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Private wealth and succession law

Our Private Client team advises and represents Monaco-based and international clients in both advisory and contentious matters, across several areas of expertise.

CMS Monaco's offering in Private wealth and succession law

Thanks to its extensive experience, our team of specialists in national and international family estate and succession law can analyse your personal situation in order to optimise your succession planning or re-evaluate your choices for transmitting your estate.

We advise our clients on the following matters:


Succession planning and wills


Reviewing wealth transfer strategies


Amicable settlement of estates


Succession disputes


Will challenges


Estate inventory and distribution


Protection of estate assets pending administration


International wealth structuring


Family governance


We work in partnership with notaries, tax specialists and other qualified professionals to offer forward-looking solutions for your chosen form of succession planning and to optimise tax aspects.

It is also evident that Monaco's cosmopolitan clientele requires technical skills in private international law. Drafting a will of a person whose estate is made up of multiple assets located in several countries regularly involves questioning the possible application of foreign law and verifying its regulations. We work in close collaboration with our network of associated firms in over 40 countries to meet our clients' needs for a cross-border assistance.

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Events

  • 10 Sep 2026 - 04 Nov 2026
  • 30 Sep 2026 - 19 Nov 2026

Local market knowledge. Global outlook

We provide future-facing legal advice to help your organisation thrive. Combining local market knowledge and a global perspective, and with lawyers in locations worldwide, your organisation benefits from the expertise it needs, even across borders.

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