situation

Benefit from a personalised perspective
We help clarify the key stages of your patrimonial organisation and ensure coherent coordination between your specialised counterparts.
Contact us

+377 92 00 15 00

MONACO GLOBAL SERVICES Multi Family Office S.A.M.

Le Panorama, Bloc A-B, 1er étage,
57 rue Grimaldi MC 98000 Monaco

MGS Monaco
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