Altiqa MFO

Overview

Altiqa Group brought Guardian, North Atlantic, GFO Global Family Office and Bastion Guardian together under the Altiqa name in 2018.¹ The group presents Monaco and Lugano as locations for its services.¹ Its corporate structure places Altiqa MFO in Monaco, while other group entities operate in Lugano and New Zealand.¹

The group identifies individuals and families as clients for its Monaco services.¹ It supports clients’ assets in local and international settings and assists with relocation to Monaco.¹ The group also supports nonprofit organisations in Switzerland and Monaco with skills, people and services.¹

History

North Atlantic, identified by the group as the earlier name of Altiqa Monaco, dates to 1978.¹ Guardian SA, the predecessor parent associated with Lugano, dates to 1987.¹ The group records the acquisition of Altiqa Monaco in 1998.¹ Asset administration and monitoring services in Lugano appear in the group timeline from 2006.¹ Bastion Guardian SA, described as a trustee company in Lugano, was established in 2012.¹ The Monaco multi family office began operations in 2020.¹ The group added financial advisory services in Lugano in 2021 and real estate services there in 2022.¹ The group website states that Altiqa Lugano received a FINMA trustee services licence in 2023.¹

Timeline

1. 1978North Atlantic, identified by the group as the earlier name of Altiqa Monaco, dates to 1978.
2. 1987Guardian SA, the predecessor parent associated with Lugano, dates to 1987.
3. 1998The group records the acquisition of Altiqa Monaco in 1998.
4. 2006Asset administration and monitoring services in Lugano appear in the group timeline from 2006.
5. 2012Bastion Guardian SA, described as a trustee company in Lugano, was established in 2012.
6. 2018Altiqa Group brought Guardian, North Atlantic, GFO Global Family Office and Bastion Guardian together under the Altiqa name in 2018.
7. 2020The Monaco multi family office began operations in 2020.
8. 2021The group added financial advisory services in Lugano in 2021 and real estate services there in 2022.

Leadership

The Life Administration page names Valérie Baroncini as Human Resources Manager, Elisa Perenno as Assistant Family Officer, Daniele Manna as Home and Office Manager, and David Tanner as Family Officer.² The financial advisory page names Davide Sada, Luca Farina and Francesco Biraghi with the published titles Trust Asset Manager and Financial Advisor.³

Services

Altiqa MFO lists Life Administration, Wealth Planning and Protection, Wealth Monitoring, Art Management and Consulting, Professional Athlete Services, and Patrimonial Entities Management.¹ Its company services include Business Strategy and Development, Human Resources Strategy and Management, Mergers and Acquisitions, Administration and Taxation, Tax consultancy, and Legal Advice and Compliance.¹

Life Administration is for people selecting Monaco as their residence.² Listed assistance covers residency applications, opening bank accounts, vehicle registration, driving licence changes, utilities, and school selection and enrolment for children.² Family Management includes household searches, domestic staff management and payroll, personal secretarial work, travel management, daily needs support and administrative assistance.²

The group describes company support as including business launch and expansion planning, human resources processes, tax, legal and administrative consulting.¹ Its administrative, corporate and accounting services include bookkeeping, financial statements, value added tax and other tax returns, company incorporation, domiciliation, corporate filings, auditor coordination and liquidation.⁴

What the firm offers

• Financial planning
• Tax planning
• Administration and bill pay
• Cross-border planning

Client focus

Altiqa describes its Monaco offering for individuals and families, including people preparing for or completing relocation to the Principality.¹ Its company services address businesses seeking strategic, human resources, administrative, tax, legal and transaction support.¹

Investment philosophy and approach

The group describes planning that links long range aims with tactical priorities for shorter periods.¹ It associates integrity with independence, transparent advice, confidentiality, protection of sensitive information and a systemic perspective.¹ It describes expertise through multidisciplinary resources, anticipation, proactivity and intellectual curiosity.¹ Its stated working method considers client needs, regulatory frameworks and external conditions while moving from listening and understanding toward simplification, solutions, optimisation and enhancement.¹

FAQs

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Sources

1. accessed 2026-10-23
2. accessed 2026-10-23
3. accessed 2026-10-23
4. accessed 2026-10-23

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This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.