Monaco Family Office Establishment Coordination™

Structure. Establishment. Coordination.

Establishing a family-office presence across jurisdictions can involve numerous professional, corporate, banking, property, family, mobility, and administrative requirements.

The Monaco Family Office Establishment Coordination™ engagement provides a structured coordination layer for clients requiring multiple professional and operational workstreams to be managed around a common strategic objective.

Smart Travel One™ coordinates the client journey while appropriate qualified professionals remain responsible for their respective regulated areas of expertise.

Potential Coordination Domains

Corporate & Professional Coordination

Legal professional routing
Notarial coordination
Corporate documentation coordination
Professional appointments
Timeline management

Banking Coordination

Banking requirement mapping
Private-bank introduction coordination
KYC documentation coordination
Source-of-wealth documentation coordination
Source-of-funds documentation coordination

Commercial Office

Office requirement definition
Location research
Property sourcing
Shortlisting
Viewing coordination
Lease-process coordination

Family & Mobility

Residential requirements
Education coordination
Transportation
Family mobility
Concierge
Security coordination

Professional Ecosystem

Potential coordination with appropriately qualified:

Lawyers
Notaires
Tax professionals
Accountants
Banks/private banks
Real-estate professionals
Security providers
Insurance professionals
Other specialists

Engagement Model

This is a private, bespoke engagement.

Scope depends on:

Family requirements
Number of workstreams
Number of professionals involved
Jurisdictions involved
Project complexity
Required duration
Coordination intensity

Important

Smart Travel One™ does not provide legal, tax, investment, banking, regulatory, notarial, or other regulated professional services.

Those services remain the responsibility of appropriately qualified professionals.

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“Smart Travel One™ coordinates the client’s international mobility and establishment journey and may facilitate introductions and communications with appropriately qualified professionals. Regulated services remain the responsibility of the relevant authorized professional or institution.“

family office establishment

Monaco Family Office Establishment Coordination™