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 * About us
 * Projects
 * Contact Us
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   * About us
   * Projects
   * Contact Us

 * About us
 * Projects
 * Contact Us
 * …  
   * About us
   * Projects
   * Contact Us





 * INVESTING IN DREAMS, REAPING LEGACIES
   
   At Montfort Wealth Management, we believe in empowering you to achieve your
   financial aspirations. Our dedicated team of seasoned experts is committed to
   providing personalized wealth management solutions tailored to your unique
   goals. With a steadfast focus on financial growth, security, and long-term
   success, Montfort is your trusted partner in navigating the complex world of
   wealth management.raph text here.


 * OUR PROJECT
   
   1
   
   
   
   IMPACT INVESTING FOR SOCIAL CHANGE
   
   Our experts worked closely with the client to identify specific impact areas
   of interest. We curated a portfolio that
   included investments in companies and funds dedicated to positive social
   and environmental change. By aligning the investment strategy with the
   client's values, we aimed to generate financial returns while
   contributing to a more sustainable and equitable world.
   
   2
   
   
   
   WEALTH TRANSFER AND LEGACY PLANNING
   
   Our team collaborated with legal experts to create a comprehensive estate
   plan. This involved establishing trusts,
   implementing tax-efficient gifting strategies, and ensuring the seamless
   transfer of assets to heirs. We also provided guidance on philanthropic
   endeavors, allowing the client to leave a lasting legacy in line with
   their values.
   
   3
   
   
   CHARITABLE GIVING AND PHILANTHROPIC STRATEGY
   
   Montfort's philanthropy-focused team collaborated with the client to identify
   causes and organizations aligned with their values. We designed
   a strategic giving plan, incorporating donor-advised funds and
   charitable trusts to maximize the impact of their contributions. The
   goal was to not only support meaningful causes but also to integrate
   philanthropy into their overall financial strategy.

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   Rue de la Corraterie 5,
   1204 Genève, Switzerland
   office@montfortwm.com
   











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