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CASA NEXGEN

A family affair

OUR SOLUTIONS FOR THE NEXT GENERATION
CASA NEXGEN, our proprietary concept, is the non-financial branch of the Capitalium Advisors services. It is targeted above all to families, helping them tackle challenges related to the transmission of patrimony. We offer an ecosystem built upon three pillars that the young generation interacts with on a regular basis. The purpose of these three pillars is the following: educating the next generation on issues related to the ownership of an important financial heritage, empowering the next generation to become active players, and supporting the next generation throughout this process.

INVESTMENT

GOVERNANCE

PERSONAL DEVELOPMENT

BUSINESS STRATEGY

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This new generation is terrible,
I'd love to be part of it.

Oscar Wilde

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Why CASA NEXGEN ?

Every step related to the transmission of heritage and patrimony is critical. Too rarely does a fortune perpetuate longer than three generations, according to studies. As a result, this topic is often at the forefront of concerns. To prepare for and succeed in the transmission of wealth, it is essential to depend on a strategy that understands the way in which actors conceive the management and use of their heritage.
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A strong tie between family members

In order to realize the desired "continuity", it is important for the family to share a common vision on how this legacy should be perpetuated, as well as on the means used to make it grow. Throughout this process, the responsibilities of each player must be established, and the divergent interests reconciled. Through its involvement, Capitalium Advisors bridges the gap between family members and contributes to ensuring the success of these critical steps.
OUR PARTNERS
Thanks to our partnerships, we provide our clients with recognized workshops and training in coaching and leadership.
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