ALAIN E. ROCH

It’s estimated that over 4 trillion dollars will be bequeathed in the coming years to the next generation between Canada, the United States, and the United Kingdom.
This NextGen, these young heirs in the making, are often powerless in the face of this financial windfall. Despite often usually being better trained and better educated than their parents, they lack sufficient specific knowledge to grasp, manage, and use their fortune.

Should your wealth manager consider taxation when evaluating an investment, or should macroeconomic factors prevail?
At Blue Bridge, we are in favor of an objective analysis of an expected return before taxes. Before you think about the tax treatment of an investment, you should be convinced of its ability to generate a return.

The energy transition, which consists of gradually moving from using non-renewable fossil resources to green technologies, is underway.
Consumption of the three main sources of energy used around the world (coal, oil, and gas) should level off or decrease. Industries will become less and less dependent on fossil fuels and increasingly rely on new “green” technologies.

Trust! That sought-after secure feeling, that belief in another’s moral, emotional and professional values. It’s the key to any fruitful business relationship. Will it be given freely, or must it be acquired? Let’s ask Alain Roch, President and Founder of the Multi-Family Office and the Blue Bridge Trust Company.

At over 52 years old, I had the chance to make a final flight in a Swiss army military plane, the legendary Mirage III, a flight that pushed the limits of the plane’s abilities: 6.8g of acceleration, very high altitude, flips, chases, etc. Nothing comparable with the summit of Everest, but it took me more than two years to get back into top shape and reach the mandatory weight limit to be allowed to sit on the ejection seat.

Contrary to popular belief, members of wealthy families do not manage their wealth by taking significant risks. They took these types of risks when they were company founders, executives and artists. In fact, once wealth appears, most families prefer a balanced investment profile, mixing performance and moderate risk. When they take the road less travelled, it’s usually to avoid market volatility.

Are you looking to optimally structure and manage your wealth and planning to transfer it? Simple management of your assets cannot address this legitimate concern. Only the cross-functional services offered by the best family offices can provide a solution.

At over 52 years old, I had the chance to make a final flight in a Swiss army military plane, the legendary Mirage III

As my oldest client often tells me, the role of the Family Office is to contribute to the long-term management and preservation of a family’s wealth

As I write this article, the United States has just struck a Syrian airbase