Mission
We deliver world-class, unparalleled wealth planning and liquidity solutions that are tailored to your needs.
We do this by:
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Building exceptional institutional relationships with global financial institutions.
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Nurturing and growing our thriving network of professional wealth partners.
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Operating an outstanding global advisory and brokerage services with a culture that is focused on long term partnerships.
OUR VALUES
Integrity
Partnership
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.
Charles Monat © 2017-2021. All rights reserved.
