Rosemont Monaco SAM

Overview

Rosemont Monaco SAM is a full-service provider for individuals and families. The firm describes itself as an independent service provider managing assets, trusts, corporations, foundations, and other legal structures for multiple wealthy families.¹

Rosemont Monaco SAM states that it is an authorised Monaco trust company and is authorised to provide corporate services in Monaco. It is also authorised to provide Monaco trustee services under Law 214.¹

History

The firm reports that it was established in September 2010, with Claire Vasse and Lesley King joining at its inception. Monaco’s official Journal records government authorization on July 15, 2010, to constitute Rosemont Monaco S.A.M. with capital of €150,000.²

Leadership

Peter Brigham is Director. Rosemont says he has practiced in Monaco since 1988 and focuses on regulatory and anti-money-laundering compliance.³

Claire Vasse is Administration Manager. She has more than 35 years of family-office experience, including responsibility for client relocation support and personnel administration.³

Lesley King is Senior Trust Officer, with more than 35 years of trust and fiduciary experience. She is a member of the Society of Trust and Estate Practitioners.³

Emilie Le Graverend is Assistant Manager, supporting private clients with residency applications, administrative procedures, and coordination with Monegasque administrations.³

Services

Rosemont Monaco SAM provides onshore and offshore corporate services, international trustee and fiduciary activities, Monaco trustee services, and tax, estate, and business planning.¹

Its broader offering includes accounting and reporting, risk management, financial counsel, trusteeship, lifestyle management, professional coordination, and foundation management.¹

The firm also handles property management, household staff administration, travel arrangements, visas, and residence matters for clients.¹

What the firm offers

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

Client focus

Rosemont Monaco SAM serves individuals and families seeking coordinated support for personal, financial, corporate, trust, foundation, and administrative affairs. Its work includes helping wealthy families manage legal structures and related lifestyle and relocation needs.¹

Approach

Rosemont Monaco SAM presents its approach as independent and coordinated, combining fiduciary, corporate, tax, estate, administrative, and lifestyle support. The firm is a member of AMPA, the Association Monégasque des Professionnels en Administration des Structures Etrangères.¹

FAQs

Related resources

• LocationMultifamily offices in Monaco

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• Network siteOffshoreTrusts.com

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• GuideQuestions to ask a multifamily office

  This question guide helps prospective clients prepare for an initial discussion with a multifamily office. It can prompt questions about tax planning, bill pay, insurance, philanthropy, fiduciary services, communication and work across jurisdictions, giving a family or business owner a clearer basis for comparison.

• Similar firmsMonaco Sports and Management S.A.M.
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  These Monaco-based firms provide useful comparison points for a reader reviewing providers with related regional or family office capabilities. Looking at Monaco Sports and Management S.A.M., Fidinam Multi Family Office S.A.M. and Altiqa MFO can help clarify differences in service scope, client focus and operating model.

Sources

1. Rosemont Monaco SAM
2. Monaco Journal, authorization of Rosemont Monaco S.A.M.
3. Rosemont Monaco SAM team

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.