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Patrimonial Organisation

Patrimonial organisation in Monaco: clarifying and structuring key reference points

Patrimonial organisation aims to structure all of an individual’s or a family’s assets in order to ensure their protection, fiscal coherence and transmission within a controlled framework.

  • Mapping financial, real estate and business assets.
  • Defining structures aligned with patrimonial and family objectives.
  • Anticipating tax, legal and succession-related considerations.
  • Ensuring long-term clarity and governance of the patrimonial structure.
Monaco taxation and regulatory framework

Why a structured patrimonial organisation is essential

An effective patrimonial organisation is based on a global and coherent vision of assets, integrating ownership structures, financial flows, taxation and transmission. It secures long-term decisions, helps avoid inconsistent or imposed arrangements, and reconciles the protection of individual interests with family stability and asset performance. This approach is essential to support personal, professional and international developments over time.

Other information topics

Access other information guides dedicated to families and entrepreneurs wishing to better navigate Monaco’s wealth management environment.

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