Monument Private Office
Monument Private Office is a Paris-based, dual-licensed (Carte T and ORIAS) private advisory firm serving international ultra-high-net-worth clients on acquiring, financing and structuring prime residential property in France and across Europe from offices in Paris, Cannes and London.
- Company typePrivate
- Founded-
- HeadquartersParis, France
- Headcount—
- GTM typeB2C
- OfferingServices
What Monument Private Office does
Monument Private Office SAS is a Paris-headquartered private advisory firm serving international ultra-high-net-worth clients seeking to acquire prime residential property in France and across Europe. The firm operates three integrated service lines: Prime Real Estate (independent acquisition advisory across Paris, the Côte d'Azur and the French Alps covering strategy, off-market sourcing, valuation, negotiation and transaction coordination), Bespoke Financing (cross-border credit intermediation accessing French and European private banks, specialist lenders and alternative credit providers for acquisition finance, refinancing and luxury asset financing), and Cross-border Structuring (ownership vehicle analysis, wealth tax and estate planning with coordination across notaires, lawyers and tax advisors). These workstreams are delivered within a single engagement rather than sequentially, addressing what the firm identifies as the fragmentation typical of complex international transactions.
The firm is regulated under two French regimes: Carte T (real estate transaction, CPI 7501 2024 000 000052, issued by CCI Paris under loi Hoguet) and ORIAS (credit intermediary, number 25007028, COBSP category, supervised by ACPR). It was founded by practitioners with prior institutional tenures at JLL, Knight Frank France and Barnes Family Office, with Aron Shadbolt serving as Founder and Managing Partner and Ben Mosses as Partner. Leadership holds RICS credentials, and the firm maintains professional indemnity insurance with Galian-SMABTP.
Monument operates from three offices — Paris (60 rue François 1er, 75008), Cannes, and London — covering France, Monaco and the United Kingdom. The business model is professional services: advisory fees are charged per engagement and credit intermediation commissions are received from lenders and fully disclosed to clients through an Initial Disclosure Document. Customer acquisition is driven by confidential initial conversations, professional referral networks (family offices, wealth managers, tax advisors, real estate agents) and thought-leadership content on the firm's website, with no paid advertising or self-service channels.
Monument Private Office firmographics
Firmographics- Name
- Monument Private Office
- Legal name
- Monument Private Office SAS
- Website
- https://monument-privateoffice.com
- Company type
- Private
- Operating status
- Operating
- Short description
- Monument Private Office is a Paris-based, dual-licensed (Carte T and ORIAS) private advisory firm serving international ultra-high-net-worth clients on acquiring, financing and structuring prime residential property in France and across Europe from offices in Paris, Cannes and London.
- Ownership category
- akta.pro rank
Monument Private Office industry classification
Industry- Product category
- Private Wealth Advisory
- akta.pro primary industry
- Art, Collectibles & Specialized Asset Advisory (Valuation, Storage, Lending) (FSAAADAO)
Keywords
Where Monument Private Office is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices3 records
Markets served
Monument Private Office business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
Revenue model
- Advisory Fees: Fees charged for real estate acquisition advisory and cross-border structuring services, set out in engagement agreements with clients.
- Credit Intermediation Commissions: Commissions (frais de courtage/procuration fees) received from lenders for credit intermediation services, which are fully disclosed to clients in the Initial Disclosure Document (Document d'Information Préalable).
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
Monument Private Office product offering
Product offeringCore offering
Monument Private Office is a private advisory firm that advises international ultra-high-net-worth clients on acquiring, financing and structuring prime residential property in France. Its services span independent acquisition advisory across Paris, the Côte d'Azur and the French Alps; cross-border credit intermediation with private banks, specialist lenders and alternative providers; and ownership, tax and estate structuring for international buyers. The firm operates as a single engagement framework rather than three separate workstreams.
Product overview
Monument Private Office is a private office advisory firm providing integrated services for international UHNW clients acquiring prime French property. The firm operates three interconnected service lines: Prime Real Estate (independent acquisition advisory covering Paris, Côte d'Azur, and French Alps with services spanning strategy, opportunity identification, evaluation, negotiation, and transaction coordination), Bespoke Financing (cross-border credit intermediation accessing private banks, specialist lenders, and alternative providers for acquisition finance, refinancing, and luxury asset financing), and Cross-border Structuring (ownership architecture, tax and estate planning, and compliance oversight for international acquisitions). These services are coordinated within a single engagement to ensure acquisition, financing, and structuring are aligned from the outset.
Differentiator
Problem solved
Functional benefit
Products and services
- Prime Real Estate
Companies that use Monument Private Office
Customer profileSegments1 record
Ideal customer profiles1 record
Monument Private Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Monument Private Office partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Galian-SMABTPcoreProfessional indemnity insurance provider for Monument Private Office SAS. Policy number: 172773W. The PI insurance is a regulatory requirement for licensed real estate transaction activities under French law (loi Hoguet).
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Monument Private Office competitors and assessment
Company assessmentDirect peers
- BARNES International: Paris-headquartered luxury real estate network with deep UHNW and family-office reach across France. Closest comparable to Monument given shared Paris/Cannes footprint, prime-residential focus, and integrated advisory positioning — and notably the prior employer of Monument's founder.
- John Taylor: French luxury real estate group specialising in prime residential across Paris, the Côte d'Azur, Monaco, and the Alps. Directly comparable to Monument's prime-residential acquisition advisory across the same French luxury geographies.
- Propriétés de France: French luxury real estate agency focused on character properties, châteaux, and prime residences across France. Comparable to Monument in serving international UHNW buyers targeting the same French luxury property segments.
- Emile Garcin: French luxury real estate agency operating across Paris, the Côte d'Azur, the French Alps, and other prime French regions. Comparable to Monument in serving UHNW buyers across the same French luxury corridors.
- Daniel Féau: Paris specialist in ultra-prime residential real estate, focused on the city's most prestigious arrondissements including the 7th and 16th. Directly comparable to Monument's Prime Real Estate service line for UHNW Parisian property acquisition.
Broad incumbents
- Savills: Global real estate advisor with a strong European prime-residential practice spanning Paris, the Côte d'Azur, and the Alps. Comparable as a broad incumbent competing for the same international UHNW mandate pool.
- JLL (Jones Lang LaSalle): Global real estate services firm with significant European prime-residential and capital markets capabilities. Comparable as a broad incumbent where Monument's founder began his career and as a competitor for integrated UHNW advisory mandates.
- Sotheby's International Realty (France): Global luxury real estate brand with a French affiliate network covering Paris, the Côte d'Azur, and the Alps. Comparable as a broad luxury incumbent drawing on the Sotheby's auction-house brand to serve international UHNW buyers in the same markets.
- Knight Frank: Global prime-residential and commercial real estate advisor with strong Paris and French Riviera presence and a dedicated international residential desk. Comparable as the prior institutional employer of Monument's founder and as a broader incumbent offering prime-residential advisory at scale.
- Christie's International Real Estate: Global luxury real estate network leveraging the Christie's auction brand with French affiliate presence. Comparable as a broad luxury incumbent competing for UHNW cross-border mandates in the same prime French segments.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Monument Private Office compliance and trust
Trust signalCompliance4 records
Monument Private Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
Monument Private Office leadership team
Management profileNumber of profiles
Profiles2 records
Monument Private Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Monument Private Office M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Monument Private Office
What does Monument Private Office do?
Monument Private Office is a private advisory firm that advises international ultra-high-net-worth clients on acquiring, financing and structuring prime residential property in France. Its services span independent acquisition advisory across Paris, the Côte d'Azur and the French Alps; cross-border credit intermediation with private banks, specialist lenders and alternative providers; and ownership, tax and estate structuring for international buyers. The firm operates as a single engagement framework rather than three separate workstreams.
Is Monument Private Office a public or private company?
Monument Private Office is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Monument Private Office founded?
Monument Private Office was founded in -1.
Where is Monument Private Office based?
Monument Private Office is headquartered in Paris, France, in the Europe region.
How does Monument Private Office make money?
Two revenue lines are on record. Advisory Fees are the primary driver. The others are credit Intermediation Commissions.
Who are Monument Private Office's main competitors?
Direct peers on record are BARNES International, John Taylor, Propriétés de France, Emile Garcin and Daniel Féau. Broad incumbents are Savills, JLL (Jones Lang LaSalle), Sotheby's International Realty (France), Knight Frank and Christie's International Real Estate.
Does Monument Private Office have an API?
No public API is recorded for Monument Private Office.
What industry is Monument Private Office in?
Monument Private Office's product category is Private Wealth Advisory. Its primary akta.pro industry code is FSAAADAO, Art, Collectibles & Specialized Asset Advisory (Valuation, Storage, Lending).