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Mont-Blanc Wealth Management Services Background & Overview Overview
Type
Family Office - Multi
General Information
Mont-Blanc Wealth Management Services is a multi-family office headquartered in Zug. The firm provides tailored investment management, estate planning, and succession advisory to high-net-worth families, emphasizing confidentiality and long-term value preservation. Its team collaborates closely with clients to address complex cross-border financial needs and regulatory requirements—supports families in navigating evolving global wealth landscapes while maintaining a focus on prudent stewardship and intergenerational continuity.
Contact Information
Website:
Year Founded:
Mont-Blanc Wealth Management Services Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Family Office - Multi
Mont-Blanc Wealth Management Services Leadership & Principals
Title:
Email:
Corporate Office:
Zug, Switzerland
Mont-Blanc Wealth Management Services Portfolio & Notable Allocations
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