Monaco Private Advisory Multi-Family Office

Overview

The firm acts as a single point of contact throughout relocation, coordinating banks, notaries, property agents, schools, and government authorities. Its support covers residency, family relocation, wealth structuring, corporate administration, real estate, and continuing family-office coordination.¹

History

A Monaco government order dated 20 October 2022 authorized the formation of Monaco Private Advisory Multi Family Office as a société anonyme monégasque with capital of €150,000. The firm announced its official launch in Monaco in January 2023.²³

Timeline

1. 2022A Monaco government order dated 20 October 2022 authorized the formation of Monaco Private Advisory Multi Family Office as a société anonyme monégasque with capital of €150,000.
2. 2023The firm announced its official launch in Monaco in January 2023.

Leadership

The launch announcement identified Thierry Crovetto, Céline Santos, and Cédric Zaidan as members of the firm’s experienced professional team. Monaco Private Advisory describes its team as multilingual, independent, and experienced across Monaco’s legal, fiscal, and regulatory environment.³¹

Services

Residency services include application management, document preparation, government liaison, bank-account opening support, financial attestations, and property-sourcing assistance.¹

Family-relocation support includes housing, schooling, healthcare, daily logistics, estate planning, succession structuring, and ongoing lifestyle coordination.¹

The firm reviews assets held across jurisdictions and advises on Monaco’s fiscal framework. Its corporate services include civil and commercial company setup, authorization management, administrative support, and coordination with notaries, auditors, and regulators.¹

Monaco Private Advisory coordinates real-estate acquisitions, including legal and fiscal due diligence and work with agents, notaries, and legal counsel.¹

Ongoing family-office support includes managing affairs in Monaco and elsewhere while coordinating bankers, lawyers, accountants, and investment managers.¹

What the firm offers

• Tax planning
• Estate planning
• Administration and bill pay
• Private and alternative investments

Client Focus

The firm serves international families establishing residence in Monaco. The Monaco Chamber of Commerce describes it as working with families and entrepreneurs who hold private and professional assets in Monaco and abroad.¹⁴

Approach

Monaco Private Advisory presents its model as personalized support across legal, tax, real-estate, commercial, financial-supervision, and operational matters. Its role is to coordinate the specialists and authorities involved in a family’s relocation and continuing affairs.³

FAQs

Related resources

• LocationMultifamily offices in Monaco

  The Monaco directory page helps readers compare local multi-family office options and understand which firms work with international families establishing residence in the Principality. It can provide context for assessing needs such as tax planning, estate planning, administration, bill payment, and private or alternative investments.

• GuideMultifamily office services

  This services guide explains the functions a multi-family office may coordinate for a family or business owner. Readers can use it to outline questions about tax, estates, household administration, bill payment, and investment oversight when considering support for personal and financial affairs in Monaco.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers directory listings and practical playbooks for owners managing family companies across generations. A Monaco-based family considering residence, estate arrangements, or private investments can use these materials to connect business governance questions with personal administration and succession planning.

• GuideThe annual MFO review

  The annual MFO review gives readers a wider view of developments, operating models, and recurring concerns across the multi-family office sector. For an international family considering Monaco, it can help frame discussions about administration, investment approaches, estate matters, and coordination among professional advisers.

• Similar firmsFidinam Multi Family Office S.A.M.
  Belmont Multi Family Office
  Genus Advisor

  Profiles for Fidinam Multi Family Office S.A.M., Belmont Multi Family Office, and Genus Advisor offer nearby points of comparison on this site. Reviewing their stated services and client focus can help a family or business owner prepare a clearer shortlist for Monaco residence, administration, tax, estate, and investment needs.

Sources

1. Monaco Private Advisory Multi-Family Office
2. Monaco government authorization order, 20 October 2022
3. Monaco Private Advisory official launch announcement
4. Monaco Chamber of Commerce profile

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.