Advisory on ownership structures, holding frameworks, and long-term capital alignment.
PRIVATE CAPITAL
Acting as senior adviser to principals, families, and family-controlled businesses on capital structure, ownership frameworks, and long-term balance sheet strategy
Our work is mandate-led and strategic. We advise, design, and coordinate capital solutions alongside clients’ existing banks, lawyers, and advisers. Montbards does not sell products or manage money. Our role is to ensure clarity, alignment, and durability in complex capital arrangements.
INSURANCE STRUCTURING
Design and coordination of insurance solutions as part of wider capital and succession planning.
SUCCESSION PLANNING
Structuring ownership, governance, and inter-generational transfer alongside trusted legal advisers.
STEWARDSHIP
Oversight of long-term assets held for continuity, heritage, and strategic permanence.