Monaco
Wealth Planning & Protection
What we offer
We firmly believe that operations aimed at enhancing and growing family wealth must also go hand in hand with intelligent asset consolidation, diversification and protection to ensure that future generations can also benefit in the best possible way.
Altiqa, with more than 45 years of experience in Monaco and a team of international consultants, works every day to build the most effective wealth planning and protection strategy together with its clients.
- Assessment of the actual wealth situation
- Identification of long-term and short-term objectives
- Identification of inheritance-related tax consequences
- Implementation of a legally and fiscally effective structure, according to specific needs and current regulations (trust, foundation, holding company, civil company...)
- Representing the company at Boards of Directors and Shareholders' Meetings, bringing the voice of the heirs
Contact one of our consultants
People, our most important asset
Antoine Mari
Wealth Planning Consultant
Consultant
Trust Consultant
Salvador Trabalon
Monaco Real Estate Planning
SCI / SCP Consultant
Anne-Sophie Parigi
Wealth Planning Consultant
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