Founded in 2009, Monterone Partners AG is a FINMA-licensed wealth management firm and multi-family office. The company operates independently and is owned by its partners, ensuring alignment of interests with its clients. Its mission is to preserve and grow the wealth of a select number of families across generations by offering a holistic range of services, including wealth management, family governance, consolidated reporting, and philanthropy advisory. They emphasize a long-term, personalized approach to managing complex family assets and succession planning.

Founded in

United Kingdom