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Wealth Architecture
Family holding38
Family holding

The family holding: fortress or trap?

Why the greatest risk to family wealth sometimes comes from the person entrusted with managing it

A family holding protects what has been built from fragmentation among the heirs and from outside claims. The same structure, however, can concentrate all information, appointments and financial decisions in one person. The analysis distinguishes the management of the businesses from the management of the family ownership itself and shows the role of the owners who consciously stay outside day-to-day business.

The most valuable asset of a family holding is not the person who manages the wealth today. It is the ability of the structure to preserve that wealth when this person can no longer, or should no longer, manage it.
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Family holding · 12 min read