Our site has been rebuilt from the ground up: a way in by situation rather than by service, and the guides at the centre rather than in an appendix.
You will find what we do, how we do it and — less commonly — what we decline to do. The family, shareholder, corporate and start-up governance pages are live, and new guides continue to appear.
Succession: far more than a wealth transaction
Alongside Juliette Batailler (Wealins), Pierre-Olivier Bernard (Opleo Avocats), David Dumont (Louvre Banque Privée) and Pascale Gloser (Sianne Patrimoine), Camille Bougon brought a governance perspective to the challenges of succession.
Passing on a family business is not simply a matter of organising the transfer of its shares or handling the legal and tax aspects.
Succession is also a moment of transformation for the family, the business and their governance. It raises deeply human and strategic questions: how do you prepare the next generation? What place do you give to those who want to join the business, and to those who choose another path? How should the roles of the chief executive, the shareholders and the family members evolve? How do you preserve the company's ability to decide while keeping the family together?
