Our advice – Even with a capital of 500,000 euros, it is possible to adopt the main principles of management of the biggest heritage. The rule: structure, diversify, pilot over time. Here is the procedure to follow.
In 2025, investing the fruit of an inheritance, a real estate sale or the sale of a company is no longer just distributing its savings on some standard products: it is a question of building a real strategy aligned with its heritage and tax objectives, its horizon, its appetite to risks and sometimes even its convictions. Following the steps of large fortunes can thus be enlightening. Because this year they have changed posture. No more disembodied investment in abstract financial products: the “family offices”, these structures dedicated to the management of wealth of wealthy families, now want to weigh on the real economy, and permanently. “” For Family Offices, Investing is no longer just a job of performance: it is also a matter of convictions, impact and meaning », Insists Rémi Béguin, head of the AFFO barometer (French Association of Family Offices) who analyzes the management guidelines each year. International both geopolitical and economic tensions are not unrelated to this evolution. They are now cited as a structuring factor by 38 % of the professionals interviewed for the barometer. And if 2025 remains for the moment a good vintage for actions, the big heritages are looking for more stability today by moving towards the unlisted.
Private equity
The Private Equity (PE), has thus become the first class of assets in their wallets…