What we do
Plan, protect, prosper
Our team of professionals are specialists in providing
World-class wealth transfer and liquidity solutions
with proven capabilities and in-depth knowledge, serving complex needs across multiple jurisdictions.
OUR LEGACY
Charles Monat is the pioneering and leading HNW broker globally with over 5 decades of expertise.
OUR STRENGTH
Our strength lies in our people. Charles Monat Associates operates in offices globally with over 85 trusted consultants and 150 support staff to serve our High-Net-Worth clients and partners.
OUR PARTNERSHIPS
We are a trusted partner of over 80 active global private banks, financial management firms and 20 insurance carriers worldwide.
OUR PHILANTHROPY PLEDGE
At Charles Monat, we are committed in creating a lasting impact by improving lives and leaving a positive impression on the world.
OUR INDUSTRY INSIGHTS
As the leading global HNW broker, Charles Monat is an integral part in providing innovative insights to help shape the products and solutions in the global HNW life insurance space.
OUR LEGACY
Charles Monat is the pioneering and leading HNW broker globally with over 5 decades of expertise.
OUR INDEPENDENCE
Charles Monat is a privately owned and independent firm.
OUR PHILANTHROPY PLEDGE
At Charles Monat, we are committed in creating a lasting impact by improving lives and leaving a positive impression on the world.
OUR PARTNERSHIPS
We are a trusted partner of over 80 active global private banks, financial management firms and 20 insurance carriers worldwide.
OUR INDUSTRY INSIGHTS
As the leading global HNW broker, Charles Monat is an integral part in providing innovative insights to help shape the products and solutions in the global HNW life insurance space.
Our deep understanding of the ever-changing needs of our clients plays an
Integral part to help shape innovative solutions in navigating the complex landscape of wealth preservation
a key differentiator Charles Monat offers to our clients.
Discover Trusted Legacy Planning with Charles Monat
Join the ranks of high net-worth individuals, affluent families, and multinational executives who trust Charles Monat. Connect with us today to secure your legacy with a partner renowned for excellence.