About us
FERN Advisors MFO SAM is a Multi Family Office company dedicated to wealthy individuals and assisting its clients in the financial, real estate, work monitoring, search mandate for real estate acquisition, asset transfer, asset consolidation, organization of wealth. FERN Advisors supports you in the structuring, management and preservation of your assets, by offering you tailor-made and quality solutions.
Our Expertise
We provide you with our expertise in wealth management, supervision and control of financial investments, real estate, wealth transfer, wealth consolidation, and wealth organization. Our qualified team is able to offer you personalized advice and solutions tailored to your specific needs, which are defined in particular according to your nationality, your field of activity, your family situation and your geographical locations.
Our Philosophy
Our philosophy is based on transparency, trust, and commitment to our clients. We believe in a holistic approach to wealth management, taking into account our clients' long-term goals, family needs, and personal aspirations.
Our Commitment to Results
We are committed to delivering tangible and sustainable results for our clients. Our experience, proactive approach and expertise enable us to create value and support the growth of our clients' wealth.
Our Experience
With proven experience in the banking, financial, wealth and real estate sectors, we have successfully assisted many clients in achieving their financial and wealth goals. Our track record demonstrates our ability to manage complex situations and offer innovative solutions.
Partners for over 20 years, the two shareholders of the public limited company FERN Advisors MFO have as their principles transparency, ethics, respect for the rules of law, human and moral values with the sole aim of achieving the objective sought by our Client. FERN Advisors MFO SAM is a public limited company with capital of 150,000 euros duly approved in Monaco and regulated by Law No. 1,439 of December 2, 2016 creating the multi-family office activity. Law No. 1,439 of December 2, 2016 creating the multi-family office activity [Legimonaco] . Benefiting from direct contact with each of the shareholders and Managing Director, each Client, after having defined their expectations, can thus inquire at any time about the progress of their project and the mission entrusted to our company, while interacting at their convenience. With our expertise in Banking and Finance, Legal, Compliance, real estate, mortgage credit, security law, as well as in taxation, supplemented when necessary by a network of renowned and trusted experts sector by sector. "Taylor made" is the distinctive sign of our approach. Our intervention is systematically predefined in a clear and precise manner in a mission letter with a schedule and pricing jointly agreed between the Client and the MFO.
Sylvie BULZOMI
A university graduate in notarial law, after an experience within a French notary's office, Sylvie BULZOMI continued her career as Credit Risk Controller, member of the account opening committee and the credit committee, then Compliance Officer within the private bank ABN AMRO in Monaco. On this occasion, she was able to cooperate directly with IRS representatives in the context of the implementation of the American QI regulation in Monaco.
In 2000, she joined the private management bank HSBC Private Bank (Monaco) SA and its Legal & Compliance department, before becoming head of the Legal Department, which is notably responsible for the local, international and regulatory tax aspects of the Bank: monitoring of French IFU, European (Savings Directive, CRS), Italian (SCUDO) and American (QI) regulatory developments. She is also involved in customer relations, using the knowledge and experience acquired in assisting with the structuring of their assets - as a Wealth Planner - and in the analysis and implementation of credit transactions.
Ms. BULZOMI thus ensures regular intervention with customers, from the opening of business relationships to their closure, dealing with the various needs of customers, through to litigation and customer complaints and also ensuring the monitoring and management with lawyers, of debt recovery and property seizure procedures and the processing of estates;
When this bank closed in 2019, Sylvie BULZOMI set up her own legal structure to become the official and exclusive representative of HSBC in Monaco as Data Agent and consultant to HSBC Switzerland to ensure the settlement and closure of pending banking transactions.