Wealth transfer

Over the long term, private equity has demonstrated its ability to generate value beyond public markets, in exchange for a longer investment horizon and lower liquidity.

This value creation is driven by active ownership of private companies, including strategic transformation, external growth, operational improvement, and strengthened governance.

From a wealth transfer perspective, the objectives are two fold:
- to increase the intrinsic value of capital ahead of transfer
- to preserve its long-term growth potential for future generations

Capital is therefore not merely preserved, but actively structured, developed, and consolidated over time.

Private equity helps structure transferable wealth by providing genuine diversification—across sectors and geographies—and exposure to the real economy.

This diversification enhances the resilience of the portfolio over time and reduces dependence on specific asset classes or market environments, supporting long-term wealth transfer objectives.

Beyond purely financial considerations, private equity enables wealth transfer to be approached from an economic perspective.

Transferred capital is invested in growing companies, supports entrepreneurial initiatives, and actively contributes to value creation in the real economy.

Wealth transfer thus involves productive capital, embedded in a dynamic of sustainable growth, rather than a passive financial holding.

The long-term horizon and relative illiquidity of this asset class can, in certain cases, support wealth stability and foster intergenerational alignment.