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

The Family

The family unit can be a major source of conflict for a family company. On the one hand, the successor for the top job is most likely to be a family member, while on the other hand family members’ interests and objectives can be divergent.