Whether it's providing an income, careful estate succession planning or navigating complex family issues, our Client Advisers will serve as your trusted guides.
In addition to rigorous planning, our experts build a global investment strategy, integrating listed and unlisted assets, offering you diversity to meet your objectives.
From day-to-day services to project financing, we offer you a custom-tailored experience to meet your needs.
Whether you're from a successful entrepreneurial family or you're starting out on your own, it's never too early to seek sound advice. Whatever stage of your entrepreneurial journey you're at, we're here to support you.
With a 200-year history as a family-controlled business, we know what it takes to sustain wealth for the families and descendants of wealth creators. We know that your capital is precious and irreplaceable, and we'll treat it as such.
From funding your philanthropic goals to forecasting future spending, we'll partner with you on a long-term horizon, investing sustainably on your behalf to ensure you have a lasting impact for generations to come.
Our Wealth Management business provides expert knowledge to both local and international clients, including families and executives that work for industrial and commercial groups. We help them structure and plan their international wealth, secure private financing and manage their assets. We also give them the opportunity to invest in a range of Monaco-based mutual funds.
We believe responsible investing is the best way to deliver superior returns for our clients. Because environmental, social and governance issues are a source of both risks and opportunities, careful analysis of them is the start of our investment process.
Our offering is part of Rothschild & Co's global Wealth Management business. This encompasses teams based in 12 countries across Europe and the Middle East, supporting more than 15,000 clients and managing over €105bn of assets in total1.
In each country we offer impartial advice, tailor our approach to each client, and design a service that is right for you.
1 As at June 2026
