Maitland Monaco

Maitland is a global advisory, administration and family office firm providing seamless multi-jurisdictional legal, tax, fiduciary, investment and fund administration services to corporate, institutional and private clients. Founded in Luxembourg in 1976, the firm is privately owned and fully independent. It has 16 offices in 12 jurisdictions, over 1,100 employees and over $250 billion in assets under administration.

Maitland Monaco provides a pivotal point in Maitland’s global private client offering. Maitland’s Chairman, Michael Solomon, heads up the Monaco team. The office opened in 2008 and has grown rapidly in response to the needs of internationally mobile clients. Monaco as a jurisdiction Monaco has been traditionally popular with the ‘rich and famous’ and retains this allure, while at the same time offering a tax-efficient regime for residents and a convenient jurisdiction from which to conduct international business. Our focus is on As an independent sovereign state located between the foot of the Southern Alps and the relationship with you, the Mediterranean, the Principality is known for its cultural activities, major sporting from which all else events and gastronomy. In addition to lifestyle advantages, residents of Monaco pay no income, capital gains or wealth tax and direct heirs are exempt from inheritance tax. flows. A client-centric approach At the core of Maitland’s offering is the understanding that clients seek solutions from a trusted adviser sitting on their side of the fence, looking out for their interests, and adding real value to all aspects of their financial well-being. Our focus is on the relationship with our client, from which all else flows. Our approach works – many of our original clients of 40 years ago remain with us to this day.

Our services Legal Maitland’s services in Monaco are high-touch and exceedingly personalised. In line with our global private client offering, we offer integrated Legal, Fiduciary and Investment services. Through one local point of contact at Maitland in Monaco, we provide a door to the services of the wider Maitland group and are thus able to offer an end–to-end solution to meet the full range of clients’ business and family office requirements. Fiduciary Investment We specialise in the set-up and ongoing administration of customised, multi-jurisdictional structures, so regardless of where they are located we can manage these structures for you from Monaco. Some of the family office structures on which we advise, as well as set up and manage include: • Family succession structures such as trusts and private trust companies (PTCs). • Family governance structures. • International holding and tax-efficient structures for assets such as family owned businesses, private equity investments, aircraft, helicopters, yachts, commercial and private real estate and artworks. • Philanthropic structures. We also offer: • Lifestyle assets administration - we enable our clients to get the maximum enjoyment from their lifestyle assets by taking away the burden of administration. • Corporate services for the ongoing administration of the structured solutions that we customise for clients. • A range of sophisticated and flexible investment services tailored to suit the individual needs and requirements of family offices and private clients. We offer independent investment advisory and reporting services, as well as a comprehensive discretionary portfolio management service.

Relocating to Monaco? Own property in Monaco or France?

Maitland can assist you with every aspect of your relocation, from Regardless of the economic or geopolitical environment, we see pre-relocation tax planning, to the immigration process. ultra-wealthy individuals continuing to purchase luxury homes We can assist you with the purchasing of a property, choice of around the world to further diversify their holdings. Monaco schooling for your children and provide concierge-type services if residential real estate remains among the most expensive in the you require them. world. If you are not a Monaco or French resident but own a holiday property in your own name or that of an entity, Maitland can help you to manage the property. We can provide trustees to trusts and directors to companies and represent you on resident associations or body corporates.

Key contacts

Maria Patterson Pieter Theron Key Account Manager Key Account Manager T: +377 97 97 31 84 T: +377 97 97 31 82 E: [email protected] E: [email protected]

Arsene Canet Cecile Schlub Senior Client Administration Manager Senior Associate T: +377 97 97 51 30 T: +377 97 97 31 88 E: [email protected] E: [email protected]

maitlandgroup.com

Maitland Monaco SAM is licensed as a Corporate and Trust Service Provider and regulated by SICCFIN. The information and opinions herein are for information purposes only. They are not intended to constitute legal, financial or other professional advice, and should not be relied upon as such or treated as a substitute for specific advice relevant to particular circumstances. Maitland as a group or any of its member firms or affiliated entities accepts no responsibility for any errors, omissions or misleading statements in this publication, or for any loss which might arise from reliance on the material. No mention of any organisation, company or individual, whether on these pages or not, shall imply any approval or warranty as to the standing and capability of any such organisations, companies or individuals on the part of Maitland. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser.

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