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 INDEPENDENCE

Charles Monat is a privately owned and independent firm, with a strategic partnership with Willis Towers Watson.

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, with a strategic partnership with Willis Towers Watson.

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.
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