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FERN ADVISORS MFO SAM

DEDICATED TO WEALTHY PEOPLE WISHING ONE-OFF OR REGULAR PERSONALIZED ASSISTANCE

FERN ADVISORS MFOSAM is a multi-family office licensed in Monaco to provide high-end wealth management assistance to a high-net-worth clientele. As a tailor-made service center, we aim to meet the diverse needs of wealthy families, ensuring accurate and comprehensive monitoring of their financial and non-financial assets while providing them with daily assistance in a wide range of matters.

The FERN ADVISORS MFO SAM team benefits from a network of quality professionals that allows it to provide wealth management assistance to its clients in the most varied and specialized areas ranging from estate planning, asset consolidation, administrative and financial monitoring, assistance in property acquisition or litigation, to private concierge services.

A PRIVATE BANKING CULTURE DEDICATED TO MULTI FAMILY OFFICE, OPENED TO THE INTERNATIONAL WITH STRONG TIES WITH SWITZERLAND AND MONACO

Address

FERN Advisors MFO SAM

25 avenue de la Costa 

98000 Monaco

Emails

sylvie.bulzomi@fernadvisors.mc

edouard.cure@fernadvisors.mc

Phone

00 377 93 15 25 25

Linkedin

Contact Us

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1. Introduction

This Privacy Policy describes how FERN ADVISORS M.F.O. S.A.M. (“FERN ADVISORS” or “the Company”) collects, uses, and protects personal data in compliance with Monaco Law n° 1.165 of December 23, 1993, as amended, and the recommendations of the CCIN (Monaco Data Protection Authority).FERN ADVISORS is committed to maintaining a high level of data confidentiality and integrity, aligned with EU GDPR standards.

2. Data ControllerFERN ADVISORS M.F.O. S.A.M.25 av de la Costa – 98000 MonacoData Protection Officer (DPO): sylvie.bulzomi@fernadvisors.mc

3. Data CollectedWe only collect information necessary for legitimate business purposes:Identity and contact details (name, company, email, phone);Information voluntarily provided via contact forms;Technical browsing data (IP address, anonymous analytics cookies).No sensitive data (health, political, or religious) is collected.

4. PurposesPersonal data are processed to:Respond to contact or information requests;Manage client and partner relationships;Comply with financial regulations and legal obligations;Improve website quality and performance;Prevent fraud or security incidents.

5. Legal BasisProcessing relies on:Performance of a contract or pre-contractual measures;Legal obligations;FERN ADVISORS’ legitimate interest in maintaining secure and efficient communications.

6. Data RetentionContact data: up to 5 years after last interaction;Technical logs/cookies: up to 13 months;Legal/contractual data: per Monaco’s statutory retention periods.

7. Data Sharing and TransfersFERN ADVISORS does not sell or share data for marketing purposes.Transfers occur only to trusted technical partners or legal authorities, under strict confidentiality.Any international transfer ensures an adequate level of protection (recognized jurisdictions or contractual safeguards).

8. User RightsYou have the right to access, correct, delete, or object to processing of your data.Requests may be sent to: sylvie.bulzomi@fernadvisors.mcor by mail to FERN ADVISORS M.F.O. S.A.M., Data Protection Officer, 25 av de la Costa, 98000 Monaco.You may also contact the CCIN if you believe your rights are not respected.

9. SecurityWe apply strong technical and organizational measures:firewalls, encryption, restricted access, secure backups, and continuous monitoring of our providers’ compliance.

10. CookiesThe website uses strictly necessary and anonymous analytical cookies.You can configure your browser to refuse non-essential cookies.

11. UpdatesThis policy may be updated from time to time.Last update: November 2025.

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