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We deliver world-class, unparalleled wealth planning and liquidity solutions that are tailored to your needs.

We do this by:

• Building exceptional institutional relationships with global financial institutions.

• Nurturing and growing our thriving network of professional wealth partners.

• Operating an outstanding global advisory and brokerage services whose culture is focused on being your long term partner.

OUR VALUES

Integrity

Collaboration

Excellence

Commitment

Discretion

OUR VISION

Charles Monat strives to be the premium insurance broker for high net worth clients, affluent families and executives of multinational companies who are seeking the best advisory service on wealth planning solutions and the design of executive benefit plans.