{"id":29872,"date":"2025-12-12T19:24:38","date_gmt":"2025-12-12T18:24:38","guid":{"rendered":"https:\/\/www.richter.ca\/?post_type=insights&p=29872"},"modified":"2025-12-12T19:35:09","modified_gmt":"2025-12-12T18:35:09","slug":"la-planification-successorale-et-la-perte-de-visibilite-sur-certains-actifs-chez-les-familles-fortunees","status":"publish","type":"insights","link":"https:\/\/www.richter.ca\/fr\/nos-reflexions\/la-planification-successorale-et-la-perte-de-visibilite-sur-certains-actifs-chez-les-familles-fortunees\/","title":{"rendered":"La planification successorale et la perte de visibilit\u00e9 sur certains actifs chez les familles fortun\u00e9es"},"content":{"rendered":"
\n

Dans un r\u00e9cent article sur les risques li\u00e9s \u00e0 la planification successorale, Scott Binns<\/a> met en lumi\u00e8re un enjeu \u00e9tonnamment fr\u00e9quent chez les familles fortun\u00e9es : la perte de visibilit\u00e9 sur certains actifs au fil du temps. \u00c0 mesure que les bilans familiaux se complexifient, s\u2019\u00e9tendant \u00e0 plusieurs entit\u00e9s, territoires et g\u00e9n\u00e9rations, m\u00eame des avoirs importants, comme des biens immobiliers, des certificats d\u2019actions papier ou des actifs num\u00e9riques, peuvent passer inaper\u00e7us en l\u2019absence d\u2019un inventaire clair et centralis\u00e9.<\/p>\n

Scott Binns explique que les familles sont souvent convaincues de bien conna\u00eetre l\u2019ensemble de leurs actifs, mais que cette certitude s\u2019estompe lorsque les conseillers entreprennent un examen d\u00e9taill\u00e9 des comptes bancaires, des portefeuilles de placement, des polices d\u2019assurance, des biens immobiliers et des portefeuilles num\u00e9riques. Il souligne que les actifs manquants sont fr\u00e9quemment d\u00e9couverts seulement apr\u00e8s un d\u00e9c\u00e8s, moment o\u00f9 leur r\u00e9cup\u00e9ration devient plus co\u00fbteuse, plus longue et \u00e9motionnellement plus \u00e9prouvante. Son analyse s\u2019inscrit dans une r\u00e9flexion plus large sur la fa\u00e7on dont la diminution des documents papier, la multiplication des placements priv\u00e9s et la fragmentation de la supervision accroissent le risque de patrimoine oubli\u00e9.<\/p>\n

Pour consulter l\u2019article complet, visitez le site de Canadian Family Offices<\/a>.<\/p>\n<\/div>\n\n

\n
\n Notre expert<\/span>
\n Afficher tout<\/a>\n <\/div>\n <\/div>\n
\n \n
\n \"\"\n
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Scott Binns<\/h3>\n
CPA<\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n <\/div>\n\n\n\n","protected":false},"excerpt":{"rendered":"

Les familles fortun\u00e9es peuvent perdre de vue certains actifs au fil du temps. D\u00e9couvrez pourquoi et comment la planification successorale peut limiter ce risque.<\/p>\n","protected":false},"featured_media":29871,"template":"","insights-type":[1374,1371],"class_list":["post-29872","insights","type-insights","status-publish","has-post-thumbnail","hentry","insights-type-naviguer-la-dynamique-familiale","insights-type-optimiser-vos-activites"],"acf":[],"yoast_head":"\nLa planification successorale et la perte de visibilit\u00e9 sur certains actifs chez les familles fortun\u00e9es - Richter<\/title>\n<meta name=\"description\" content=\"Les familles fortun\u00e9es peuvent perdre de vue certains actifs au fil du temps. 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