Advisory on the ownership, structuring, and stewardship of estates, agricultural land, and significant rural holdings, including governance, succession, and long-term capital planning.
HERITAGE ASSETS
Montbards advises on the stewardship, ownership, and long-term governance of significant heritage assets held for continuity, identity, and inter-generational permanence.
Engagements are mandate-led and long-term in nature. We work with principals and families to structure the ownership, governance, and capital frameworks around assets that are not held for short-term realisation, but for preservation, controlled enjoyment, and enduring value.
ESTATES & LAND
VINEYARDS & FARM ESTATES
Structuring and oversight of vineyards and agricultural heritage assets held for generational continuity, integrating land ownership, operating structures, and capital discipline.
RACING & BLOODSTOCK
Advisory on ownership structures, funding frameworks, and long-term governance for bloodstock and racing assets, aligned with heritage objectives rather than speculative returns.
COLLECTIONS & CULTURAL ASSETS
Stewardship frameworks for significant collections, including art, automobiles, and other culturally important assets, focusing on custody, governance, and continuity.