Family Governance
Centralized Family Governance in service of wealth control and peace of mind.
SERVICES

The longevity of family wealth depends on structured governance and a shared vision across generations. Our family governance support aims to create the conditions for harmonious succession and wealth management aligned with your values.

We assist you in structuring your governance by establishing bodies tailored to your family's size and complexity: family council, family board, family assemblies. These frameworks foster dialogue, collective decision-making, and prepare future generations for their wealth management responsibilities.

Our role also includes formalizing the operating rules that will govern your family wealth: family charter and decision-making protocols. These documents form the foundation of clear governance, minimizing sources of tension and ensuring the continuity of your vision.

By structuring your family governance, we help you transform your wealth into a collective project, meaningful and cohesive for present and future generations.

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Donation-sharing: Optimizing the transmission of your assets with legal and fiscal security

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The temporary transfer of usufruct of commercial real estate: a lever for fiscal and asset optimization

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