Capabilities and Solutions
Pioneer in the development of customised wealth planning solution
From building and protecting wealth to planning for retirement and transferring your legacy, our specialized services ensure peace of mind for you and your loved ones.
Comprehensive Legacy Planning Solutions
We offer solutions for all client needs—family security, societal contribution, business continuity, and retirement planning. Our services range from estate planning to philanthropy and business resilience, aiming to secure your immediate and long-term legacy.
![](https://www.monat.com/wp-content/uploads/2024/05/what-we-do-bg.webp)
Wealth Accumulation
Securing family finances, home investments, lifestyle goals, and business transitions, protect and prepare your future priorities.
Retirement Planning
Whether it’s philanthropy, preserving wealth, or planning for future generations, we ensure your loved ones’ financial security.
Wealth Transfer
Safeguarding the next generations, ensuring smooth business succession, and leaving a lasting legacy.
Areas of specialization
- Aerospace
- Affinity
- Captive Management
- Claims Advocacy
- Construction
- Corporate and Commercial
- Financial, Executive and Professional Risk
- Employee Benefits
- Marine
- Mergers and Acquisitions
- Political and Credit Risk
- Technology, Media,
- Telecoms
- Risk & Analytics
- Terrorism