25 Active Family Offices in Monaco

These are not passive custodians of wealth. Instead, Monaco’s family offices act as architects of global capital, navigating complex markets and deploying patient, strategic funding across continents. From New York to Singapore, these offices extend Monaco’s influence well beyond the Mediterranean coastline, making it a disproportionate force in the international flow of private capital.

Where They Invest

The diversity of Monaco’s family offices is reflected in their investment mandates, which combine traditional priorities with forward-looking bets:

• Real Assets & Legacy Holdings, Institutions like Heritage Group Monaco and FARBOURG S.à.r.l. prioritize wealth preservation through real estate, property management, and long-term generational planning.
• Innovation & New Economies, Global names such as JIMCO and Santocedrus Capital are backing high-growth ventures in energy transition, mobility, AI, healthcare, and renewable infrastructure.
• Luxury & Lifestyle Capital, Offices like Rezida Yachts embody Monaco’s lifestyle DNA, focusing on superyachts, tourism, and luxury hospitality businesses.
• Governance & Cross-Border Expertise,  Multi-family platforms such as Prime MFO, WP Advisors MFO SAM, and Monaco Private Advisory MFO specialize in succession planning, tax structuring, and estate advisory for internationally mobile families.

Investment Directions in 2025

The strategies shaping Monaco’s family office community this year reflect both global shifts and distinctly Monégasque trends:

• Licensed Multi-Family Offices on the Rise, Firms such as FAM (Monaco) Multi Family Office SAM and UNUMAR Family Office are setting new standards for regulatory compliance and transparency in a traditionally discreet sector.
• Blending Capital with Culture - Offices such as Seiji Kawajiri SFO demonstrate a commitment to education, philanthropy, and cultural patronage, underscoring Monaco’s softer power in social impact.
• Broadening into Alternatives - Firms like Baymont Capital S.A.M. and Phoenix Family Office are extending into private equity, private credit, and alternative investments to diversify beyond traditional wealth assets.
• Backing the Transition Economy - With global reach, JIMCO is one of Monaco’s strongest champions of the next industrial wave, investing in high-profile innovators such as Rivian, Joby Aviation, and Commonwealth Fusion Systems.

Leading Names to Know

Among the 25 family offices in Monaco, several stand out for their scale, vision, or unique positioning:

• JIMCO (Jameel Investment Management Co.) - The international investment arm of the Jameel family, with a multi-billion-dollar commitment to life sciences, clean mobility, and resource efficiency. The portfolio includes Rivian, Joby Aviation, Rain Financial, and Commonwealth Fusion Systems.
• Heritage Group Monaco - A diversified holding with a strong reputation in luxury travel, real estate, and health innovation. Notable stakes include Crystal Cruises and Abercrombie & Kent.
• Santocedrus Capital - A family office with reach across Europe and the Middle East, blending private equity, real estate, and venture deals under a framework of legacy preservation and sustainability.
• Phoenix Family Office - Renowned for its conservative, research-driven portfolio approach, Phoenix combines defensive wealth strategies with investments in housing, community infrastructure, and broader impact investing.
• Rezida Yachts - Reflecting Monaco’s world-leading yachting culture, this office integrates yacht management, brokerage, and chartering as a form of asset-backed wealth growth.
• Prime MFO - A top-tier multi-family platform supporting globally mobile families with integrated wealth administration, legal support, and governance planning.
• Monaco Private Advisory MFO - A multi-disciplinary office blending traditional tax and estate planning with modern, tech-driven portfolio oversight. Led by Thierry Crovetto and a team of seasoned advisors.

Explore the full list of family offices in Monaco - now live on VCArchive.