In the quest for a secure tomorrow, Charles Monat is here to help individuals, families and businesses plan ahead with peace of mind that guarantee the continuity of their life’s work.
Today’s High Net Worth clients are increasingly aware that their confidence in the future lies with wealth planning. It bears as much importance as the traditional wealth accumulation, and has become the key to protecting and enhancing their assets for the future.
Wealth planning is about protecting what has already been accumulated, while preserving and distributing it for future generations. It gives meaning to a lifetime of effort in growing businesses, pursuing life’s goals and establishing values for society.
Charles Monat is one of the world’s most trusted international life insurance brokers. We offer bespoke advisory and brokerage services for preserving wealth and creating liquidity. We are the partner of choice for high net worth clients, affluent families and executives of multinational companies.
As a global premium consultant, Charles Monat is a pioneer in the development of customised insurance based solutions. Over 8,000 private clients in Asia, Switzerland and across the world are our testimony to this.
Founded in Hong Kong in 1971, the company has grown to an international presence with offices operating in Hong Kong, Liechtenstein, Miami, Singapore and Zürich. We have global knowledge and cross-jurisdiction experience in serving clients in over 50 countries. Our team of professionals are specialists in providing world-class wealth transfer and liquidity solutions.
Every client of ours has unique family, wealth and business dynamics. Our aim is to develop successful and holistic relationships with our client's and business partners at the world’s most respected private banks, accounting firms and insurance carriers.
Protecting your legacy is our business.
We are Charles Monat. Your trusted partner in wealth planning.
OUR BUSINESS PARTNER
Together with our strategic partner, Willis Towers Watson – the world’s leading global advisory, broking and solutions provider, Charles Monat is able to offer our clients a global platform with an extensive range of human capital and risk management solutions.
Areas of specialization include:
Corporate and Commercial
Financial, Executive and Professional Risk
Mergers and Acquisitions
Political and Credit Risk
Risk & Analytics
Technology, Media, Telecoms
Established Charles Monat & Associates, a proprietorship, in Hong Kong
Incorporated Charles Monat Limited in Hong Kong
Developed a specialized Health and Hospitalization division, pioneered “Health is Wealth” approach for clients
Established Charles Monat Associates Limited, CIB member and Charles Monat Agency Limited due to requirements of Hong Kong law separating brokers and agents. Both owned by Charles Monat Limited
Established Charles Monat Associates Pte Ltd in Singapore. Owned by Charles Monat Limited
Established Charles Monat Associates LLC, a Massachusetts, USA company
Established operations in Switzerland
Willis acquired Charles Monat Limited
Established Charles Monat Associates AG in Liechtenstein
Management buyout of Charles Monat Limited, creating a unique business structure