FAMILY ARCHITECTURE

FAMILY WEALTH ARCHITECTURE

Wealth is not transmitted through structures alone.

It is carried through people.

A DELICATE BALANCE

Within families, wealth introduces complexity.

Not always visible but present.

Differences in perspective.
Unspoken expectations.
Variations in experience and control.

Left unstructured, these dynamics may remain manageable
until they are not.

THE ROLE OF ORIEL

Oriel brings clarity to the space where wealth and relationships meet.

We work with families to gently define:

Alignment
Clarity between partners and across generations.

Governance
How decisions are made and by whom.

Continuity
How wealth is sustained beyond the present moment.

THE WORK

This is a private and structured engagement.

It unfolds over time, allowing:
– reflection
– alignment
– precise definition

Often in coordination with existing advisors and institutions.

POSITION

Family offices manage complexity.

Oriel ensures that complexity can be held.

ENGAGEMENT

Family Architecture Office
→ €40,000 – €80,000+

Ongoing engagement available where continuity requires it.

Initial Diagnostic
A private, structured session to understand how your wealth is currently held, and where it may require refinement.
→ €1,500

Wealth Architecture
A defined engagement to bring clarity and structure to your financial position, and to establish a coherent framework for decision-making.
→ €25,000 – €40,000

Private Office
An ongoing relationship designed to maintain clarity over time, particularly in moments where decisions matter most.
→ €5,000 – €10,000 / month

1. PRESENTATION

Legal information:

Company name: ORIEL S.A.R.L. Address: Le Millefiori – 1 rue des Genêts – 98000 Monaco RCI N°: 16S07196 NIS: 7022Z18573 E-mail: [email protected]

Person in charge of the publications: Maja Frenkel Contact publication: [email protected]

Didier Mourenon

Hosting: Netserve – 92, Claire E. Engel Street – STJ 1815 – St. Julian – Malta – [email protected]

2. DESCRIPTION OF THE SERVICES PROVIDED

The purpose of the oriel.mc website is to provide information on all of the company's activities. The owner of the site strives to provide on the site oriel.mc information as accurate as possible. However, it can not be held responsible for omissions, inaccuracies and deficiencies in the update, whether by itself or by third party partners who provide this information. All the information offered on the site oriel.mc are given as an indication, are not exhaustive, and are likely to evolve. They are given subject to changes that have been made since they were put online.

3. INTELLECTUAL PROPERTY AND COUNTERFEITS

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5. PROTECTION OF PROPERTY AND PERSONS – MANAGEMENT OF PERSONAL DATA

User: Internet user using the aforementioned site: oriel.mc With Law No. 1.165 of 23/12/1993 on the protection of personal information, the Principality of Monaco introduced data protection rules into its domestic law that were supplemented and strengthened in 2008 to take into account technological developments and community standards.

On the site oriel.mc, the owner of the site collects personal information about the user only for the need of certain services offered by the site oriel.mc. The user provides this information with full knowledge of the facts, in particular when he enters it himself. It is then specified to the user of the site oriel.mc the obligation or not to provide this information. Any user has a right of access, rectification, deletion and opposition to personal data concerning him. To exercise this right, send your request to oriel.mc by email: [email protected] or by making a written and signed request, accompanied by a copy of the identity document with signature of the holder of the document, specifying the address to which the reply must be sent.

No personal information of the user of the site oriel.mc is published without the knowledge of the user, exchanged, transferred, assigned or sold on any medium whatsoever to third parties. Only the assumption of redemption of the site oriel.mc to the owner of the site and its rights would allow the transmission of said information to the prospective purchaser who would in turn be given the same obligation to store and modify data with respect to the user of the site oriel.com