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Equiom in Monaco

With over 20 years of experience in the Principality, Equiom’s Monaco office has been a trusted partner for ultra-high-net-worth individuals, international families, and entrepreneurs since its establishment in 2003. Formed through the acquisition of a respected fiduciary business in 2017, our team delivers tailored cross-border and domestic solutions with a focus on corporate and trust structuring.

Strategically located in Monaco, a bustling centre for international wealth and globally recognised events such as the Monaco Yacht Show, we are well-positioned to offer top-tier services in this vibrant financial hub. Our Monaco office offers a comprehensive suite of services, including wealth planning, family office services, luxury asset management, and corporate services. We pride ourselves on our deep understanding of the local market and our ability to offer bespoke solutions that meet the evolving needs of both local and internationally mobile clients.

As active members of esteemed professional associations such as ACAMS, STEP, AMPA, and AMCO our subject matter experts actively contribute to knowledge sharing, and participation in industry events covering challenges, best practices, and market intelligence with industry peers.

Our comprehensive suite of fiduciary and corporate services is tailored to a global client base. Whether establishing holding structures, managing international assets, supporting succession planning, or enhancing operational efficiency, we deliver strategic solutions at every stage.

Our multilingual professionals, fluent in French, English, Italian, German, Spanish, Russian and Arabic, bring cultural fluency and precision to every engagement. This enables seamless coordination across jurisdictions and supports our clients with integrated, multi-jurisdictional solutions through Equiom’s global network spanning Europe, Asia, the Middle East, UK, and the Crown Dependencies.

We work closely with private clients, family offices or intermediaries such as law firms, asset managers and private bankers to design bespoke structures that align with personal and financial goals, ensuring compliance with both civil and common law frameworks. Our approach balances rigour with flexibility, underpinned by high standards of governance and service.

At Equiom, we believe in building long-term relationships based on trust, integrity, and excellence. Our commitment to delivering high-quality director-led services has earned us a reputation as a leading provider in the industry, as evidenced by Equiom Monaco being named runner-up for Trust Company of the Year, Mediterranean at the 2024 Citywealth International Finance Centre (IFC) Awards. 

By simplifying complexity through tailored structuring, and long-term relationship management, we empower our clients with the expertise and support required for enduring success.

Equiom S.A.M. is authorised to act as a trustee and fiduciary services provider by the Ministry of Finance in Monaco.

View our privacy policy in English here or in French here.