Entrepreneurs - Monaco
Working with entrepreneurs in Monaco
Many of our clients have built or inherited entrepreneurial wealth and remain closely involved in the management of their businesses. While business priorities naturally come first, personal wealth planning remains essential. From our Monaco office, we help entrepreneurs and their families navigate every stage of their journey with tailored advice and long-term support.
A unique gateway to our expertise
Entrepreneurs often face increasingly complex wealth considerations that extend beyond their business activities.
At Rothschild & Co Wealth Management Monaco, we support entrepreneurs, family-owned businesses, executives of listed companies and managers of private equity-backed firms in navigating both their professional and personal wealth objectives.
Monaco's international environment attracts business owners whose interests, investments and family considerations may span multiple markets and jurisdictions. To address these interconnected challenges, our clients benefit from coordinated access to specialists in private banking, corporate finance, wealth planning and investment management. Through a dedicated relationship, we provide integrated advice that brings together business and personal wealth considerations in a seamless and efficient manner.
Tailored advice
Entrepreneurs often face interconnected personal and business decisions. Our Monaco team collaborates closely with the Group’s advisory businesses, including Global Advisory and Five Arrows, to provide coordinated support that reflects both professional ambitions and personal wealth priorities.
Combining expertise in corporate advisory and wealth planning, we take a comprehensive view of an entrepreneur’s professional and personal assets. This integrated perspective helps us support entrepreneurs, their families and their businesses through both current decisions and long-term projects.
The international dimension of wealth in Monaco calls for a joined-up approach to personal and professional assets. A Private Banker, Corporate Advisory Banker, Wealth Planner and Investment Manager work together to provide coordinated expertise tailored to your individual situation and objectives.
By combining their perspectives, our specialists continuously review your legal and tax environment, oversee your financial assets and, where relevant, support the administration of your wider asset base, ensuring that the different dimensions of your wealth are considered together.
Your present and future projects
Growth
Growing a business often means focusing time and resources on entrepreneurial priorities, leaving less time to address personal wealth considerations. Yet planning ahead can make a meaningful difference, whether you are building wealth alongside your company’s development or preparing future expansion projects.
Our Monaco team supports entrepreneurs in navigating these decisions by combining investment expertise with access to the Group’s broader capabilities. Working closely with our Global Advisory teams, we help business owners explore fundraising opportunities, strategic partnerships and external growth initiatives.
Selling
For your business
Deciding to sell a business involves balancing market conditions, company-specific considerations and personal objectives. Throughout this process, entrepreneurs benefit from having advisors who understand both the transaction and its personal implications.
In collaboration with our Global Advisory division, we help ensure that your personal wealth considerations remain fully integrated into the decision-making process, allowing your corporate advisors to focus on the transaction itself.
For you
Selling a company represents a significant milestone that often opens a new chapter for entrepreneurs and their families. Beyond the transaction itself, it raises important questions about future plans, wealth structuring and long-term objectives.
Whether you are considering reinvesting sale proceeds, diversifying your assets or pursuing philanthropic initiatives, our Monaco-based specialists can help you assess the available options and make informed decisions regarding planning, structuring and taxation.
