estate watch

Protecting family wealth

Under the trustee’s supervision, the estate oversight office makes it possible for several family members to participate in both integrated and discrete financial planning discussions.

The benefits for family members:

  • Centralization of their personal financial planning
  • Possibility of investing as a group
  • Increased purchasing power and lower portfolio management costs 

Better management of:

  • investments
  • tax matters
  • regulatory matters
  • estate planning
  • gifts to children
  • transactions between families (if applicable)
  • adherence to the personal wishes of the assignor or family members
  • adherence to the investment model 

Un service offert par LAFOND PLANIFICATION

Continuity management in family SMEs

Continuity or succession in a family company is fraught with issues that are seldom managed well. Read more...