The Company is an established, independent Multi-Family Office and wealth advisory boutique headquartered in the Principality of Monaco. The Firm provides comprehensive asset management advisory, governance, multi-custody reporting, and high-end concierge services to an exclusive portfolio of Ultra-High-Net-Worth Individuals (UHNWIs) and multi-generational family enterprises.

This opportunity involves the disposal/sale of 100% of the equity capital (or a controlling strategic stake) of the Company, providing an acquirer with immediate, fully regulated infrastructure, high-margin recurring advisory fees, and captive access to Monaco’s elite wealth ecosystem.

2. Core Business Divisions & Capabilities

The Company operates across four complementary, high-retention practice areas:

• Asset Management & Advisory

  • Manages bespoke discretionary mandates tailored to individual risk budgets, cross-currency exposures, and liquidity constraints.

  • Delivers strategic asset allocation models, open-architecture third-party manager selection, and preferred access to alternative asset classes (Private Equity, Venture Capital, and Prime Real Estate).

• Governance & Wealth Planning

  • Structures long-term cross-border estate strategies, intergenerational wealth transmissions, and formal family pacts.

  • Oversees corporate governance architectures, fiduciary vehicles, and trusts in direct coordination with international tax and legal counsel.

• Consolidated Reporting & Risk Advisory

  • Delivers proprietary, independent multi-bank and multi-jurisdictional portfolio aggregation.

  • Provides consolidated performance analytics and integrated institutional risk monitoring across global custody platforms.

• Family Office Services & Lifestyle Management

  • End-to-end relocation, residency establishment, and administrative support within the Principality of Monaco.

  • Turnkey operational, financial, and regulatory management of complex luxury assets (superyachts, private aviation, and trophy real estate), alongside philanthropic foundation advisory.

3. Key Investment Highlights

4. Transaction Structure & Process

• Subject of Sale: 100% of the corporate shares or a structured majority interest with rollover equity.

• Transition & Governance: Key principals and senior relationship managers are prepared to commit to a structured handover period to guarantee relationship continuity and seamless operational transition.