Company Profile
Unumar Family Office is a multi-family office based in Monaco, established in 2019. The firm is dedicated to the preservation and growth of wealth for high-net-worth families and individuals. They provide comprehensive and tailored services that encompass investment management, estate planning, and financial advisory. Operating within a complex and evolving fiscal, legal, and financial landscape, Unumar Family Office assists clients with the structuring, management, development, and long-term sustainability of both their private and professional assets.
The firm obtained its Multi Family Office license through Ministerial Order No. 2022-536 on October 13, 2022, underscoring its adherence to regulatory compliance in the Principality of Monaco. Unumar Family Office emphasizes diversification across various asset classes, including and beyond real estate, collaborating with bankers, managers, and lawyers to optimize investment monitoring and growth in both market and off-market opportunities. Beyond investment services, they also offer administrative and lifestyle support, simplifying daily life and assisting with public authority obligations.
Founded in 2019, Unumar Family Office is led by CEO Jacopo Marzocco. The firm's team comprises experienced and dynamic professionals who are committed to delivering high-quality, independent advice. Their operational model ensures that remuneration is solely derived from clients, guaranteeing complete independence and the absence of third-party commissions. While specific notable investments or portfolio companies are not publicly disclosed, the firm's focus is on strategic wealth management across diverse sectors and geographies.
Unumar Family Office's international involvement is a core aspect of its operations, addressing cross-border wealth issues daily. While primarily based in Monaco, the firm also assists clients with wealth-related matters in other jurisdictions, including the United Kingdom, particularly London, leveraging a strong network of local contacts and expertise in the English environment.
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