Rosemont Monaco SAM

Rosemont Monaco SAM provides a full service to individuals and their families, and can assist in structuring and administering a client's financial world in the best possible fashion.

With partners in strategic locations the company is able to offer an integrated service covering the important areas of interest to clients including:

  • Tax, estate and business planning
  • Onshore and offshore corporate (except for Monaco businesses apart from the Monaco SCI)
  • Trustee and fiduciary activities

Professionally qualified and experienced staff can assist you, your family, and your business. They can help guide you through the intricacies of the modern tax and estate planning requirements in the jurisdictions where you reside, operate and hold assets.

We are an independent service provider to individuals and families and actively manage assets, trusts and corporations, foundations and other legal structures and their underlying assets for multiple wealthy families. A wide range of services include tax and estate planning, accounting and reporting, risk management, objective financial counsel, trusteeship, lifestyle management, coordination of professionals, and foundation management. Personal services such as managing properties, household staff, making travel arrangements, organising visas, and residence are also undertaken.

Senior management are also personally actively involved in the operation of businesses in a wide range of areas and locations, so have first-hand experience of operational, regulatory and financial issues faced by entrepreneurs in practice. They act creatively and pro-actively in the interests of the client.

Member of AMPA (Association Monégasque des Professionnels en Administration des Structures Etrangères).

Authorised to provide Monaco trustee services under Law 214.