Monaco Sports and Management S.A.M.

Overview

The firm provides an outsourced solution covering financial and wealth management, portfolio and asset administration, accounting, cash-flow management, company secretarial work, acquisitions, expatriate residence, trusts, tax planning, insurance, property management, philanthropy, inheritance planning and bespoke services.²

History

Monaco Sports and Management reports more than 25 years of experience working with high-net-worth individuals and families. The Monaco office was founded by IMG, and Catella acquired IMG’s European Financial Advisory division in 2005. Following a management buyout in December 2010, the company was renamed Monaco Sports and Management S.A.M.³⁴⁵

Timeline

1. 2005The Monaco office was founded by IMG, and Catella acquired IMG’s European Financial Advisory division in 2005.
2. 2010Following a management buyout in December 2010, the company was renamed Monaco Sports and Management S.A.M.

Services

The firm manages international structures, accounts, assets and portfolios using technology, communication and compliance platforms. Its services include financial and wealth management, portfolio and asset administration, accounting, cash-flow management, company secretarial work, acquisitions, expatriate residence, trusts, tax planning, insurance, property management, philanthropy, inheritance planning and bespoke services.²⁹

Clients receive regular communication and comprehensive management reports to remain informed about their affairs.¹⁰

What the firm offers

• Tax planning
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Cross-border planning

Client Focus

Monaco Sports and Management says its clients include top sports personalities, senior corporate executives, successful entrepreneurs and their families.⁶

Approach

The firm describes its client relationships as based on confidentiality, professionalism, trust and close personal relationships with advisers. Its planning process combines clients’ objectives with input from their other professional advisers and agents to develop financial plans for individuals and family estates.⁷⁸

FAQs

Related resources

• LocationMultifamily offices in Monte Carlo

  The Monte Carlo multifamily offices page helps readers compare firms serving wealthy families in Monaco. It offers regional context for assessing services such as tax planning, administration, bill pay, insurance coordination, philanthropy, and cross-border planning when considering a Monaco based advisory relationship.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com provides guides on international trusts and cross-border asset planning. These materials can help a family or business owner prepare questions about ownership structures, tax considerations, asset protection, and coordination across jurisdictions before discussing cross-border planning with a Monaco adviser.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Readers can use it to understand common approaches to family administration, philanthropy, governance, and adviser coordination, then relate those topics to their own needs when reviewing a multi-family office.

• GuideMultifamily office fees

  The Multifamily office fees page gives readers a framework for discussing how firms charge for advice and administration. It can support budgeting conversations about tax planning, bill pay, insurance work, philanthropy support, and other services a wealthy family or business owner may require.

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  Profiles of Fidinam Multi Family Office S.A.M., Altiqa MFO, and Monaco Global Services Multi Family Office S.A.M. provide nearby points of comparison. Reviewing their stated services and client focus can help readers frame questions about Monaco based administration, cross-border planning, risk management, and family support.

Sources

1. Monaco Sports and Management S.A.M.
2. Services
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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.