# Montgrand Gestion Privee

Montgrand Gestion Privee is a Bank / Wealth / Trust based in Marseille, France.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Marseille, France
- **Region:** Europe
- **Address:** Marseille, France
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** montgrand.com
- **LinkedIn:** https://linkedin.com/company/montoux-gestion-privée

## Regulatory record

- **Reports private funds:** No

## About

Montgrand was established in 2007 in Marseille by Michael Zadgorski and partners who self-identify as entrepreneurs serving entrepreneurs. The firm targets business owners and their families, arguing that shared operational experience produces a more useful advisory relationship than a conventional private-bank model. Its service architecture bundles family governance, financial planning, investment management, and real estate solutions — a deliberate convergence the firm markets as 'accompagnement sur-mesure' (bespoke support). The firm deploys client capital across three observable investment lanes: direct real estate, private investments ('investissements privés'), and tax-optimized vehicles ('défiscalisation') — a combination standard for French wealth managers serving domestically focused family balance sheets. Geographic exposure is heavily concentrated in France and specifically the Provence-Alpes-Côte d'Azur region, where the firm's network and physical presence provide local-market access. Headcount and total assets under advisory are not published by the firm. The only named principal, Michael Zadgorski, anchors the investment and advisory decisions; no additional investment committee members, dedicated CIO, or external investment partners are identified on the public-facing site. Montgrand's structural differentiator is its insistence on an identity overlap between client and advisor: the firm's practitioners are presented as entrepreneurs who face the same professional-patrimonial friction they advise on. This peer-advisory framing distinguishes it from large French private banks, though it also concentrates risk in a single geography and a single client persona (the French SME owner-manager).

## Sectors

- Real Estate
- Private Credit

## People

- Michael Zadgorski — Principal (per firm website)

## Questions

### How does Montgrand structure its tax-optimization services?

The firm markets 'défiscalisation' as a core competency — these are regulated French tax-incentive schemes (such as the Pinel, Malraux, or Girardin laws) that allow clients to reduce tax liabilities through targeted investments in real estate, overseas territories, or SMEs. Montgrand integrates these into broader wealth plans for entrepreneur clients, though it does not publish individual program performance or risk disclosures.

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- [Montgomery County Employees' Retirement System](https://altss.com/profile/montgomery-county-employees-retirement-system)
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Source record modified: 2026-08-11T02:43:31.692Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://montgrand.com/
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/montgrand-gestion-privee

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology