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The strategies of the ultra-rich to preserve their wealth

Marie Damourette, a wealth engineering expert, deciphers the tools used by the ultra-rich.

Published 7sem1 source

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Donations remain the preferred mechanism for transferring wealth.

These strategies aim to optimize taxation and secure family assets.

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France Marie Damourette Neuflize OBC #patrimoine #ultra-riches #donations #fiscalité #transmission #banque privée

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Auto-synthesis from 1 media source · identified on July 17, 2026

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