E. Marco Liardo is the Head and Managing Director for Switzerland and the Americas at Charles Monat Associates. In this role, he leads the development and delivery of highly personalized liquidity planning solutions, working closely with sophisticated private clients to help them preserve, protect, and grow their wealth across generations. Marco also mentors his sales consultant teams in Switzerland and the Americas, fostering a high-performance culture rooted in integrity and client focus. He manages a continuously growing network of trusted referral partners, cultivating long-term relationships. Marco is an appointed member of the Global Advisory Council, which reports directly to the Group Executive Committee. In this capacity, he contributes to shaping the firm’s strategic response to the evolving landscape of global wealth management. With 25 years of experience advising UHNW/HNW clients, Marco brings a deep understanding of both the technical aspects of insurance and the nuances of private banking. Prior to joining Charles Monat Associates, he successfully built and led the Swiss hub of another international life insurance brokerage firm. He also held a senior role in Private Banking Life Insurance, at a global Swiss private bank, where he led the launch and implementation of the bank’s life insurance referral platform in Switzerland. Earlier in his career, Marco served as Head of Financial Analysis and Senior M&A Manager at a leading global insurance group. Marco’s combined expertise in insurance structuring and private banking uniquely positions him to deliver exceptional succession planning advice to clients and banking partners alike. He holds a Master’s degree in Finance and Capital Markets from the University of Basel, Switzerland.