Wealth strategy

Ensuring the continuity and growth of family wealth

Patrimonial strategy is essential to ensure the sustainability of family wealth across generations. At Teleos, we assist entrepreneurial families in structuring the management of their family assets and developing shareholder agreements that govern the ownership, transfer and benefits of family business shares. Where necessary, we also support the creation and governance of a Family Office, enabling clear governance and effective management of assets beyond the business.

Why is wealth strategy essential for the continuity of your family business?

Families that successfully pass their business through multiple generations understand the importance of a well-defined patrimonial strategy. Formalizing norms for managing family assets ensures transparency in the ownership and transfer of shares, as well as a clear definition of benefits.

Key areas of support:

Developing a clear and effective shareholder agreement.
establishing rules for managing patrimonial assets beyond the business.
Creating a Family Office to oversee investments.

How does Teleos support the structuring of your wealth strategy?

We work closely with specialists in taxation, succession, and asset management to help you develop a comprehensive patrimonial strategy. From implementing a shareholder agreement to governing a Family Office, we ensure that every aspect of your family asset governance is optimized to guarantee the continuity and growth of your wealth.

Need help designing or optimizing your wealth strategy?

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Testimonial

Sophie is an exceptional facilitator and coach who enables and empowers family business members to develop a business vision and growth strategies through effective communication. Her ability to create, maintain and teach psychological safety with underlying empathy to enable difficult and sensitive conversations within the family and the business is truly remarkable. Her unique understanding of multi cultural family dynamics enables her to be an effective catalyst for driving positive transformation both in the business and interpersonal dynamics of various stakeholders. It’s been a privilege to know and work with her.
Aasiya & Samana Tejani G3, Co-owners - Director of Finance & Director of Operations Gits Food Products Pvt. Ltd
Testimonial

The transition from the third to the fourth generation of UCB family shareholders had been carefully planned for more than a decade by my aunts, uncle and father. My three cousins and I knew that we were likely to work together for at least twenty years to support the future innovations and growth of UCB. The competition of the succession process and numerous other unstated issues had somewhat come in the way of our deep friendship and mutual respect. In less than two days of work, Sophie helped us come to the core of those issues, feel them, express them clearly and move forward with a stronger than ever sense of unity and purpose. Those two days have nourished our interactions over the last years.
Charles-Antoine Janssen - Vice-Chairman - UCB