Genus Advisor

Overview

Genus Advisor coordinates its role with each client’s specific needs and aims to simplify families’ financial and administrative lives. Its support philosophy emphasises trust, confidentiality, and independence when assessing financial intermediaries.¹

History

The firm was created by partners with more than 20 years of experience assisting high-net-worth families.²

Leadership

Enrico Feraboli, Chairman Enrico Feraboli is a Certified Public Accountant and Auditor specialising in legal and tax advisory services. He has been an independent entrepreneur since 2004 and a STEP member since 2008.³

Laura Bonventre, Managing Director Laura Bonventre is a lawyer with experience in international and community law, legal consultancy, inheritance, and residence transfers.⁴

Services

Genus Advisor’s core offering is client-oriented estate planning focused on protecting and transmitting family assets across generations. The firm also provides legal, tax, inheritance, and residence-transfer support.⁵

What the firm offers

• Tax planning
• Estate planning
• Administration and bill pay

Client Focus

Genus Advisor serves high-net-worth families seeking thoughtful support for estate planning, family-asset protection and transmission, legal and tax matters, inheritance, and residence transfers.⁶

Approach

The firm coordinates its work around each client’s particular needs and seeks to make financial and administrative matters more manageable. Its stated approach is grounded in trust, confidentiality, and independence when assessing financial intermediaries.⁷

FAQs

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Sources

1. https://www.genusadvisor.mc/
2. https://legimonaco.mc/tnc/loi/2016/12-02-1.439%402016.12.10

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.