{"id":19289,"date":"2026-04-09T15:03:03","date_gmt":"2026-04-09T15:03:03","guid":{"rendered":"https:\/\/pmll.ca\/wealth-management\/strategies-patrimoniales-pour-les-familles\/"},"modified":"2026-06-30T19:51:19","modified_gmt":"2026-06-30T19:51:19","slug":"strategies-patrimoniales-pour-les-familles","status":"publish","type":"wealth-management","link":"https:\/\/pml.ca\/fr\/gestion-de-patrimoine\/strategies-patrimoniales-pour-les-familles\/","title":{"rendered":"Strat\u00e9gies patrimoniales pour les familles"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"19289\" class=\"elementor elementor-19289 elementor-19284\" data-elementor-post-type=\"wealth-management\">\n\t\t\t\t<div class=\"elementor-element elementor-element-31e88a8 e-flex e-con-boxed e-con e-parent\" data-id=\"31e88a8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f6cd01c elementor-widget-mobile__width-inherit elementor-widget elementor-widget-image\" data-id=\"f6cd01c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"400\" src=\"https:\/\/pml.ca\/wp-content\/uploads\/2025\/09\/Pages_Hero_10_1140x570-1024x512.jpg\" class=\"attachment-large size-large wp-image-11967\" alt=\"\" srcset=\"https:\/\/pml.ca\/wp-content\/uploads\/2025\/09\/Pages_Hero_10_1140x570-1024x512.jpg 1024w, https:\/\/pml.ca\/wp-content\/uploads\/2025\/09\/Pages_Hero_10_1140x570-300x150.jpg 300w, https:\/\/pml.ca\/wp-content\/uploads\/2025\/09\/Pages_Hero_10_1140x570-768x384.jpg 768w, https:\/\/pml.ca\/wp-content\/uploads\/2025\/09\/Pages_Hero_10_1140x570.jpg 1140w\" sizes=\"(max-width: 800px) 100vw, 800px\" title=\"\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7e92af8 stripe-heading-5 elementor-widget elementor-widget-heading\" data-id=\"7e92af8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Strat\u00e9gies patrimoniales pour les familles<\/h1>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0a61ba9 e-con-full e-flex e-con e-child\" data-id=\"0a61ba9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bd3b462 elementor-widget__width-initial text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"bd3b462\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:250}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Une strat\u00e9gie patrimoniale sur mesure pour vous et votre famille.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ff05cf2 elementor-widget__width-initial text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"ff05cf2\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:250}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Depuis plus de <strong>cinq d\u00e9cennies<\/strong>, Pembroke aide les familles \u00e0 faire fructifier, \u00e0 prot\u00e9ger et \u00e0 transf\u00e9rer leur patrimoine de mani\u00e8re r\u00e9fl\u00e9chie.<\/p><p>Nous comprenons que les dynamiques familiales sont complexes. Il n\u2019y a pas deux clients qui partagent les m\u00eames objectifs. C\u2019est pourquoi nous commen\u00e7ons chaque relation en travaillant avec vous pour <strong>d\u00e9finir les objectifs financiers de votre famille<\/strong> \u00e0 travers les g\u00e9n\u00e9rations. Nous \u00e9laborons ensuite une strat\u00e9gie sur mesure con\u00e7ue pour soutenir votre vision \u00e0 long terme.   <\/p><p>Qu\u2019il s\u2019agisse de planifier votre retraite, les \u00e9tudes de vos enfants, votre succession ou vos activit\u00e9s philanthropiques, notre priorit\u00e9 est de d\u00e9velopper une <strong>strat\u00e9gie patrimoniale<\/strong> qui refl\u00e8te vos valeurs et <strong>\u00e9volue en fonction de vos besoins<\/strong>.<\/p><p>Au fur et \u00e0 mesure que votre vie change, <strong>nous \u0153uvrons \u00e0 vos c\u00f4t\u00e9s<\/strong> pour nous assurer que votre plan financier reste coh\u00e9rent avec vos objectifs, vos valeurs et vos ambitions \u00e0 long terme.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-948c0e5 e-flex e-con-boxed e-con e-parent\" data-id=\"948c0e5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-47281b9 text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"47281b9\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_delay&quot;:250,&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2><span style=\"font-size: 28px; color: #004438;\">Conversation r\u00e9fl\u00e9chie. Solutions durables. <\/span><\/h2>\nNous croyons que des <strong>conversations significatives<\/strong> m\u00e8nent \u00e0 de <strong>meilleurs r\u00e9sultats<\/strong>. Nous allons au-del\u00e0 des chiffres pour comprendre non seulement ce que vous voulez accomplir, mais aussi pourquoi. \n\nCette compr\u00e9hension approfondie guide les strat\u00e9gies personnalis\u00e9es que nous cr\u00e9ons et d\u00e9finit ce que signifie vraiment <strong>cro\u00eetre en partenariat<\/strong> avec Pembroke.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-94e63eb e-flex e-con-boxed e-con e-parent\" data-id=\"94e63eb\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2f5f22b stripe-heading-5 elementor-widget elementor-widget-heading\" data-id=\"2f5f22b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Con\u00e7u pour les familles, appuy\u00e9 sur notre expertise\n<\/h2>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1227cbf e-con-full e-flex e-con e-child\" data-id=\"1227cbf\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-50faf2b e-con-full grey-overlay-20 e-flex e-con e-child\" data-id=\"50faf2b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7cb6506 e-con-full e-flex e-con e-child\" data-id=\"7cb6506\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-28f5008 elementor-hidden-mobile elementor-widget elementor-widget-spacer\" data-id=\"28f5008\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6bd5c87 text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"6bd5c87\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:250}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span lang=\"EN-CA\">Pembroke s\u2019est d\u00e9velopp\u00e9 avec ses clients, une famille \u00e0 la fois. Aujourd\u2019hui, nous offrons une<strong> gamme compl\u00e8te<\/strong> <strong>de services<\/strong> de gestion de patrimoine gr\u00e2ce \u00e0 une \u00e9quipe interne exp\u00e9riment\u00e9e qui poss\u00e8de une expertise sp\u00e9cialis\u00e9e dans les domaines suivants : <\/span><\/p><ul style=\"margin-top: 0cm;\" type=\"disc\"><li><span lang=\"EN-CA\">Gestion des investissements et allocation des actifs<\/span><\/li><li><span lang=\"EN-CA\">Planification financi\u00e8re et fiscale en mati\u00e8re de succession<\/span><\/li><li><span lang=\"EN-CA\">Fiducies familiales et structures d\u2019investissement d\u2019entreprise<\/span><\/li><li><span lang=\"EN-CA\">\u00c9ducation financi\u00e8re et planification pour les jeunes g\u00e9n\u00e9rations<\/span><\/li><li><span lang=\"EN-CA\">Gouvernance, planification successorale et philanthropie<\/span><\/li><\/ul><p><span lang=\"EN-CA\"><strong>L\u2019approche int\u00e9gr\u00e9e<\/strong> de Pembroke apporte plus de clart\u00e9 \u00e0 la complexit\u00e9, garantissant que tous les \u00e9l\u00e9ments de la situation financi\u00e8re de votre famille fonctionnent ensemble de mani\u00e8re strat\u00e9gique et efficace.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e62274e elementor-hidden-mobile elementor-widget elementor-widget-spacer\" data-id=\"e62274e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cea7c25 e-flex e-con-boxed e-con e-parent\" data-id=\"cea7c25\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-ef25f56 e-con-full e-flex e-con e-child\" data-id=\"ef25f56\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c512145 elementor-widget__width-initial elementor-widget-mobile__width-initial elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"c512145\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check-circle\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ac5ea9 stripe-heading-5 elementor-widget__width-initial elementor-widget-mobile__width-initial elementor-widget elementor-widget-heading\" data-id=\"2ac5ea9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Avantage familial<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1e5367b e-con-full e-flex e-con e-child\" data-id=\"1e5367b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-14c5f26 elementor-widget__width-initial text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"14c5f26\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:250}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3>Pembroke offre des structures tarifaires pr\u00e9f\u00e9rentielles aux familles qui investissent ensemble.<\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bfadc60 elementor-widget__width-initial text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"bfadc60\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:250}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>En regroupant les actifs de plusieurs g\u00e9n\u00e9rations, tout en pr\u00e9servant la confidentialit\u00e9 et en conservant des comptes s\u00e9par\u00e9s, les familles peuvent b\u00e9n\u00e9ficier de<strong> frais r\u00e9duits<\/strong> sans renoncer \u00e0 des conseils personnalis\u00e9s et \u00e0 une gestion de portefeuille sur mesure.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80d6921 elementor-widget__width-initial text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"80d6921\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:250}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3><strong>Parlez-en \u00e0 un conseiller<\/strong><\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c93bf83 elementor-widget__width-initial text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"c93bf83\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:250}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"MsoNormal\"><span lang=\"EN-CA\">Pour <strong>en savoir plus<\/strong> sur la mani\u00e8re dont Pembroke peut vous aider \u00e0 atteindre les objectifs de votre famille, discutez-en avec votre repr\u00e9sentant Pembroke ou communiquez avec Stephanie Pantaleo, vice-pr\u00e9sidente, gestion de patrimoine et service de bureau familial<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":11967,"parent":0,"template":"","class_list":["post-19289","wealth-management","type-wealth-management","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/wealth-management\/19289","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/wealth-management"}],"about":[{"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/types\/wealth-management"}],"version-history":[{"count":15,"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/wealth-management\/19289\/revisions"}],"predecessor-version":[{"id":21788,"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/wealth-management\/19289\/revisions\/21788"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/media\/11967"}],"wp:attachment":[{"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/media?parent=19289"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}