Préservation du patrimoine

Preserving wealth has become a complex endeavor that extends far beyond simple portfolio allocation. High-net-worth individuals and families face a world of economic uncertainty, volatile markets, regulatory complexity, and shifting geopolitical landscapes. The goal is no longer just maintaining nominal wealth; it is safeguarding real value and protecting assets across borders, generations, and economic cycles. According to Credit Suisse, global private wealth grew by 4.3% in 2025, but inflation, market volatility, and tax burdens continue to threaten real wealth retention. Wealth managers, private banks, and family offices are increasingly tasked with combining strategy, foresight, and technology to ensure long-term stability.