A Strong, Elegant Sanctuary of Great Wealth
About Us
Providing highly personalized financial and lifestyle management services to multiple wealthy families… focused on desired outcomes with an eye to building wealth, preserving wealth & enhancing income.
Core Services
Service cater to specialized requirements & outcomes needs of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs)
Wealth Management
Investment Advisory & Portfolio Management
Tailored investment strategies across asset classes, including equities, bonds, real estate, private equity, and alternative investments.
Asset Allocation
Diversifying assets to manage risk and optimize returns.
Performance Monitoring
Regular tracking and reporting on investment performance.
Financial Planning
Tax Planning & Optimization
Strategies to minimize tax exposure, especially in the context of Monaco’s tax-efficient environment.
Estate Planning
Structuring wealth transfer to heirs, trusts, and foundations.
Succession Planning
Ensuring smooth business or asset transfers across generations.
Legal & Compliance
Legal Advisory
Ensuring compliance with local and international laws, including tax regulations.
Trusts & Foundations
Setting up legal structures for asset protection and charitable giving.
Family Governance & Education
Family Governance Structures
Helping families establish systems for decision-making and conflict resolution.
Next-Generation Education
Preparing younger family members for wealth management responsibilities through financial education.
Philanthropy & Impact Investing
Charitable Giving
Assistance with philanthropic endeavors, including setting up foundations and impact investing strategies.
Impact Investment Strategies
Aligning family values with investments that yield social or environmental benefits.
Cross-Border Expertise
Monaco’s strategic location and tax-friendly regime
make multi-family offices there highly skilled in managing cross-border wealth, dealing with multi-jurisdictional laws, and optimizing international tax structures.
Values
Fortis
strong, powerful –
partners have strong global relationships with the powerhouse in wealth creation and asset management to chose from best-in-class investments
Elegans
elegant, refined –
elegant solutions refined over decades providing access to global diversified investment theses in investment vehicles tailored for outcomes for investors
Sacrarium
sanctuary, sacred place –
through a Single Platform, access to portfolio construction for outcomes: Building Wealth, Preserving wealth, Enhancing income
Magnae
great (describing the wealth) –
Consistent level of growth per desired outcomes
Divitiae
wealth creation,
with clearly defined wealth journey
Leadership Team
Experienced KgC Montgomery team with a Demonstrated Track Record in providing tailored solutions …
Gursh S Kundan
Non-Executive Managing Partner & Founder
Global value creator, developer, distributor of +1T AuM where innovation, UNSDGs and value creation intersect.
Over 30 years, Gursh has designed and implemented wealth management, financial planning investment strategies for Family Offices and in the Private Equity and Venture and M&A leveraging his deep expertise and experience in business & client acquisition and globalization for fortune 500 companies.
Holds multiple designations in Wealth Management (FINRA) and Harvard Business School in PEVC, among others.
Claudia M Kundan
Managing Partner
A dynamic professional include (A) Increasing creativity and innovation through (B) unique viewpoint, (C) International business development focused on new market growth. (D) Tailored financial solutions for growth with international banks and investments funds, (E) Diversity perspective through the cultural lens of Western and Eastern heritage.
Holds a doctorate (PhD) in finance, Anti-Money Laundering and Terrorism.