Gouvernance & patrimoine
Gouvernance familiale, planification successorale et transmission de patrimoine, coordination fiscale et philanthropie.
Gouvernance familiale
Family governance is the set of structures, rules, and habits that help a family make decisions together. About money, employment, distributions, and leadership — across generations. It covers everything from… · 8 min de lecture
A family constitution (also called a family charter) is a written document that captures a family's shared values…
Succession planning for a family office means preparing for two overlapping transitions: who leads the family's wealth…
Preparing the next generation means building a structured, age-appropriate program that teaches younger family members…
Succession & Transmission de patrimoine
Estate planning and wealth transfer is the body of legal and financial work that determines how a family's assets pass…
A trust is a legal arrangement in which one party holds and manages assets for the benefit of another. This guide…
Family limited partnerships (FLPs) and family LLCs are legal entities that families commonly use to consolidate assets…
Life insurance plays a structural role in wealth planning far beyond simple income replacement. It can provide…
Fiscalité
A family office manages tax not as a once-a-year filing exercise but as a continuous, year-round coordination effort…
The family tax calendar is the recurring, year-round schedule a family office follows to coordinate tax filings…
Philanthropie
Philanthropy in a family office means far more than writing checks. It is a structured program that covers direct…
A private foundation is a legal entity a family creates to pursue charitable goals, funded almost entirely by the…
A donor-advised fund (DAF) is a charitable giving account held at a sponsoring organization where a donor makes an…