Montclare Capital Partners
Our commitment revolves around providing accurate and personalized services designed to meet your specific financial goals.
Cross-Border Financial Advisory for Investors, Entrepreneurs & Families
Montclare Capital Partners provides tailored guidance in real estate investment, business structuring, and wealth planning across the Netherlands, Europe, Latin America, and the Middle East.
Whether you’re expanding a company, buying property, or protecting family wealth, we offer strategic expertise and local insight to help you navigate complex international markets with clarity, compliance, and confidence.
Mission, Values & Long-Term Vision
To empower international families, entrepreneurs, and private investors with tailored strategies to preserve, grow, and transition family wealth across borders and generations. At Montclare, we bring clarity to complexity—through discreet advisory, precise structuring, and global insight rooted in local understanding.
Our Values
Discretion. We operate with quiet strength. Confidentiality and trust are the foundation of our relationships with families and individuals alike.
Integrity. We prioritize ethical responsibility and long-term alignment with your family’s goals and values.
Precision. Every detail matters. Our advice is grounded in tax, legal, and financial accuracy, with multi-jurisdictional coordination.
Strategic Empathy. We listen deeply and advise with care. Each family’s legacy, priorities, and circumstances are unique.
Partnership. We work hand-in-hand with families and their advisors, across borders and generations, to secure enduring outcomes.
Montclare Capital Partners aims to become Europe’s most trusted boutique platform for cross-border advisory, with a particular focus on family wealth preservation and continuity.
Over the next decade, we will:
Serve families and private investors in key gateway regions: the Netherlands, Spain, Portugal, Italy, Poland, Latin America, the United Arab Emirates, other Arab countries, and across broader Europe.
Build a digital advisory ecosystem with secure client portals, legacy vaults, and AI-enhanced planning tools tailored to multi-generational needs.
Develop a modular family office model for mid-cap wealth owners, offering advisory, structuring, compliance, and legacy planning services.
Lead in thought leadership through the Montclare Journal, providing insights on real estate, succession, governance, and international structuring.
Expand our network of trusted legal, financial, and real estate experts on the ground in over 15 countries, ensuring locally anchored, globally aligned solutions.
Succession & Continuity Planning
Succession and continuity planning are essential for any business or family seeking long-term resilience, control, and purpose across generations. At Montclare Capital Partners, we support founders, shareholders, and high-net-worth families in crafting strategies that ensure leadership transitions are smooth, structures remain resilient, and values endure. Whether you’re preparing to pass the reins to the next generation, professionalize your family office, or exit through a sale, our multidisciplinary approach integrates tax, legal, and operational clarity.
Succession & Continuity
Business Succession Planning.
A successful succession plan is not just about naming a successor. It's about preparing the business, aligning interests, and creating a governance framework that supports long-term performance. We work with founders and shareholders to identify and develop leadership, assess ownership scenarios, and ensure a legal and fiscal structure that supports a seamless transition. From management buyouts to intra-family transfers, Montclare brings strategic calm to emotionally and financially significant milestones.
Leadership Continuity Structures.
Continuity goes beyond ownership. It requires clear governance tools to manage disputes, define roles, and safeguard strategic vision. We advise on the use of supervisory boards, golden shares, succession clauses, and family charters to formalize the long-term direction of businesses and family assets. This creates clarity not just for today’s decision-makers, but for future stewards as well.
Integration with Holding & Legacy Structures.
Succession planning is most effective when it is fully aligned with your holding companies, foundations, and estate planning. We ensure that continuity strategies reflect your legal structure—be it a Dutch Stichting, Spanish SL, or international trust. Our team collaborates with legal and tax professionals to implement tailored governance within your foundation, holding company, or operational entity.
Exit Strategy Design
Planning your exit is as important as launching your business. Whether you're preparing for a partial divestment, full sale, or generational transition, we help define and structure your exit in a way that protects value and minimizes tax exposure. We advise on deal structuring, buyer due diligence preparation, and risk mitigation for post-exit financial continuity.
Cross-Border & Multigenerational Challenges.
Succession and continuity issues are amplified when family members or assets are spread across jurisdictions. Montclare specializes in harmonizing cross-border legal environments, aligning fiscal structures, and accounting for regulatory variances. Our multilingual, multicultural approach supports smooth transitions for families with global footprints.
Why Succession Planning Cannot Wait.
The earlier you begin, the more options you preserve. Delaying succession planning can expose your business to legal disputes, leadership vacuums, and avoidable tax burdens. With global markets moving faster than ever, and regulatory pressure on inheritance and ownership intensifying, now is the time to secure your legacy.
Engagement Process.
Our advisory process typically begins with a discovery session where we assess your objectives, stakeholders, and structural complexity. From there, we co-develop a roadmap that may include leadership assessments, legal structuring, and governance design. Each plan is bespoke, grounded in your values, and reviewed regularly to evolve with your needs.
Pricing Philosophy.
Transparency and trust guide our pricing. We offer flexible models based on engagement type and depth:
Hourly consultation for exploratory work or sparring.
Project-based pricing for full succession strategies or legacy audits.
Retainer-based support for ongoing guidance to family offices or boards.
All models include a clear scope, milestones, and deliverables.
Digital Experience.
You will have access to a secure client portal where all strategic documents, legal templates, and milestone updates are stored. Digital collaboration ensures continuity, even across countries and generations.
Contact Us.
Secure your future today. Whether you are planning succession within a local Dutch family business or coordinating across three continents, we are here to help. Let’s build something that lasts.
Email: contact@montclarecapital.com | www.montclarecapital.com.
Business Structuring & Expansion
At Montclare Capital Partners, we support entrepreneurs, family businesses, and foreign investors in structuring and expanding their operations across the Netherlands and broader European markets. Our approach is practical, strategic, and tailored to both start-ups and established firms looking to optimize their structure or scale across borders.
Why Montclare.
Decades of experience with cross-border corporate structuring.
Multilingual team and extensive notarial, legal, and fiscal network.
Trusted by founders, investors, and international boards.
Let’s Build Your Business Future.
contact@montclarecapital.com | www.montclarecapital.com
Advisory for Private Clients & Investors
Real Estate Advisory (NL, EU, and LATAM)
We guide expats, private buyers, and investors through property markets in the Netherlands and select EU and Latin American regions.
Property scouting and market due diligence.
Legal and tax alignment across jurisdictions.
Mortgage facilitation through vetted lenders.
Rental yield analysis and investment insights.
End-to-end support, from viewings to ownership registration.
Foundations & Legacy Structures
Preserve wealth and plan succession with Dutch foundations and cross-border legacy vehicles.
Dutch Stichting setup and advisory.
Governance models for private, philanthropic, or business goals.
Coordination with notaries and legal advisors.
Long-term intergenerational wealth planning.
Tax Structuring
We simplify complex fiscal landscapes so private clients stay compliant while optimizing outcomes.
Tax onboarding for expats and non-residents.
Real estate tax efficiency (Box 3, M-form, etc.).
Family and investment holding strategies.
Coordination with your global advisors and Dutch Belastingdienst.
Pricing Philosophy & Engagement Model
Clarity and flexibility are core to our engagement. We offer the following models based on your project type and level of involvement desired.
Hourly Billing: Best for short consultations or strategic sparring sessions.
Fixed Project Fees: Ideal for well-scoped services like tax structuring, foundation setup, or property acquisition.
Retainer Model: Designed for clients needing continuous, year-round guidance.
Each model includes a clear scope, timeline, and transparent pricing. We believe financial clarity starts with us.
Digital Experience
Montclare clients benefit from a secure and user-friendly digital experience.
Personalized client portals.
Encrypted document sharing and contract signing.
Online appointment scheduling.
Regular update briefs and milestone tracking.
This setup ensures international clients can remain engaged regardless of their location or time zone.
Legal Format Clarity
Navigating entity structures across borders can be complex. We simplify this by advising on format selection based on jurisdiction, purpose, and tax treatment.
Netherlands: Stichting, Besloten Vennootschap (B.V.).
Spain & LATAM: Sociedad Limitada (S.L.), Sociedad Anónima (S.A.).
Global: Limited Liability Company (LLC), Trusts, Foundations.
We work closely with legal partners to ensure that your entity type aligns with your investment, philanthropic, or succession goals.
Why Montclare.
Deep expertise in EU-LATAM private structuring.
Fluent in Spanish, Dutch, and English markets.
Personal, discreet, and strategic advisory.
Built for families, founders, and international lives.
Let’s Build Your Business Future.
contact@montclarecapital.com | www.montclarecapital.com
Client Testimonial
“Montclare has become more than a financial advisor — they are a trusted confidant. Their quiet precision, deep expertise, and understanding of cross-border strategy gave me the clarity and structure I needed to relocate my assets and secure my family’s future in the Netherlands.”
Plan with Precision. Act with Confidence.
Whether you’re investing, relocating, or expanding your business, strategic clarity starts here.
Book a Free Consultation
Speak directly with one of our senior advisors and discover how Montclare can support your international goals. No obligations — just expert insight.
"We had been struggling for over a year to recover a significant cross-border debt involving entities in Poland and Spain. Montclare not only helped us structure the recovery legally across jurisdictions, but did so with precision, diplomacy, and full discretion. Their knowledge of both Dutch enforcement routes and Spanish legal culture made all the difference. Thanks to their guidance, we secured a favorable outcome without litigation."
Warsaw/Madrid Managing Director, Industrial Supply Group