Belmont Multi-Family Office
Monaco multi-family office providing structuring, tax, fiduciary and wealth-planning services, including wealth reviews and consolidated reporting.
Identity
- HEADQUARTERS
- Monaco, Monaco
Overview
Belmont describes itself as a multi-family office based in Monaco offering structuring, tax, fiduciary and wealth-planning services to an international clientele. Its family-office services include relocation support, wealth reviews covering allocation, performance, fees and risk, monitoring of clients' advisers and managers with consolidated reporting, and transaction support. It was set up by Christopher Theo; co-director James Theo joined in 2017.
People
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Belmont Multi-Family Office is a multi family office based in Monaco, Monaco.
Belmont Multi-Family Office does not publicly state whether it invests directly or through funds.
Key people at Belmont Multi-Family Office include Christopher Theo (Founder), James Theo (Co-Director), Costa Theo (Partner) and Camille Napoleoni (Legal and Tax Specialist).