Mission

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.

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.