Charles Monat Associates is the world’s premier consultant for wealth transfer and liquidity solutions since 1971. A pioneer in the development of customized wealth solutions, we deliver world-class bespoke legacy planning and liquidity solutions to high net worth individuals. For half a century, we have navigated the complexities of wealth with a simple belief; your legacy is unique. From Asia to Europe, we tailor legacy planning for those who envision more. Our team of professionals are specialists in providing world-class wealth transfer and liquidity solutions with proven capabilities and in-depth knowledge, serving complex needs across multiple jurisdictions. Charles Monat Associates operates in offices globally with over 85 trusted consultants and 150 support staff to serve our High-Net-Worth clients and partners. Please be aware that Monat.com is our only official website with no affiliation to other LinkedIn pages or webpages claiming to be Charles Monat Associates. You may contact us directly through our website’s contact page - https://www.monat.com/contacts-offices/ should you have any doubts.
| Website | http://www.monat.com |
| Revenue | $142.3 million |
| Employees | 203 (166 on RocketReach) |
| Founded | 1971 |
| Phone | (786) 352-3658 |
| Industry | Financial Services, Insurance |
| Keywords | Life Insurance Brokerage, International Insurance, High Net Worth, Insurance Broker, Wealth Preservation, Financial Advisory, Wealth Management, Estate Planning, Bespoke Financial Services, Global Insurance, Insurance Planning, Insurance Consulting, Liquidity Solutions, Financial Planning, Investment Solutions, Financial Security, Risk Management, Asset Protection, Retirement Planning, Legacy Planning |
| Competitors | Bain & Company, Gallagher Insurance, Truist, Lockton, HUB International, EverQuote, Brown & Brown Insurance, Jardine Lloyd Thompson India (JLT India), WTW, Aon +39 more (view full list) |
| SIC | SIC Code 641 Companies, SIC Code 64 Companies |
| NAICS | NAICS Code 5242 Companies, NAICS Code 524 Companies, NAICS Code 524210 Companies, NAICS Code 52 Companies, NAICS Code 52421 Companies |
Looking for a particular Charles Monat Associates employee's phone or email?
The Charles Monat Associates annual revenue was $142.3 million in 2026.
Simon Lo is the Chief Executive Officer - International of Charles Monat Associates.
166 people are employed at Charles Monat Associates.
The NAICS codes for Charles Monat Associates are [5242, 524, 524210, 52, 52421].
The SIC codes for Charles Monat Associates are [641, 64].