Monitor Quest Wealth
Our team brings together over 100 years of international private wealth, fiduciary and legal expertise.
We offer periodic or one-off reviews of existing financial arrangements. The focus is on ensuring an individual has created an environment that relieves them from the burdens of wealth. This requires appropriate structures, governance, succession, investment policies, private banking arrangements and compliance with tax advice.
Using a network of professional contacts we will source new advisors where required. Monitor Quest is able to create and attend tenders for new professional service providers and when required, oversee transition arrangements.
To ensure clients are obtaining the best value possible, we will monitor fee levels for professional services relating to the administration and management of wealth.
Our familiarity in bringing together complex structuring arrangements enables us to co-ordinate multiple technical advisors to create an environment for a family that is coherent, rigorous and cost effective.