Belmont Multi Family Office S.A.M.

Overview

Belmont provides structuring, tax, fiduciary and wealth planning services.¹ The firm says its work includes planning, strategic advice, implementation and ongoing management.¹ LinkedIn describes Belmont Multi Family Office SAM as a licensed multi family office providing services to clients and their families.⁶

History

Christopher Theo founded Belmont. The firm credits him with more than 30 years of corporate and private client law experience.⁵ James Theo joined Belmont in 2017 after nine years in London finance and wealth management.⁵

Leadership

Christopher Theo is the founder. He holds an LLB in Law and a B.Com in Economics from the University of the Witwatersrand.⁵

James Theo is a co director. He is listed as a Chartered Fellow in Financial Planning, Chartered Wealth Manager and Certified Financial Planner through CISI and FPSB.⁵

Camille Napoleoni is described as a legal and tax specialist. She holds degrees in business law and tax law, is completing a doctorate in international tax law, and is fluent in French and English.⁵

Costa Theo is a partner with more than 25 years of experience in corporate finance, law and private equity. He specializes in ultra high net worth individual private client advisory and has worked in several global family offices.⁵

Stela Scripnic is an accountant with a Masters Comptabilité Contrôle Audit and experience in audit and corporate administration. She is listed as fluent in French, English, Russian and Romanian.⁵

Services

Belmont supports family office relocation to Monaco. Its services include assistance with Monaco residency permit applications, liaison with real estate agents, bank account opening, document sourcing, application dossier preparation, coordination with authorities, and preparation for interviews and official meetings.²

The firm reviews investment allocation and performance, fees and costs, structuring and risk.² Belmont says it provides strategic recommendations aligned with clients’ long term objectives.² It monitors and reports on multiple investment accounts, asset classes and custodians.² The firm states that its financial reports are prepared manually for individual client needs.²

Belmont cites transaction support experience involving real estate, yachting, mergers and acquisitions, and other high value transactions.² It provides international tax advice and may work with external partners.²

Estate planning services include will creation and will management across multiple jurisdictions.³ The firm’s will related work includes reducing disputes, checking compliance with international law and updating wills after life changes.³ Belmont facilitates family discussions about long term succession plans and generational wealth transfers.³ Estate tax reviews are conducted beneficiary by beneficiary and asset by asset.³

Belmont describes a Monaco Société Civile Particulière, or SCP, as a structure for real estate, private wealth and investments.⁴ The website lists joint ownership, customized governance rules, privacy and succession planning among SCP features.⁴ It states that an SCP has no corporate tax in Monaco and does not require a Monaco resident shareholder.⁴ Belmont says Monaco recognizes and enforces trusts established under various jurisdictions’ laws.⁴ The website identifies Belmont SARL as a licensed trustee able to create and manage trusts under foreign laws including Jersey and England and Wales.⁴

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Family governance and education
• Private and alternative investments
• Cross-border planning

Client focus

Belmont says it serves an international clientele.¹ Its services address clients and their families, including families relocating to Monaco, reviewing wealth arrangements, planning succession and managing assets held across accounts, asset classes and custodians.¹²³

Investment philosophy and approach

The firm says its approach combines planning, strategic advice, implementation and ongoing management.¹ In its family office services, Belmont says recommendations are aligned with each client’s long term objectives and that reporting is consolidated across multiple investments and custodians.²

FAQs

Related resources

• LocationMultifamily offices in Monte Carlo

  The Monte Carlo directory helps readers compare firms serving international clients from Monaco and understand which providers discuss financial, tax, estate, and cross-border planning. It offers local context for a family considering governance, fiduciary arrangements, or private investments alongside broader family office support.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com provides background on international trusts, fiduciary structures, and cross-border asset planning. These guides can help a Monaco-based client prepare questions about succession, tax coordination, asset ownership, and the role of trustees before speaking with a private client adviser.

• Network siteFamilyOffices.com

  FamilyOffices.com offers educational resources and a community focused on single family offices, wealthy families, and family decision-making. Readers can use it to compare governance practices, family education topics, investment oversight, and planning needs that may also arise when considering a multi family office.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced chief investment officer differs from a multi family office. It can help an owner decide whether the main need is investment oversight or a wider scope covering tax, estate, fiduciary, governance, and cross-border planning.

• Similar firmsFidinam Multi Family Office S.A.M.
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  Profiles of Fidinam Multi Family Office S.A.M., N1G Multi Family Office, and Monaco Global Services Multi Family Office S.A.M. give readers additional Monaco-based reference points. Comparing their stated services and client focus can help a family or business owner frame questions for firms serving international private clients.

Sources

1. accessed 2026-10-23
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3. accessed 2026-10-23
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5. accessed 2026-10-23
6. accessed 2026-10-23

Claim or correct this profile

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.