GlobalWealthArchitecture
Wealth planning, investments, protection, credit and international structures for demanding clients.
Global Wealth & Beyond · montvenue.co
A global wealth boutique
Montvenue acts as wealth architect and financial concierge for entrepreneurs, families and investors seeking protection, liquidity, internationalization and access to more sophisticated structures.
Structuring & Planning
Holdings, offshores, trusts and bespoke legal-tax design.
Investments & Growth
Global multibank allocation with personalized mandates.
Credit & Structured Operations
Lombard, FX, strategic liquidity and collateralized solutions.
Why Switzerland remains a central jurisdiction
Political and economic stability
Strong currency and global reputation
Legal certainty and property protection
First-tier banking and multibank ecosystem
International access to credit, investments and structures
Financial innovation: private banking, crypto and Lombard
20+
Countries served
10+
Languages
30+
Partner banks
USD 2B+
In AUM
How the Montvenue structure works
Montvenue
Relationship & Advisory
- Wealth planning
- Suitability and onboarding
- Strategic coordination
- Advisory follow-up
Client
International Structuring
United Kingdom
Institutional coordination and distribution.
Switzerland
Banking administration, private banking and advisory.
Israel
International structuring and specialized solutions.
Execution and regulated services are structured by the appropriate entities in their respective jurisdictions.
Banking & institutional network
Brands shown as examples of infrastructure available through regulated partners. They do not imply corporate ties or endorsement.
Structures shaped for protection and succession
Family and corporate holdings
Offshores and international structures
Trusts and succession
Family office services
International pension and insurance
Multi-jurisdictional planning
Private funds and bespoke AMC
FX and digital assets
The ideal structure depends on the wealth objective, the client profile and the appropriate legal-tax design.
Swiss Assort — global investments and real protection
An international structure focused on wealth organization, strategic asset grouping and global capital allocation, with liquidity via Lombard Loan.
AMC Assort Brazil Diversified
- Product
- Actively Managed Certificate
- Strategy
- Assort Brazil Diversified · ABD1
- ISIN
- CH1503815826
- Format
- Open End · Private Placement
- Issuer
- Protected Cell · C.R.I Wealth Services PCC
- Jurisdiction
- Guernsey
Three profiles, one Swiss standard
Investor
Investment account
USD 10K–150K
Private Bank
International bank account
USD 150K–500K
Individual AMC
Dedicated fund with own ISIN
USD 500K+
The AMC does not constitute a collective investment scheme under CISA and is not subject to FINMA supervision in this framework. Investors bear the issuer credit risk.
Liquidity without selling assets
~65%
Reference LTV on eligible assets
1–2.5% p.a.
Interest base depending on structure and institution
+4.0%
Illustrative spread between average return and credit cost
up to 3x
Potential exposure with controlled leverage
Financial example of the operation
- 1 · Contribution
- USD 15,000
- 2 · Average investment return
- 6.5% a.a. · USD 975
- 3 · Lombard Loan (Switzerland) — 65% LTV
- USD 9,750
- 4 · Loan interest
- 2.5% a.a. · USD 243.75
- 5 · Net annual result
- USD 731.25
+0.0%
Estimated spread: loan at 2.5% p.a. versus average return of 6.5% p.a.
Illustrative example. Structure subject to eligibility, client profile, pledged assets, institution policy, LTV, interest and risk analysis.
Global insurance infrastructure
High-End Life Insurance
- Wealth and succession protection
- Legacy and liquidity planning
- Domestic and international structuring
- Bespoke solutions for families, entrepreneurs and holdings
International Health
- Global coverage and mobility
- Premium networks and second opinion
- Plans for executives, families and expatriates
- Coordination with lifestyle and international residency
Brands shown as examples of available infrastructure. Solutions subject to eligibility, jurisdiction and underwriting.
From wealth diagnosis to international implementation
Wealth diagnosis
A complete reading of income, wealth, risks, goals, and family and business structure.
Architecture design
Bespoke strategy and structure: jurisdictions, vehicles, banks and solutions.
Banking and structural onboarding
KYC, account opening and implementation of the appropriate structures.
Solution implementation
Allocation, protection, credit and FX executed with regulated partners.
Continuous follow-up
Periodic reviews, reporting and adjustments as life evolves.
VALUON
powered by Montvenue
A financial intelligence and personal management ecosystem: finance, behavior, learning and wealth vision in a single experience.
Montvenue · Global Wealth & Beyond
Wealth with method, beyond the obvious.
Request a strategic, confidential diagnosis of your wealth landscape in Brazil and abroad.
montvenue.co · relacionamento@montvenue.co