“WEALTH ENGINEERING”: THE DIFFERENTIATING FACTOR OF FAMILY OFFICES

Are you looking to optimally structure and manage your wealth and planning to transfer it? Simple management of your assets cannot address this legitimate concern. Only the cross-functional services offered by the best family offices can provide a solution.

Indeed, the term “wealth engineering” refers to the study of a project from every angle (technical, economic, financial, legal and social), which requires consolidation to coordinate the work of several teams of specialists and to take into account the particularities of every individual or family.

Your family office’s wealth engineering department should look at all these concerns with you, well before managing your assets.

A client wishing to invest in a forest, finance a start-up, start an art collection or sell their vintage car at auction can now do so through their family office, which has a role comparable to that of an orchestra conductor...

Wealth engineering is a vast and complex subject drawing on rules from different fields (legal, fiscal, financial and real estate markets) and requiring constant adaptability. Many wealthy families contact us realizing that their usual intermediaries are sometimes unable to answer all of their civil, fiscal and financial needs.

Until quite recently, some financial institutions prided themselves on management expertise. The private bankers of this older generation were primarily asset managers. However, with the decline of the financial markets sparing few investors, the added value of these managers became questionable. Today, management is no longer the differentiating criterion.

A client wishing to invest in a forest, finance a start-up, start an art collection or sell their vintage car at auction can now do so through their family office, which has a role comparable to that of an orchestra conductor. In short, the family office orchestrates its services and, if necessary, directs its clients to the most appropriate expert.

The Blue Bridge wealth engineering team operates where many disciplines (wealth management, family law, international taxation, insurance, philanthropy, etc.) cross paths, with the aim of structuring all assets—personal and professional, in Canada or abroad—for the purpose of facilitating transfer, optimizing return or protecting your loved ones.

We offer solutions in America, Europe and Asia. Our clients are families or individuals living around the world. We are their preferred partner to meet their expectations. Blue Bridge provides its clients with experience, diverse expertise and a skilled team supporting clients in all of their projects. We offer them a global and personalized wealth management service, based on the advice of the best European, North American and Asian experts.

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