INTERNATIONAL TAX &
STRUCTURING
The world is fast changing. Taxes and regulations are multiplying and becoming more complex. We help you navigate the minefield to find workable solutions to allow for efficient structuring and peace of mind.
Belmont SARL, our fiduciary entity, is licensed to set up trusts, act as trustees and carry out trust administration. We also set up off-shore companies, Monegasque SCPs (specifically for holding and managing assets) and other useful structures.
ESTATE PLANNING
An essential task for any family, we guide you through a carefully designed estate review to ensure family wealth is protected and your wishes are followed through smoothly.
WEALTH REVIEW
We assist our clients explore and ultimately identify their goals and objectives for their wealth. We then review their assets and liabilities, income and expenditure, creating a plan with them to achieve their goals.
WEALTH MANAGEMENT
Belmont is an independent firm with no links to or relationships with investment managers. We help you choose the managers best suited to you and then carefully monitor their progress to identify weaknesses.
REAL ESTATE &
LIFESTYLE ASSET MANAGEMENT
We assist clients with cross-border real estate transactions, property development projects and property management.
We have significant experience in purchasing yachts, aircrafts and vehicles, including structuring, registration, maintenance and safe keeping.
We also advise clients on art, wine and other collectibles using in house knowledge as well as our network of leading advisors.
FAMILY ENTERPRISE
Using our broad range of expertise in legal, accounting, finance and administration we assist clients in the management of their family enterprise.
FAMILY GOVERNANCE
Conflict within families is inevitable. Having the correct structures and processes in place provides a means to overcome issues before they arise.
Belmont MFO can help you to implement and improve family governance to ensure rapid and fair dispute resolution.
PHILANTHROPY &
IMPACT INVESTING
Sustainable investing for positive impact and pure charitable giving are very close to our and many of our clients’ hearts.
We have access to world leading advisors in these fields but most importantly Belmont MFO was founded on the principle that we assist our clients in doing good.