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Wealth Management and Philanthropy: How Do Families Structure Their Impact and Prepare the Next Generation?

At the Legacy Forum, Alexandre Boissarie (Altheo Partners) explains how families structure their wealth and philanthropy and prepare the next generation with a clear framework.

Wealth Management and Philanthropy: How Do Families Structure Their Impact and Prepare the Next Generation?
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Interview with Alexandre Boissarie, Founder of Altheo Partners — Legacy Forum

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At the Legacy Forum 2025, we spoke with Alexandre Boissarie, founder of Altheo Partners, a multi-family office based in Paris and Brussels. There, he shared his experience working with families who wish to structure their wealth, organize their philanthropy, and prepare the NextGen to take over, by combining legal frameworks, education, and the transmission of values.

Defining a Clear and Protective Family Framework

For Alexandre Boissarie, it all starts with the family’s vision. Before discussing structures, it’s about listening to each family member to understand everyone’s perspectives, then developing a shared vision: what is the purpose of this wealth, what role should philanthropy play, and how can the next generation be involved? This work precedes the choice of legal framework (foundation, endowment fund, etc.), selected based on the desired degree of flexibility and level of commitment.

To ensure the process remains secure over time and prevent tensions, he recommends formalizing a family charter that specifies roles, operating rules, the distribution of powers, and the duration of any terms of office. The goal: for everyone to find their place, without the wealth or philanthropic project becoming a source of discord.

Training the NextGen: Providing Tools Rather Than Orders

Supporting the next generation isn’t limited to abstract concepts. Alexandre Boissarie favors short sessions, often with siblings, to address in a very concrete way:

The idea is not to impose a path, but to give the NextGen the tools and benchmarks to make informed decisions when the time comes. As a parent, he also emphasizes passing on other intangible “assets”: a work ethic, curiosity, open-mindedness, and the ability to forge one’s own path, beyond mere financial inheritance.

Passing on much more than a financial legacy

As a parent and entrepreneur, Alexandre Boissarie emphasizes one point: he wants to pass on to his children much more than just a financial legacy. Through the very story of Altheo Partners—whose name is inspired by his children’s names—he highlights a work ethic, curiosity, personal development, and open-mindedness as “assets” just as essential as financial assets.

He cites, for example, a trip for two to London, designed as a time for discovery and exchange, which contributes to this intangible legacy: fostering their intellectual growth, rather than simply “talking about money.” He also emphasizes how events like the Legacy Forum provide an opportunity for reflection, peer-to-peer sharing, and inspiration—all of which professionals can then put to use in serving the families they support.

About Altheo Partners

Founded in 2015 by Alexandre Boissarie, Altheo Partners is a multi-family office wholly owned by its operational partners. Based in Paris and Brussels, it provides long-term support to families, wealth management companies, religious orders, and foundations in structuring, preserving, and growing their wealth (listed and unlisted assets, real estate, philanthropic projects, etc.).

A member of the French Family Office Association (AFFO), Altheo Partners positions itself as an independent trusted third party—neither a product seller nor a custodian of funds—with a single mission: to help families make informed decisions by leveraging a cross-functional approach, shared best practices, and a network of trusted experts.

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