{"id":1403,"count":3,"description":"Wealth transfer is a major issue, both from a family and tax perspective. Gifts, succession, beneficiary clauses, Dutreil pacts, statutory reserve: these concepts structure the organization of transfer. \nAnticipating allows for reducing conflicts, optimizing taxation, and protecting loved ones. A successful transfer is based on comprehensive planning integrating the family situation, the nature of assets, and long-term objectives. \nWealth management does not stop at building capital. It includes its organization and transfer under appropriate conditions. \nThis section brings together the main definitions related to wealth transfer and succession mechanisms.","link":"https:\/\/www.experts-du-patrimoine.fr\/en\/glossary-wealth-management\/wealth-transfer-and-inheritance\/","name":"Transfer and Succession","slug":"wealth-transfer-and-inheritance","taxonomy":"categorie_lexique","parent":0,"meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Wealth management glossary : Transfer and Succession &#187; Experts du Patrimoine<\/title>\n<meta name=\"description\" content=\"Transmission et succession : organiser la transmission de son patrimoine\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth management glossary : Transfer and Succession &#187; 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