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 with a culture that is focused on long term partnerships.
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.