Status
ACTIVE
Global HQ
Soon
Countries of investment
- Monaco
- Luxembourg
- France
Investment stages
Industries
About
Investment Thesis
MONACO UNITED ADVISORS SAM operates with an investment thesis built on multidisciplinary expertise, aligning international tax structuring, family governance, and global asset (re)structuring to meet complex client objectives. The firm emphasizes customized wealth auditing and day-to-day monitoring of operations, supporting entrepreneurial families and investors with solutions that safeguard assets across jurisdictions. Their 360° approach seeks to continually adapt portfolios in response to regulatory, business, and generational challenges.
Manager's Experience
Monaco United Advisors SAM (MUA Group) is a well-established multi-family office based in Monaco, specializing in international tax, wealth, inheritance, and real estate services. The firm is led by a Founding Partner and CEO with extensive expertise in business and corporate law. Their team, comprising approximately 25 employees, provides highly personalized wealth management and asset oversight services to around 200 international families. The management at MUA brings a multidisciplinary approach, covering areas such as audit, restructuring, estate planning, and the day-to-day management of assets, which demonstrates a strong foundation in both legal and financial advisory.