Use case · Succession & split ownership

Support succession from the earliest signals.

Connect split-ownership situations, holding structures and related individuals to prepare relationships with the next generation.

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Connect split-ownership situations, holding structures and related individuals to prepare relationships with the next generation. Prepare discussions with the owner and the people involved in succession.

Portfolio workflow →Explore a market →Decision support with AIDEE →

What DNA brings together

Identified split ownership

Known bare-owner and usufructuary roles help identify situations worth investigating.

Succession situations to review

The catalogue combines company and owner criteria to prepare a wealth review.

Family and business relationships

Available links help identify existing contacts and relationships to develop.

What your team gets

People and companies associated with the identified signals
Each person’s role in known relationships
Information to complete before a wealth review
A preparation task and shared file

A relationship to anticipate

Prepare discussions with the owner and the people involved in succession.

Screening criteria do not validate eligibility for a tax arrangement, including the French Dutreil scheme.

**DNA: prioritised people and contact reasons**
The people view brings contact reasons together, including succession planning. It does not represent an approved tax assessment.
DNA interface · illustrative scenario: fictional names, amounts and volumes.

AIDEE

Explore the results with your assistant

In your portfolio, AIDEE helps you explore people and results, then access the relevant views. For example:

« Which people in my portfolio are linked to split ownership? »

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When to use it

Relationships develop before a transfer takes place. Available signals help prepare a wealth review and involve the appropriate specialists.

Questions about this use case

What information does DNA bring together?

Known bare-owner and usufructuary roles help identify situations worth investigating. The catalogue combines company and owner criteria to prepare a wealth review. Available links help identify existing contacts and relationships to develop.