Specialized entities for asset management have become key tools for long-term capital accumulation and generational wealth preservation.
Key Tools for Capital Accumulation
Entities specialized in accumulating, protecting, and managing assets for decades have been one of the key tools for long-term capital accumulation. It is precisely thanks to them that it is possible to effectively plan succession, reduce the risk of asset fragmentation, and build so-called ‘old money’ – assets that function over a generational horizon, not just the life cycle of the owner.
Common Structures
The most commonly used structures of this type include private foundations, trusts, and – to a lesser extent – trustee agreements and other similar agreements.
Filling the Gap
Family foundations filled the gap.
