{"id":31940,"date":"2026-09-16T21:16:34","date_gmt":"2026-09-16T19:16:34","guid":{"rendered":"https:\/\/www.richter.ca\/?post_type=insights&p=31940"},"modified":"2026-09-17T18:54:56","modified_gmt":"2026-09-17T16:54:56","slug":"de-la-creation-de-richesse-a-la-preservation-du-patrimoine","status":"publish","type":"insights","link":"https:\/\/www.richter.ca\/fr\/nos-reflexions\/de-la-creation-de-richesse-a-la-preservation-du-patrimoine\/","title":{"rendered":"De la cr\u00e9ation de richesse \u00e0 la pr\u00e9servation du patrimoine"},"content":{"rendered":"
\n

Le paysage de la richesse au Canada continue d\u2019\u00e9voluer, alors que le secteur des technologies et d\u2019autres secteurs \u00e9mergents g\u00e9n\u00e8rent d\u2019importantes fortunes, parall\u00e8lement aux familles d\u2019entrepreneurs \u00e9tablies depuis plusieurs g\u00e9n\u00e9rations au pays. Un r\u00e9cent article de Canadian Family Offices<\/em>,<\/a> qui s\u2019int\u00e9resse \u00e0 certaines des personnes et familles les plus fortun\u00e9es au Canada, met en lumi\u00e8re une distinction importante : cr\u00e9er un patrimoine consid\u00e9rable et r\u00e9ussir \u00e0 le pr\u00e9server au fil des g\u00e9n\u00e9rations sont deux choses bien diff\u00e9rentes.<\/p>\n

Greg Moore<\/a>, associ\u00e9, gestionnaire de portefeuille<\/strong>, souligne que les p\u00e9riodes de cr\u00e9ation rapide de richesse peuvent \u00e9galement entra\u00eener un risque de concentration accru, particuli\u00e8rement lorsque la valeur nette d\u2019un entrepreneur demeure \u00e9troitement li\u00e9e \u00e0 l\u2019entreprise ou au secteur \u00e0 l\u2019origine de sa fortune. L\u2019histoire montre que des gains importants peuvent s\u2019\u00e9roder rapidement lorsque les march\u00e9s et la valeur des actifs \u00e9voluent. Pour les familles dont le patrimoine s\u2019est accru rapidement, la diversification peut donc jouer un r\u00f4le important dans le passage de la cr\u00e9ation de richesse \u00e0 la pr\u00e9servation du patrimoine \u00e0 long terme.<\/p>\n

Greg rappelle \u00e9galement que les classements publics ne pr\u00e9sentent qu\u2019une partie du portrait de la richesse au Canada. De nombreuses familles prosp\u00e8res choisissent d\u00e9lib\u00e9r\u00e9ment de demeurer discr\u00e8tes, tandis que d\u2019autres d\u00e9tiennent une part importante de leur patrimoine dans des entreprises priv\u00e9es et des placements dont la valeur est difficile \u00e0 \u00e9tablir de l\u2019ext\u00e9rieur. Cette r\u00e9alit\u00e9 souligne l\u2019importance de regarder au-del\u00e0 des valeurs qui font les manchettes. Pour les familles qui souhaitent pr\u00e9server leur patrimoine au fil des g\u00e9n\u00e9rations, la r\u00e9ussite \u00e0 long terme ne d\u00e9pend pas uniquement de la richesse cr\u00e9\u00e9e, mais aussi de la fa\u00e7on dont celle-ci est diversifi\u00e9e, g\u00e9r\u00e9e et pr\u00e9par\u00e9e en vue de l\u2019avenir.<\/p>\n

Lisez l\u2019article complet sur le site de Canadian Family Offices<\/em><\/a>.<\/p>\n<\/div>\n\n

\n
\n Pour d\u00e9couvrir comment nous pouvons vous accompagner, communiquez avec Greg Moore<\/span>
\n Afficher tout<\/a>\n <\/div>\n <\/div>\n
\n \n
\n \"Greg\n
\n

Greg Moore<\/h3>\n
CFA<\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n <\/div>","protected":false},"excerpt":{"rendered":"

D\u00e9couvrez comment les familles fortun\u00e9es peuvent pr\u00e9server leur patrimoine gr\u00e2ce \u00e0 la diversification, \u00e0 une gestion rigoureuse et \u00e0 une planification \u00e0 long terme.<\/p>\n","protected":false},"featured_media":31939,"template":"","insights-type":[1358],"class_list":["post-31940","insights","type-insights","status-publish","has-post-thumbnail","hentry","insights-type-nouvelles-la-vie-chez-richter"],"acf":[],"yoast_head":"\nDe la cr\u00e9ation de richesse \u00e0 la pr\u00e9servation du patrimoine - Richter<\/title>\n<meta name=\"description\" content=\"D\u00e9couvrez comment les familles fortun\u00e9es peuvent pr\u00e9server leur patrimoine gr\u00e2ce \u00e0 la diversification, \u00e0 une gestion rigoureuse et \u00e0 une planification \u00e0 long terme.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"De la cr\u00e9ation de richesse \u00e0 la pr\u00e9servation du patrimoine - 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