The core activity of Montbenon Conseils Sàrl is wealth management and consulting for private individuals in the areas of finance, family, law and taxes. The company provides tailored solutions and services to simplify the complexity of wealth management and achieve its clients' goals.
AI-generated
Offering
Products & services
Industry:External Asset Management
✓ Offered5
Family office
Legal, economic and tax advice for high-net-worth clients; structuring and holding movable and immovable assets, wealth overview tools, and network-based support.
Family wealth structuring
Advice on setting up family wealth management vehicles for international families, combining security and flexibility across multiple countries and jurisdictions.
Asset control
Regular asset valuation and monitoring across securities, bonds, receivables, real estate, private equity, hedge funds, and company holdings; benchmarking and diversification oversight.
Managing legal and tax issues
Solutions for legal and tax matters, including legal structures, pension planning, real estate financing, domicile choice, estate planning tools, and tax compliance.
Philanthropic activity
Advice and administration for charitable structures, including setup in Switzerland and abroad, purpose definition, supervisory approvals, tax exemption, accounting, reporting, and authority dealings.
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