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Mensuel de mars 2024 - Fonds d’investissement

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Transfer Pricing in Family Offices: Navigating Generational Shifts
By Vanessa RAMOS FERRÍN, Managing Partner, Transfer Pricing Valuation, TransFair Pricing Solutions S.à r.l   Over the next two decades, we are going to witness an unprecedented transfer of wealth, estimated at $90 trillion in the US alone(1), phenomenon denominated “great wealth transfer”(2).   This approaching transfer of wealth, including both ownership and decision-making power, from older generations to the succeeding ones, will require that family offices adjust their investment strategies to align with the mindset of the new generation. This adjustment may also imply potential restructuring of businesses to better suit the preferences and priorities of the emerging successors. Thus, it is crucial to consider the perspectives and...
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