Description
# 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.
**Monaco Family Office Establishment Coordination™** provides a structured private coordination framework for clients requiring multiple professional and operational workstreams to be organized around a common strategic objective.
Smart Travel One™ coordinates the client journey, while appropriately qualified professionals and institutions remain responsible for their respective regulated areas of expertise.
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## Initial Private Consultation & Establishment Assessment
### **US$2,500**
The engagement begins with a confidential **Initial Private Consultation & Establishment Assessment**.
This consultation is designed to understand the client’s intended structure, objectives, family requirements, professional ecosystem, operational priorities, and anticipated establishment requirements.
The consultation may consider:
* Intended family-office structure and objectives
* Family and principal requirements
* Corporate and professional requirements
* Banking and financial-institution requirements
* Property and commercial-office requirements
* Family mobility and residential requirements
* Education and lifestyle requirements
* Security and continuity considerations
* Professional-service coordination
* Number of workstreams and jurisdictions involved
* Project complexity and anticipated duration
* Required coordination intensity
The **US$2,500 consultation fee covers the initial consultation and establishment assessment only.**
Any subsequent coordination, project-management, concierge, or establishment mandate services are subject to **separate coordination fees**, which will be explained and discussed with the client during the consultation.
No ongoing mandate is created automatically by purchasing the initial consultation.
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## Potential Coordination Domains
### Corporate & Professional Coordination
* Legal professional routing
* Notarial coordination
* Corporate documentation coordination
* Professional appointments
* Timeline management
* Coordination of multiple professional workstreams
### Banking Coordination
* Banking requirement mapping
* Private-bank introduction coordination
* KYC documentation coordination
* Source-of-wealth documentation coordination
* Source-of-funds documentation coordination
* Banking appointment coordination
### Commercial Office
* Office requirement definition
* Location research
* Property sourcing
* Initial shortlisting
* Viewing coordination
* Lease-process coordination
### Family & Mobility
* Residential requirements
* Education coordination
* Transportation
* Family mobility
* Concierge coordination
* Security-provider coordination
### Professional Ecosystem
Potential coordination with appropriately qualified:
* Lawyers
* Notaires
* Tax professionals
* Accountants
* Banks and private banks
* Real-estate professionals
* Security providers
* Insurance professionals
* Other relevant specialists
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## Private Establishment Coordination Mandate
Following the initial consultation, clients who require continuing assistance may be considered for a **Private Establishment Coordination Mandate**.
The scope and structure depend on the client’s individual requirements and may consider:
* Family requirements
* Number of workstreams
* Number of professionals involved
* Number of jurisdictions
* Project complexity
* Required duration
* Coordination intensity
* Executive and family requirements
* Required response level
### **Private Mandate — Confidential Pricing**
There is no standard public price for the ongoing establishment coordination mandate because each engagement may involve a different combination of professionals, jurisdictions, workstreams, duration, and coordination intensity.
Where appropriate, Smart Travel One™ will explain the proposed coordination structure and applicable fees following the initial consultation.
The client remains free to decide whether to proceed with any subsequent mandate.
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## What the US$2,500 Consultation Provides
The initial consultation provides a private setting to:
* Understand the client’s establishment objectives
* Map the principal workstreams
* Identify potential professional and institutional requirements
* Assess the complexity of the proposed project
* Discuss the appropriate coordination structure
* Identify potential sequencing and coordination requirements
* Clarify the anticipated scope of Smart Travel One™’s coordination role
* Explain applicable coordination fees
* Determine the appropriate next step
The consultation is therefore **not a commitment to establish or operate a family office**, nor is it a commitment to engage any particular third-party professional or institution.
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## Important Scope & Professional Disclaimer
Smart Travel One™ provides strategic coordination, mobility coordination, administrative coordination, concierge support, and introductions or communications with appropriately qualified third-party professionals and institutions where appropriate.
Smart Travel One™ does **not** provide legal, tax, financial, investment, banking, regulatory, notarial, accounting, real-estate, insurance, security, or other regulated professional services.
Where a matter requires regulated or licensed professional advice, approval, execution, or representation, the relevant service remains the responsibility of the appropriately authorized professional, institution, or independent third-party provider.
Smart Travel One™ does not represent itself as a Monaco family office, law firm, tax adviser, financial institution, bank, investment adviser, accounting firm, real-estate agency, security company, or other regulated professional service provider.
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## **Begin Your Establishment Assessment**
**Initial Private Consultation & Establishment Assessment — US$2,500**
Proceed through checkout to arrange your private consultation. Following payment verification, the next step will be provided for scheduling your consultation.
**Smart Travel One™ coordinates the journey. Qualified professionals provide regulated advice and services. The client remains in control of every subsequent engagement.**
