Fidinam MFO S.A.M

Overview

Fidinam Multi Family Office S.A.M. is Fidinam’s Monte Carlo office and provides family office services in the principality. It operates within the Fidinam Group, whose consulting platform spans tax, business, real estate and digital consulting.¹²³

History

The Fidinam Group was founded in Lugano, Switzerland, in 1960. The Monaco entity was formerly named Fidinam (Monte-Carlo) S.A.M.; Monaco authorized its current name, Fidinam Multi Family Office S.A.M., in 2018.¹⁴

Timeline

1. 1960The Fidinam Group was founded in Lugano, Switzerland, in 1960.
2. 2018The Monaco entity was formerly named Fidinam (Monte-Carlo) S.A.M.; Monaco authorized its current name, Fidinam Multi Family Office S.A.M., in 2018.

Services

Fidinam’s family office offering includes wealth management, wealth planning and family governance. Services include investment strategy, succession planning, relocation and tax advice, compliance and regulatory support, asset protection and insurance.⁶⁷

The offering also covers risk management, asset management, cost optimization, reporting, administrative services, family trusts, foundations, real estate management and private equity.⁸

Family governance support addresses philanthropy, wealth transfer, business interests, family councils, and family constitutions or family charts.⁹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

Fidinam says it serves companies, entrepreneurs and individuals. Its international network serves clients in more than 90 countries, with 350 experts across the Group.¹⁰

Approach

Fidinam describes its mission as integrated, multidisciplinary consulting tailored to each client’s situation. The Group identifies dynamism, specialization and trust as its core values.¹¹

FAQs

Related resources

• LocationMultifamily offices in Monte Carlo

  This page helps compare family office providers serving Monte Carlo and the wider Monaco area. A reader can use it to frame questions about investment management, tax planning, estate planning, administration, and family governance when assessing Fidinam's local offering and international consulting connections.

• Network siteCorporateVentureCapital.com

  This directory introduces corporate venture capital firms and the types of strategic investments they pursue. Business owners working with a family office can use it to consider whether venture allocations, direct company investments, or relationships with corporate investors belong in discussions about private and alternative investments.

• Network siteFamilyOffices.com

  This resource connects wealthy families and single family offices with educational material and community perspectives. It can help a prospective client prepare questions about family governance, education, philanthropy, succession, administration, and the differences between a single family office and a multi family office serving families in Monaco.

• GuideMultifamily office fees

  This guide explains common ways multi family offices charge for services and what can affect total costs. Readers can use it to organize fee questions covering investment management, financial planning, tax and estate work, bill pay, insurance, and alternative investments before speaking with a Monaco based provider.

• Similar firmsBelmont Multi Family Office
  N1G Multi Family Office
  Monaco Global Services Multi Family Office S.A.M.

  These profiles offer comparison points among Belmont Multi Family Office, N1G Multi Family Office, and Monaco Global Services Multi Family Office S.A.M. Reviewing nearby firms can help a family or business owner compare service scope, client focus, and questions to raise about governance, planning, investments, and administration.

Sources

1. Monaco Journal, name change authorization
2. Fidinam locations and contacts
3. Fidinam presence in Europe and the Middle East
4. Fidinam, who we are
5. Fidinam, who we are
6. Fidinam family office
7. Fidinam family office
8. Fidinam family office
9. Fidinam family office
10. Fidinam, who we are
11. Fidinam, who we are

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.