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FERN Advisors MFO SAM

DEDICATED TO WEALTHY PEOPLE WISHING ONE-OFF OR REGULAR PERSONALIZED ASSISTANCE

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Partners for over 20 years, the two shareholders of the public limited company FERN Advisors MFO have as their principles transparency, ethics, respect for the rules of law, human and moral values with the sole aim of achieving the objective sought by our Client. FERN Advisors MFO SAM is a public limited company with capital of 150,000 euros duly approved in Monaco and regulated by Law No. 1,439 of December 2, 2016 creating the multi-family office activity. Law No. 1,439 of December 2, 2016 creating the multi-family office activity [Legimonaco] . Benefiting from direct contact with each of the shareholders and Managing Director, each Client, after having defined their expectations, can thus inquire at any time about the progress of their project and the mission entrusted to our company, while interacting at their convenience. With our expertise in Banking and Finance, Legal, Compliance, real estate, mortgage credit, security law, as well as in taxation, supplemented when necessary by a network of renowned and trusted experts sector by sector. "Taylor made" is the distinctive sign of our approach. Our intervention is systematically predefined in a clear and precise manner in a mission letter with a schedule and pricing jointly agreed between the Client and the MFO.

Our Services

Fern Advisors SAM is a public limited company approved in Monaco to carry out the activity of Multi Family Office. Created in 2022 by two shareholders from the management bank and the notary profession, our company aims to assist you on an ad hoc basis for a specific operation or more globally by offering you monitoring adapted to your needs.

Dedicated to wealthy individuals and assisting its clients in the financial, real estate, work monitoring, search mandate for real estate acquisition, asset transfer, asset consolidation, and wealth organization fields, FERN Advisors offers personalized services to meet the diverse needs of its clients.

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ADMINISTRATION AND MANAGEMENT OF FAMILY ASSETS

 

Social mandates of CIVIL SOCIETY.

 

Participation in the boards of FOUNDATION, TRUST Protector and other heritage structures

 

Reflection and organization of heritage transmission

 

Assistance with estate management - executor mandate

KNOW YOUR BANK

MONITORING & ANALYSIS OF BANKING AND FINANCIAL ASSETS AND ASSISTANCE FOR DISPUTE MANAGEMENT

Analysis of banking and financial assets.

Assistance in resolving disputes with banking establishments and help in completing the formalities for opening bank accounts - KYC - KYT.

Help in choosing the bank and jurisdiction best suited to the client's needs.

CONCIERGE SERVICE

Search mandate in terms of domestic staff, catering, cook, driver, babysitter, flight crew.

Organization of private events

PROPERTY MANAGEMENT

Monitoring of work and construction sites.

Search mandate for real estate or personal property (vehicle, work of art, etc.)

CAREER MANAGEMENT AND HELP WITH STRUCTURING THE WEALTH OF NEW FORTUNES

ENTREPRENEURS who have sold their company.

TOP-LEVEL SPORTSMEN

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How We Work

Online Management

We offer online management solutions to facilitate the monitoring and management of our clients' financial and real estate assets.

Contact us

Our wealth management experts are available to help you monitor your investments of all types. Contact us to discuss your wealth goals, or other investment strategies.

Meet us

We welcome our clients to our offices in Monaco for in-person consultations. Meet with our team to discuss your financial situation and wealth goals.

WHY CHOOSE US?

With over 20 years of experience in private banking and notarial work, our team has all the technical and practical knowledge to best meet your needs. The network of professionals working in trust and total transparency with our company is also a guarantee of quality and security for our customers.

Experienced Professional Advisors

Simple and Accessible Management Tools

Continuous Evolution of our Services

OUR STRENGTH:

A COMPLETE RANGE OF SERVICES

AND TRUSTED PARTNERS

TO SATISFY EVERY CUSTOMER

DO NOT HESITATE TO ASK US

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