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Our Services

Fern Advisors SAM is a public limited company approved in Monaco to carry out the activity of Multi Family Office. Created in 2022 by two shareholders from the management bank and the notary profession, our company aims to assist you on an ad hoc basis for a specific operation or more globally by offering you monitoring adapted to your needs.

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, and wealth organization fields, FERN Advisors offers personalized services to meet the diverse needs of its clients.

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ADMINISTRATION AND MANAGEMENT OF FAMILY WEALTH

 

 

 

Social mandates of CIVIL SOCIETY.

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RIE: "Responsable des Informations Elémentaires"

 

Participation in the boards of FOUNDATION , TRUST Protector and other heritage structures.

 

Reflection and organization of heritage transmission.

 

Assistance with estate management - Executor mandate.

 

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KNOW YOUR BANK

 

 

 

 

 

Assistance and negotiation of real estate or Lombard credit.

 

Monitoring and analysis of banking and financial assets.

 

Assistance with dispute management. Analysis of all types of banking documents, including account and portfolio statements.

 

Analysis of banking and financial assets.

 

Assistance in resolving disputes with banking establishments and help in completing the formalities for opening bank accounts - KYC - KYT.

 

Assistance in choosing the bank and jurisdiction best suited to the client's needs.

 

​PROPERTY MANAGEMENT

 

 

 

 

Support in real estate acquisitions. Analysis of opportunities and their structuring.

 

Monitoring and coordination of work and construction sites.

 

Assistance in drafting contracts in this area in conjunction with professionals in the sector

 

Search mandate for real estate or personal property (vehicle, work of art, aircraft, etc.)

 

CAREER MANAGEMENT AND HELP WITH STRUCTURING THE WEALTH

 

 

High-level athletes

 

Entrepreneurs still active or who have sold their company.

 

CONSOLIDATION

 

 

 

 

 

Global and secure consolidation, in a synthetic or detailed manner, of a Client's banking, movable, real estate and human assets, allowing them to view all of their assets in one quick click from their mobile phone or PC.

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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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