{"id":36354,"date":"2024-07-25T10:00:19","date_gmt":"2024-07-25T08:00:19","guid":{"rendered":"https:\/\/altoo.io\/?p=36354"},"modified":"2026-02-09T18:14:16","modified_gmt":"2026-02-09T17:14:16","slug":"trois-moyens-cles-pour-les-uhnwis-de-preserver-leur-patrimoine","status":"publish","type":"post","link":"https:\/\/altoo.io\/fr\/three-key-ways-uhnwis-preserve-wealth\/","title":{"rendered":"Trois Principaux Moyens des UHNWIs pour Pr\u00e9server Leur Patrimoine"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"36354\" class=\"elementor elementor-36354\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-32b2773 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"32b2773\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6995372\" data-id=\"6995372\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fa3d775 elementor-widget elementor-widget-text-editor\" data-id=\"fa3d775\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">To preserve your portfolio, you need to effectively manage risks that fall into three broad categories: general market risks faced by all investors, specific risks unique to your individual portfolio, and risks that your heirs may face. Here\u2019s how to manage these risks:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-96f55bd elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"96f55bd\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-28d3ea8\" data-id=\"28d3ea8\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-881e159 elementor-widget elementor-widget-image\" data-id=\"881e159\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/Diversify-asset-classes-to-protect-against-market-risks-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-36360\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/Diversify-asset-classes-to-protect-against-market-risks-150x150.png 150w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/Diversify-asset-classes-to-protect-against-market-risks-12x12.png 12w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-b2a11eb\" data-id=\"b2a11eb\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4edf7c4 elementor-widget elementor-widget-heading\" data-id=\"4edf7c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">01 Diversify asset classes to protect against market risks<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-57edb7a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"57edb7a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-985b7a8\" data-id=\"985b7a8\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b88cb1a elementor-widget elementor-widget-text-editor\" data-id=\"b88cb1a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">No one can expect to have every investment decision be a winner. Even Warren Buffett has lost money on some investments, such as the one he made into <\/span><a href=\"https:\/\/www.hollywoodreporter.com\/business\/business-news\/warren-buffett-sells-paramount-stock-huge-loss-1235831979\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Paramount Pictures.<\/span><\/a><span style=\"font-weight: 400;\"> Holding multiple assets across various classes ensures that your overall portfolio value stays up even if a few holdings underperform.<\/span><\/p><p><span style=\"font-weight: 400;\">Diversification is the most widely known asset preservation strategy, and there are several established approaches to executing it. For instance:\u00a0\u00a0\u00a0\u00a0\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f112edb elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f112edb\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0132dc9\" data-id=\"0132dc9\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7fcb408 elementor-widget elementor-widget-text-editor\" data-id=\"7fcb408\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Strategic asset allocation involves maintaining a portfolio consisting of fixed percentages of certain asset classes in line with a long-term investment plan.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tactical asset allocation involves dynamically adjusting a portfolio to get more exposure to asset classes predicted to perform well over a shorter time horizon.\u00a0<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Core-satellite allocation is a mix of the strategic and tactical approaches, with lower-risk core assets selected for longer-term growth and high-risk satellite assets chosen for their shorter-term upside potential. <\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-cfdb673 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"cfdb673\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0e245b7\" data-id=\"0e245b7\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-792e150 elementor-widget elementor-widget-text-editor\" data-id=\"792e150\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">In 2021, private equity firm KKR identified many UHNWIs seeking outsized returns by taking a \u201cbarbell\u201d approach to asset allocation, with the overwhelming majority of their wealth in alternative investments (like private equity and real estate) and cash.\u00a0\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6cc1896 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6cc1896\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-66ff808\" data-id=\"66ff808\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-31b7257 elementor-widget elementor-widget-image\" data-id=\"31b7257\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"354\" height=\"280\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/uhnwi1.jpg\" class=\"attachment-large size-large wp-image-36368\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/uhnwi1.jpg 354w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/uhnwi1-300x237.jpg 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/uhnwi1-15x12.jpg 15w\" sizes=\"(max-width: 354px) 100vw, 354px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1843f18 elementor-widget elementor-widget-text-editor\" data-id=\"1843f18\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Source: <\/span><a href=\"https:\/\/www.kkr.com\/content\/dam\/kkr\/insights\/pdf\/the-wisdom-of-compounding-capital.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">KKR, 2001<\/span><\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2d36fca elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2d36fca\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f7eda9b\" data-id=\"f7eda9b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-821608b elementor-widget elementor-widget-text-editor\" data-id=\"821608b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">According to KKR, UHNWIs\u2019 preference for alternative investments remained strong through 2023, when the firm found family offices \u2013 <\/span><a href=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2024\/05\/WWR_2024_web.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">on which Capgemini said 93% of UHNWIs rely on for value-added services<\/span><\/a><span style=\"font-weight: 400;\"> \u2013 allocating 52% of their portfolios to assets expected to outperform the market.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0c44084 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"0c44084\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f1d1568\" data-id=\"f1d1568\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a71627d elementor-widget elementor-widget-image\" data-id=\"a71627d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"343\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/uhnwi4-1024x439.png\" class=\"attachment-large size-large wp-image-36460\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/uhnwi4-1024x439.png 1024w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/uhnwi4-300x128.png 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/uhnwi4-768x329.png 768w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/uhnwi4-1536x658.png 1536w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/uhnwi4-18x8.png 18w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/uhnwi4-600x257.png 600w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/uhnwi4.png 2048w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a0c1592 elementor-widget elementor-widget-text-editor\" data-id=\"a0c1592\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Source: <\/span><a href=\"https:\/\/www.kkr.com\/content\/dam\/kkr\/insights\/pdf\/loud-and-clear-kkr-2023-family-capital-survey.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">KKR, 2023<\/span><\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-e2e3664 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e2e3664\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-3b773d3\" data-id=\"3b773d3\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fe86f84 elementor-widget elementor-widget-image\" data-id=\"fe86f84\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/Identify-and-manage-risks-associated-with-specific-assets-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-36358\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/Identify-and-manage-risks-associated-with-specific-assets-150x150.png 150w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/Identify-and-manage-risks-associated-with-specific-assets-12x12.png 12w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-07ca078\" data-id=\"07ca078\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6f21f72 elementor-widget elementor-widget-heading\" data-id=\"6f21f72\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">02 Identify and manage risks associated with specific assets<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ef9f5e3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ef9f5e3\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1d6af6d\" data-id=\"1d6af6d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d30cf84 elementor-widget elementor-widget-text-editor\" data-id=\"d30cf84\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Once you have determined which types of asset classes to hold in line with a diversification strategy, decisions to hold specific assets often introduce risks that require case-by-case analysis and management. For example:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8615d1c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8615d1c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b8f0335\" data-id=\"b8f0335\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ff57f78 elementor-widget elementor-widget-text-editor\" data-id=\"ff57f78\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Real estate holdings generally have similar characteristics but no two properties are exactly the same. Adequately insuring each property requires an accurate understanding of its age, condition, market value, etc. Some UHNWIs, like Warren Buffett (<\/span><a href=\"https:\/\/finance.yahoo.com\/news\/charlie-munger-said-warren-buffett-154854452.html\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">as suggested by his former business partner Charlie Munger<\/span><\/a><span style=\"font-weight: 400;\">), choose to self-insure their properties. Doing so involves having sufficient financial resources to cover potential losses without relying on an insurance company.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Currency exchange rate fluctuations can impact the performance of shares in any given company. Hedging against such fluctuations with forwards or option contracts can help mitigate this risk.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The relative performance of a longer-maturity bond will be particularly hurt by rising interest rates. Holding a mix of bonds with a variety of maturities can protect against this risk.<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-188256a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"188256a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-a5822a1\" data-id=\"a5822a1\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a6fd8e3 elementor-widget elementor-widget-image\" data-id=\"a6fd8e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/Identify-and-manage-risks-associated-with-specific-assets-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-36358\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/Identify-and-manage-risks-associated-with-specific-assets-150x150.png 150w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/Identify-and-manage-risks-associated-with-specific-assets-12x12.png 12w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-d46f8ba\" data-id=\"d46f8ba\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1dbb76d elementor-widget elementor-widget-heading\" data-id=\"1dbb76d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">03 Envision and plan for the preservation of your wealth after it comes into others\u2019 hands<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-478738a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"478738a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0f39f91\" data-id=\"0f39f91\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3617ad1 elementor-widget elementor-widget-text-editor\" data-id=\"3617ad1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Death or disability are not pleasant topics to consider, but contingency planning is essential to have peace of mind that your wealth will be preserved regardless of whether or not you are in charge of it. While this planning will be highly individualised, as a rule of thumb you should ensure that you have created and regularly review:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2a4ad56 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2a4ad56\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-090c5a2\" data-id=\"090c5a2\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e0486e2 elementor-widget elementor-widget-text-editor\" data-id=\"e0486e2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Your will and estate plan.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A durable power of attorney granting at least one person of trust the authority to manage your financial affairs if you become incapacitated. <\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a12b962 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a12b962\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-83e9cd8\" data-id=\"83e9cd8\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2b3ad83 elementor-widget elementor-widget-text-editor\" data-id=\"2b3ad83\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Also, note that your wealth is at perhaps its greatest risk of being dissipated when it is no longer under your control. Inheritance taxes and heirs not following the first two asset preservation recommendations outlined above can significantly erode your holdings. To minimise the potential downsides of such unwelcome scenarios, many UHNWIs pursue long-term preservation strategies hinging on:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-56d5ccf elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"56d5ccf\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f4e34b1\" data-id=\"f4e34b1\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3bb1d1c elementor-widget elementor-widget-text-editor\" data-id=\"3bb1d1c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The use of trusts in estate planning. Trusts can take many forms, with some able to shield wealth from inheritance or wealth transfer taxes and set out guidelines for distributions and investments to preserve wealth across multiple generations.\u00a0<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Fostering communication and responsible stewardship among heirs. Shared personal values, financial goals, and expectations will be among your heirs most important tools for preserving the wealth you have built. Formal documentation defining a common approach to wealth management, philanthropy, and conflict resolution can help. <\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3eb6249 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3eb6249\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-1bf8fc0\" data-id=\"1bf8fc0\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6905389 elementor-widget elementor-widget-image\" data-id=\"6905389\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/Successfully-executing-wealth-preservation-strategies-with-Altoo-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-36361\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/Successfully-executing-wealth-preservation-strategies-with-Altoo-150x150.png 150w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/07\/Successfully-executing-wealth-preservation-strategies-with-Altoo-12x12.png 12w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-2d49d8b\" data-id=\"2d49d8b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-63e3ec4 elementor-widget elementor-widget-heading\" data-id=\"63e3ec4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Successfully executing wealth preservation strategies with Altoo<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-dcfff9f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"dcfff9f\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-bb75764\" data-id=\"bb75764\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3e16a4f elementor-widget elementor-widget-text-editor\" data-id=\"3e16a4f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The Altoo Wealth Platform is a digital wealth management platform that automatically consolidates, analyses, and visualises multi-source financial data. It helps UHNWIs simplify their complex portfolios of bankable and non-bankable assets, including real estate, equities, fixed income instruments, private equity, and collectibles. For well-diversified investors aiming to preserve their wealth, the platform offers:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a447cc3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a447cc3\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3d4a0f4\" data-id=\"3d4a0f4\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-33a7ce9 elementor-widget elementor-widget-text-editor\" data-id=\"33a7ce9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Easy-to-understand, up-to-date, and on-demand insights into every aspect of their wealth. This ability is essential for taking a data-driven approach to preserving portfolios, maintaining allocation mixes, and quickly identifying investment and divestment opportunities.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Secure, centralised digital storage for insurance policies, allocation agreements, and other important documentation linked to specific wealth items.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The ability to securely share and communicate wealth information with family members and advisors. Up to three-factor authentication can be required for platform access, which can be granted to stakeholders on a need-to-know basis and provide heirs with step-by-step access to wealth in line with estate planning goals.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">And more! <\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6884643 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6884643\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8b52afa\" data-id=\"8b52afa\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-97eadb0 elementor-widget elementor-widget-text-editor\" data-id=\"97eadb0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">For full details on how we can help you ensure the preservation of your assets over the short and long term, please reach out to us. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1d0e10d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1d0e10d\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-bcfada6\" data-id=\"bcfada6\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fb2a9c5 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"fb2a9c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5a0d5bc6 single-post-we-missed elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5a0d5bc6\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-27dfb17a\" data-id=\"27dfb17a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6ba38083 elementor-widget elementor-widget-text-editor\" data-id=\"6ba38083\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h4><b>We think you might like<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-126ca8f8 elementor-grid-3 elementor-grid-tablet-2 elementor-grid-mobile-1 elementor-widget elementor-widget-loop-grid\" data-id=\"126ca8f8\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;template_id&quot;:&quot;6906&quot;,&quot;_skin&quot;:&quot;post&quot;,&quot;columns&quot;:&quot;3&quot;,&quot;columns_tablet&quot;:&quot;2&quot;,&quot;columns_mobile&quot;:&quot;1&quot;,&quot;edit_handle_selector&quot;:&quot;[data-elementor-type=\\&quot;loop-item\\&quot;]&quot;,&quot;row_gap&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;row_gap_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;row_gap_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"loop-grid.post\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-loop-container elementor-grid\" role=\"list\">\n\t\t<style id=\"loop-6906\">.elementor-6906 .elementor-element.elementor-element-919a49c{margin-top:0px;margin-bottom:30px;padding:0px 0px 0px 0px;}.elementor-6906 .elementor-element.elementor-element-8e33a7a > .elementor-widget-wrap > .elementor-widget:not(.elementor-widget__width-auto):not(.elementor-widget__width-initial):not(:last-child):not(.elementor-absolute){margin-block-end:15px;}.elementor-widget-post-info .elementor-icon-list-item:not(:last-child):after{border-color:var( --e-global-color-text );}.elementor-widget-post-info .elementor-icon-list-icon i{color:var( --e-global-color-primary );}.elementor-widget-post-info .elementor-icon-list-icon svg{fill:var( --e-global-color-primary );}.elementor-widget-post-info .elementor-icon-list-text, .elementor-widget-post-info .elementor-icon-list-text a{color:var( --e-global-color-secondary );}.elementor-widget-post-info .elementor-icon-list-item{font-family:var( --e-global-typography-text-font-family ), Sans-serif;font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-icon i{color:#ADADAD;font-size:12px;}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-icon svg{fill:#ADADAD;--e-icon-list-icon-size:12px;}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-icon{width:12px;}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-text, .elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-text a{color:#ADADAD;}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-item{font-family:\"Freight Sans Pro Medium\", Sans-serif;font-size:14px;}.elementor-6906 .elementor-element.elementor-element-466764e > .elementor-widget-container{margin:0px 0px 0px 0px;padding:0px 0px 0px 0px;}.elementor-widget-theme-post-title .elementor-heading-title{font-family:var( --e-global-typography-primary-font-family ), Sans-serif;font-weight:var( --e-global-typography-primary-font-weight );color:var( --e-global-color-primary );}.elementor-6906 .elementor-element.elementor-element-0648dc6 .elementor-heading-title{font-family:\"SangBleu Sunrise\", Sans-serif;font-size:18px;font-weight:bold;color:#47436F;}.elementor-6906 .elementor-element.elementor-element-0648dc6 > .elementor-widget-container{margin:-12px 0px 0px 0px;padding:0px 0px 0px 0px;}.elementor-widget-theme-post-featured-image .widget-image-caption{color:var( --e-global-color-text );font-family:var( --e-global-typography-text-font-family ), Sans-serif;font-size:var( --e-global-typography-text-font-size );}.elementor-widget-theme-post-excerpt .elementor-widget-container{font-family:var( --e-global-typography-text-font-family ), Sans-serif;font-size:var( --e-global-typography-text-font-size );color:var( --e-global-color-text );}.elementor-6906 .elementor-element.elementor-element-89d0997 .elementor-widget-container{font-family:\"Freight Sans Pro Medium\", Sans-serif;font-size:17px;line-height:22px;color:#0F0B30;}.elementor-widget-button .elementor-button{font-family:var( --e-global-typography-accent-font-family ), Sans-serif;font-weight:var( --e-global-typography-accent-font-weight );background-color:var( --e-global-color-accent );}.elementor-6906 .elementor-element.elementor-element-ad1992f .elementor-button{fill:#000000;color:#000000;background-color:#FFFFFF00;border-style:none;padding:0px 0px 0px 0px;}@media(max-width:1024px){.elementor-widget-post-info .elementor-icon-list-item{font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-item{font-size:17px;}.elementor-widget-theme-post-featured-image .widget-image-caption{font-size:var( --e-global-typography-text-font-size );}.elementor-widget-theme-post-excerpt .elementor-widget-container{font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-89d0997 .elementor-widget-container{font-size:17px;}}@media(max-width:767px){.elementor-6906 .elementor-element.elementor-element-919a49c{padding:0px 0px 0px 0px;}.elementor-widget-post-info .elementor-icon-list-item{font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-item{font-size:16px;}.elementor-widget-theme-post-featured-image .widget-image-caption{font-size:var( --e-global-typography-text-font-size );}.elementor-widget-theme-post-excerpt .elementor-widget-container{font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-89d0997 .elementor-widget-container{font-size:16px;}}<\/style>\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"6906\" class=\"elementor elementor-6906 e-loop-item e-loop-item-42231 post-42231 post type-post status-publish format-standard has-post-thumbnail hentry category-all-insights category-digital-wealth-management category-explore-by-entity category-multi-family-office category-single-family-office tag-template-3 tag-wealth-reporting\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-919a49c new-post elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"919a49c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8e33a7a\" data-id=\"8e33a7a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-466764e elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-post-info\" data-id=\"466764e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-cc5618b\" itemprop=\"datePublished\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>mars 10, 2026<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0648dc6 titleColor elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"0648dc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\"><a href=\"https:\/\/altoo.io\/fr\/tax-loss-harvesting-why-family-offices-should-look-for-opportunities-early-and-often\/\">Tax Loss Harvesting: Why Family Offices Should Look for Opportunities Early and Often<\/a><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-978fdb2 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"978fdb2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/altoo.io\/fr\/tax-loss-harvesting-why-family-offices-should-look-for-opportunities-early-and-often\/\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"627\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss.jpg\" class=\"attachment-full size-full wp-image-42232\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss.jpg 1200w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss-300x157.jpg 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss-1024x535.jpg 1024w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss-768x401.jpg 768w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss-18x9.jpg 18w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/Tax-Loss-600x314.jpg 600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89d0997 elementor-widget elementor-widget-theme-post-excerpt\" data-id=\"89d0997\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-excerpt.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\tCapital gains taxes are assessed on a yearly basis. Investment losses can be \u201charvested\u201d to offset gains, but markets do not organise themselves around calendar-year planning. Losses appear and disappear throughout the year as volatility creates opportunities that disappear long before a year-end review begins. Purpose-built technology enables what manual year-end processes cannot: continuous monitoring that captures opportunities as they emerge.\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad1992f elementor-align-right post-read elementor-widget elementor-widget-button\" data-id=\"ad1992f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/altoo.io\/fr\/tax-loss-harvesting-why-family-offices-should-look-for-opportunities-early-and-often\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Read More \u00bb<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"6906\" class=\"elementor elementor-6906 e-loop-item e-loop-item-42158 post-42158 post type-post status-publish format-standard has-post-thumbnail hentry category-all-insights category-digital-wealth-management category-wealth-management tag-family-office-strategy tag-template-3\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-919a49c new-post elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"919a49c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8e33a7a\" data-id=\"8e33a7a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-466764e elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-post-info\" data-id=\"466764e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-cc5618b\" itemprop=\"datePublished\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>f\u00e9vrier 24, 2026<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0648dc6 titleColor elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"0648dc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\"><a href=\"https:\/\/altoo.io\/fr\/the-discipline-gap-why-family-office-portfolios-drift-from-strategy\/\">The Discipline Gap: Why Family Office Portfolios Drift from Strategy<\/a><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-978fdb2 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"978fdb2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/altoo.io\/fr\/the-discipline-gap-why-family-office-portfolios-drift-from-strategy\/\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"627\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing.jpg\" class=\"attachment-full size-full wp-image-42159\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing.jpg 1200w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing-300x157.jpg 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing-1024x535.jpg 1024w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing-768x401.jpg 768w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing-18x9.jpg 18w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/reblancing-600x314.jpg 600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89d0997 elementor-widget elementor-widget-theme-post-excerpt\" data-id=\"89d0997\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-excerpt.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\tEvery family office has target allocations. Not every family office maintains them systematically. Between quarterly reviews, portfolios may wander from strategic intentions as markets move and emotions interfere. What began as a deliberate strategy becomes accidental market timing. Thanks to technology, institutional investors and a growing number of family offices solve this challenge through systematic rebalancing discipline: automated threshold-based triggers that remove discretion from the process.\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad1992f elementor-align-right post-read elementor-widget elementor-widget-button\" data-id=\"ad1992f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/altoo.io\/fr\/the-discipline-gap-why-family-office-portfolios-drift-from-strategy\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Read More \u00bb<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"6906\" class=\"elementor elementor-6906 e-loop-item e-loop-item-40711 post-40711 post type-post status-publish format-standard has-post-thumbnail hentry category-all-insights category-beyond-wealth category-digital-wealth-management category-explore-by-entity category-fintech category-single-family-office category-technology tag-template-3 tag-wealthtech-innovation\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-919a49c new-post elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"919a49c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8e33a7a\" data-id=\"8e33a7a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-466764e elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-post-info\" data-id=\"466764e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-cc5618b\" itemprop=\"datePublished\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>janvier 4, 2026<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0648dc6 titleColor elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"0648dc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\"><a href=\"https:\/\/altoo.io\/fr\/where-a-wealth-fintech-calls-home-why-it-matters-for-uhnwis\/\">Where a Wealth Fintech Calls Home: Why It Matters for UHNWIs<\/a><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-978fdb2 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"978fdb2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/altoo.io\/fr\/where-a-wealth-fintech-calls-home-why-it-matters-for-uhnwis\/\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"627\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech.jpg\" class=\"attachment-full size-full wp-image-40712\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech.jpg 1200w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech-300x157.jpg 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech-1024x535.jpg 1024w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech-768x401.jpg 768w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech-18x9.jpg 18w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/05\/swiss-fintech-600x314.jpg 600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89d0997 elementor-widget elementor-widget-theme-post-excerpt\" data-id=\"89d0997\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-excerpt.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\tFor UHNWIs, selecting the right financial technology company \u2014 or fintech for short \u2014 is a high-stakes decision. Different types of fintechs serve different purposes, but one supporting wealth management demands extra scrutiny: It handles a wide variety of a wealth owner\u2019s most sensitive data. The country where such a fintech company operates is a key factor in how this data is protected \u2014 and should be a key factor in the decision to work with this company.\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad1992f elementor-align-right post-read elementor-widget elementor-widget-button\" data-id=\"ad1992f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/altoo.io\/fr\/where-a-wealth-fintech-calls-home-why-it-matters-for-uhnwis\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Read More \u00bb<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Selon le l\u00e9gendaire investisseur Warren Buffett, une gestion de patrimoine r\u00e9ussie repose sur le respect de deux r\u00e8gles. La premi\u00e8re consiste \u00e0 ne jamais perdre d'argent. La seconde est de ne pas oublier la premi\u00e8re r\u00e8gle. Ces r\u00e8gles sont simples \u00e0 comprendre mais peuvent \u00eatre difficiles \u00e0 respecter, en particulier pour les investisseurs institutionnels : plus leur patrimoine est complexe, plus les risques d'erreur sont \u00e9lev\u00e9s - et plus les cons\u00e9quences sont importantes. Cet article pr\u00e9sente trois fa\u00e7ons dont les personnes fortun\u00e9es mettent en pratique la th\u00e9orie de Warren Buffett.<\/p>","protected":false},"author":13,"featured_media":36355,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"cybocfi_hide_featured_image":"","two_page_speed":[],"footnotes":""},"categories":[184,1037],"tags":[1154,1032],"class_list":["post-36354","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all-insights","category-digital-wealth-management","tag-nextgen-wealth","tag-template-3"],"_links":{"self":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts\/36354","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/comments?post=36354"}],"version-history":[{"count":20,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts\/36354\/revisions"}],"predecessor-version":[{"id":36464,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts\/36354\/revisions\/36464"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/media\/36355"}],"wp:attachment":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/media?parent=36354"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/categories?post=36354"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/tags?post=36354"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}