Marco Emanuele Liardo takes on expanded Leadership role across Switzerland and the Americas

Charles Monat Associates is proud to announce that Marco Emanuele Liardo, Head of Switzerland, has taken on an expanded role, now also leading the Charles Monat Americas business.

In this dual capacity, Marco will spearhead the development and delivery of highly personalized liquidity planning solutions across both regions. His leadership will be instrumental in helping to preserve, protect, and grow our clients’ wealth across generations, with a particular focus on tailored strategies for UHNW and HNW individuals and families.

Marco brings a proven track record and deep expertise in cross-border wealth structuring. His extended leadership will support our commitment to excellence in legacy and wealth planning, and we are confident that his strategic vision will continue to strengthen our global network of referral partners. Under his guidance, we look forward to cultivating even deeper long-term relationships built on trust, continuity, and shared success.

As we move forward, this leadership evolution reflects our dedication to delivering seamless and strategic solutions to clients across key financial hubs worldwide.