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Monaco Private Advisory

Status
ACTIVE
Global HQ
Soon
Countries of investment
  • Monaco
  • France
  • United Kingdom
  • Italy
  • Belgium
  • Netherlands
  • Germany
  • Switzerland
  • Luxembourg
  • USA
  • United Arab Emirates
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      About
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      Investment Thesis

      Monaco Private Advisory MFO prioritizes innovation, technology integration, and philanthropy within a risk-managed, multidisciplinary investment framework. The firm delivers personalized advice for legal, tax, real estate, and business affairs, supporting families and entrepreneurs in Monaco and globally. The thesis includes offering clients secure real-time asset oversight and responsible philanthropy, focusing on long-term wealth development balanced with social and environmental impact.
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      Manager's Experience

      Monaco Private Advisory MFO is led by a team with deep expertise in family wealth management. Thierry Crovetto, heading financial family affairs, has over two decades of experience in asset management, investment banking, and portfolio management education. Céline Santos, leading private family affairs, combines legal expertise and wealth management skills, having worked in law firms and consultancies, also contributing as a university professor. Cédric Zaidan, responsible for corporate family affairs, brings significant international executive experience from regions like the Middle East and North Africa. This leadership team is known for blending human expertise with modern technology to provide comprehensive legal, tax, real estate, and financial advisory services to high-net-worth families.
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