{"id":42860,"date":"2024-04-03T13:20:46","date_gmt":"2024-04-03T11:20:46","guid":{"rendered":"https:\/\/pareto.be\/?post_type=silo&#038;p=42860"},"modified":"2025-08-19T10:46:13","modified_gmt":"2025-08-19T08:46:13","slug":"role-et-missions","status":"publish","type":"silo","link":"https:\/\/pareto.be\/fr\/tout-savoir\/family-office\/role-et-missions\/","title":{"rendered":"R\u00f4le"},"content":{"rendered":"<h2 class=\"medium-title\">Family Office : R\u00f4le et responsabilit\u00e9s<\/h2>\n<p>Les familles sont, en g\u00e9n\u00e9ral, d\u00e9j\u00e0 accompagn\u00e9es par des personnes de confiance comme un notaire, un comptable, une banque ou encore un courtier. Le probl\u00e8me est que toutes ces personnes, ne communiquent rarement voire jamais entre elles et ne connaissant qu\u2019une infime partie du patrimoine de la famille. Le but du Family Office est de coordonner tous ces intervenants et d\u2019avoir une vue globale de la situation financi\u00e8re de la famille.<\/p>\n<p>Et c\u2019est exactement le r\u00f4le que nous endossons chez Pareto. Nous sommes le chef d\u2019orchestre entre toutes ces personnes afin de coordonner le tout et garantir que les solutions mises en place r\u00e9pondent \u00e0 un objectif global et non pas accessoire qui pourrait mettre \u00e0 mal la situation dans son ensemble. Nous ne nous mettons pas en face de vous mais \u00e0 c\u00f4t\u00e9 de vous afin d\u2019offrir une seconde opinion ind\u00e9pendante des personnes de confiance qui vous entourent d\u00e9j\u00e0. L\u2019optimisation fiscale est une des premiers conseils que nous sommes amen\u00e9s \u00e0 donner car chaque citoyen belge est amen\u00e9 \u00e0 payer des imp\u00f4ts de diff\u00e9rentes natures (revenus, mobiliers, immobiliers, divers, succession, etc) et \u00e0 diff\u00e9rents niveaux de pouvoirs (communal, r\u00e9gional, f\u00e9d\u00e9ral).<\/p>\n<h2 class=\"medium-title\">Quelles sont les missions d&rsquo;un Family Office ?<\/h2>\n<p>Concr\u00e8tement, les missions d\u2019un Family Office sont principalement les suivantes :<\/p>\n<ul>\n<li>Une analyse de l\u2019imp\u00f4t des personnes physiques visant \u00e0 optimiser la structure des revenus du client.<\/li>\n<li>L\u2019\u00e9tablissement d\u2019un plan de pension personnalis\u00e9 ainsi qu\u2019une analyse de l\u2019ensemble des polices d\u2019assurance- vie en vue d\u2019une optimisation fiscale et financi\u00e8re.<\/li>\n<li>Une analyse du patrimoine mobilier et immobilier du client visant \u00e0 d\u00e9terminer les optimisations en mati\u00e8re de fiscalit\u00e9, diversification, s\u00e9curit\u00e9 et rendement.<\/li>\n<li>Une analyse de la situation successorale actuelle du client ainsi que l\u2019\u00e9tablissement d\u2019une planification successorale personnalis\u00e9e.<\/li>\n<\/ul>\n<p>De plus, le client re\u00e7oit l\u2019accompagnement n\u00e9cessaire, dans le respect du cadre l\u00e9gal en vigueur (int\u00e9grant quatre dimensions, soit le droit civil,la fiscalit\u00e9, la s\u00e9curit\u00e9 sociale et la s\u00e9curit\u00e9 d\u2019existence ainsi que le contexte \u00e9conomique et financier), \u00e0 la bonne r\u00e9alisation de son plan d\u2019action ainsi que des solutions propos\u00e9es.<\/p>\n<h2 class=\"medium-title\">Conclusion<\/h2>\n<p>Le r\u00f4le du Family Office est d\u2019\u00e9laborer des strat\u00e9gies concernant le patrimoine des familles et s\u2019engage \u00e0 respecter une stricte confidentialit\u00e9. Le Family Office accompagne et coordonne toutes les diff\u00e9rentes parties qui gravitent autour de la famille comme des notaires, avocats ou expert-comptable afin que les familles puissent b\u00e9n\u00e9ficier de conseils sur mesure, performants et adapt\u00e9s \u00e0 leur situation familiale.<\/p>\n<p><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\">Un accompagnement sur mesure vous permet de coordonner efficacement h\u00e9ritage, fiscalit\u00e9 et investissements : pour en savoir plus, consultez <strong>n<a href=\"https:\/\/pareto.be\/fr\/tout-savoir\/family-office\/\">otre article d\u00e9di\u00e9.<\/a><\/strong><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Le r\u00f4le des Family Offices ne se r\u00e9sume pas seulement pas aux conseils en investissements. Le Family Office mandat\u00e9 par la famille est r\u00e9ellement un partenaire de choix qui permet la r\u00e9flexion et l\u2019\u00e9change avec la famille mais aussi avec les divers intervenants gravitant autour de cette derni\u00e8re.<\/p>\n","protected":false},"featured_media":42865,"parent":42708,"menu_order":0,"template":"","class_list":["post-42860","silo","type-silo","status-publish","has-post-thumbnail","hentry"],"acf":{"silo_children":"","alternate_title":"Quel est le r\u00f4le d'un Family Office ? ","introduction":"<p>Le r\u00f4le des Family Offices ne se r\u00e9sume pas seulement pas aux conseils en investissements. Le Family Office mandat\u00e9 par la famille est r\u00e9ellement un partenaire de choix qui permet la r\u00e9flexion et l\u2019\u00e9change avec la famille mais aussi avec les divers intervenants gravitant autour de cette derni\u00e8re.<\/p>\n"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>R\u00f4le et missions du family office | Pareto, Family Office<\/title>\n<meta name=\"description\" content=\"Responsabilit\u00e9s, missions... D\u00e9couvrez le r\u00f4le d&#039;un Family Office avec Pareto. 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