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Family continuity

Preserving the harmony and continuity of the family heritage across generations.

Passing on significant financial wealth while preserving family harmony brings with it its share of challenges and responsibilities. We support families by providing them with the tools they need to ensure that their wealth lasts for generations.

Building your family bank

Inspired by the concept of family banking, our approach aims to structure your wealth management around a common vision, shared values and clear rules between the generations. We support you in laying the foundations of your family bank by helping you to draw up a solid family charter, set up an active family council, design training programs tailored to the human, intellectual, social and financial dimensions of your wealth, and define a philanthropic strategy aligned with your commitments and priorities.

Setting up your family council

Generations of the same family do not always approach life, work and risks in the same way. We work with you to create a structured family council, conducive to dialogue, cohesion and the transmission of family values. This council becomes a regular space for cultivating harmony, bringing shared values to life and strengthening the bonds between members. The creation of your family charter plays an essential role here. It formalizes the values, commitments and rules you wish to preserve and develop together. It becomes a common reference that guides discussions, supports transitions and strengthens cohesion between generations.

Educating the next generation

Ensuring the longevity of your family's heritage requires the training of committed leaders, capable of making well-considered decisions in line with family values. We support you in developing educational programs structured around leadership, governance, finance and intergenerational issues. This learning comes to life through family retreats, themed workshops and educational days on topics chosen by family members. Each gathering becomes an opportunity for transmission, learning and generational mobilization.

Strategic philanthropy

Giving back is one of those gestures that unite and give meaning. We help families clarify their vision of social impact, and then structure their philanthropic approach. This can involve setting up a family foundation, taking charge of administrative and financial management, or supporting members' active involvement in the causes they care about. The Samara Families Foundation was created to support this approach, offering a structured and efficient framework for families wishing to integrate philanthropy into their life project.

Inspired by the concept of family banking, our approach aims to structure your wealth management around a common vision, shared values and clear rules between the generations. We support you in laying the foundations of your family bank by helping you to draw up a solid family charter, set up an active family council, design training programs tailored to the human, intellectual, social and financial dimensions of your wealth, and define a philanthropic strategy aligned with your commitments and priorities.

Generations of the same family do not always approach life, work and risks in the same way. We work with you to create a structured family council, conducive to dialogue, cohesion and the transmission of family values. This council becomes a regular space for cultivating harmony, bringing shared values to life and strengthening the bonds between members. The creation of your family charter plays an essential role here. It formalizes the values, commitments and rules you wish to preserve and develop together. It becomes a common reference that guides discussions, supports transitions and strengthens cohesion between generations.
Ensuring the longevity of your family's heritage requires the training of committed leaders, capable of making well-considered decisions in line with family values. We support you in developing educational programs structured around leadership, governance, finance and intergenerational issues. This learning comes to life through family retreats, themed workshops and educational days on topics chosen by family members. Each gathering becomes an opportunity for transmission, learning and generational mobilization.
Giving back is one of those gestures that unite and give meaning. We help families clarify their vision of social impact, and then structure their philanthropic approach. This can involve setting up a family foundation, taking charge of administrative and financial management, or supporting members' active involvement in the causes they care about. The Samara Families Foundation was created to support this approach, offering a structured and efficient framework for families wishing to integrate philanthropy into their life project.

A team of professionals serving every family

At Samara, our team works with independent specialists to offer support tailored to the needs and realities of each family, at every key stage of their journey.

Michael Grondin

President and Chief Executive Officer

Annie Boivin

Head of Tax and Estate Planning

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Integrated planning

Investment management

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Over 25 years of experience and more than 100 family stories

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