Heritage Family Office
VerifiedFamily office Monte-CarloSince 1996
About
Multi-family office, Monaco
Consolidated wealth oversight, governance and lifestyle administration for international families resident on the Riviera.
Why we list them
Discreet, independent oversight across generations — governance and reporting that principals actually trust.
Specialties
The Heritage Family Office team
Team (3)Maximilian Brandt
Director
English · French
Valentina Greco
Senior advisor
English · French · Italian
Hugo Aumont
Advisor
English · French
Other leading Family office firms
Established 1864; part of the Artcurial Group; dedicated Monaco office.
Monaco
Established 1894; family-run for 40+ years under Michel Dotta; president of Monaco's real-estate chamber.
Carré d'Or
Founded 1920 — one of the oldest independent law firms in Monaco; ranked by Chambers and Legal 500 for private client/tax.
Monaco
Heritage Family Office