Protecting Wealth.
Building Legacies.
Empowering Future.

Over twenty years advising private and institutional clients on asset management and strategic financial planning. Swiss national, resident in Monaco. HEC, University of Geneva (2003). Sets the firm's direction and oversees client mandates.

Business lawyer with over twenty years in legal, financial and corporate structuring. Resident of Monaco since 2009. Master in Business Law, University of Geneva. Leads deal structuring, tax planning and cross-border regulatory compliance.

Families of this scale hold their wealth across six to twelve banks, custodians and nominee structures — frequently across three or more jurisdictions. Each institution reports in its own format, on its own calendar, under its own assumptions. We built FAM Atlas to sit above that complexity and present the family with a single, coherent picture.

FAM Atlas connects via secure API to over 50 custodian banks worldwide. Positions consolidate daily, in the family's reference currency, with time-weighted return (TWR) computed gross and net of fees — at portfolio, sub-portfolio, and asset-class level, including private equity and real estate. Management summaries, contribution analysis, currency breakdowns, heatmaps, maturity calendars and AML / guideline-breach alerts are produced automatically, fully branded to FAM Monaco.

Access is secured through Microsoft Azure AD with two-factor authentication. Data residency, encryption and audit logging are aligned with Monégasque Law n°1.565 on personal data. Only the principal and the named authorised representatives see the dossier.

Wealth planning begins with the family's intent — who should be protected, who should inherit, which assets must stay together, which can be divided. We translate that intent into a structure that honours it across borders and generations.

We draft family constitutions, succession roadmaps and tax-aware holding structures in partnership with the family's legal counsel. Every structure is stress-tested against regulatory change, divorce, incapacity, and cross-border residency shifts before it is signed.

Private deals — real estate, private equity co-investments, direct stakes in operating companies — arrive pre-packaged. The structure, the fees, the governance are written by the promoter for the promoter. We re-draft from the family's side of the table.

We model the tax, regulatory and succession consequences before any binding document is signed, and we negotiate structure, governance rights, and exit mechanics alongside the family's legal counsel.

Crime rates are consistently among the lowest recorded globally. The Principality maintains one of the highest police-to-resident ratios in Europe, ensuring a discreet yet highly effective security presence — operated under strict legal oversight and aligned with Monégasque data-protection law.

Discretion is not only a matter of policing. It is a professional and administrative posture, codified through Law n°1.565 on personal data, and practised across banks, notaires, and the civil service. The same standard shapes how FAM Monaco operates: mandate-scoped access, encrypted archives, no disclosure of clients or counterparts.

Schooling. International School of Monaco (IB and British tracks), Lycée Albert I and Lycée Rainier III for the French curriculum — all within walking distance, all serving a community of over 70 nationalities. Families stay rooted while children remain aligned with international university paths.

Healthcare. Centre Hospitalier Princesse Grace (CHPG) is a reference institution on the French Riviera — oncology, cardiology, maternity, all supported by specialist private practices. Major European centres (Nice, Milan, Zurich) are within 2–3 hours by road.

Gastronomy & culture. Le Louis XV — Alain Ducasse, along with several additional starred kitchens, anchors a daily offering. The Opéra, the Philharmonic, the SBM venues, the Printemps des Arts, Art Monte-Carlo and year-round programming keep the cultural agenda dense and international.

Resident foreign nationals are not subject to personal income tax, wealth tax, capital gains tax or inheritance tax in direct line within the Principality — within the limits and conditions defined by Monégasque law and applicable international agreements. French nationals are governed by the 1963 Franco-Monégasque bilateral treaty and are taxed in France on that basis.

Monaco is a member of the OECD Global Forum, applies the Common Reporting Standard (CRS), and maintains bilateral arrangements that make it compatible with European reporting expectations. The framework is designed to be defensible — a stable platform for multi-generational planning, not a tactic.

For FAM Monaco's clients, this translates into structures that can be designed with a 20- to 50-year horizon and reviewed on a calendar, not in reaction to legislative surprises.

French is the official language; English and Italian are the working languages of most professional services. Children raised here typically graduate trilingual. Families hold dinner in three languages without effort.

The calendar is the other signature. Formula 1 Grand Prix, Monaco Yacht Show, Art Monte-Carlo, the Printemps des Arts, Rolex Masters, Global Champions Tour, and a constant rotation of conferences and private gatherings mean the Principality is a node, not a backwater.

For families planning across generations, the community offers access and dialogue without the noise of larger capitals — entrepreneurs, scientists, athletes, artists and philanthropists who live within a few minutes of one another.