How Marie-Claire J. aligned her wealth with what she truly wanted to pass on to her children

"After inheriting a large estate, I quickly found myself in a situation that I hadn't really anticipated. I had to make decisions, choices, and put things in place. So I called on a financial service provider, and everything was done fairly quickly. At the time, I felt that it was serious, structured, and that "everything was under control." But as time went by, I still felt uneasy. I had children, and the question of what I wanted to pass on to them, and above all how, preoccupied me more and more. I realized that I didn't really understand what had been put in place. I was following recommendations without being able to explain their meaning or long-term consequences. With Jean-Charles, things went very differently. He reviewed the entire situation from the beginning, without questioning the decisions that had been made, but helping me understand, one by one, the implications of each choice. He really took the time, and above all, he asked me questions that no one had ever asked me before. At one point, he asked me if all this was really in line with what I wanted for my children, with my values, with my vision of passing on my legacy. This question deeply unsettled me, because I had never taken the time to answer it. I then realized that some decisions went against what was important to me. This work allowed me to gradually reevaluate things at my own pace. Today, I have a much better understanding of what I do, why I do it, and how it makes sense for me and my children. I feel more at peace because my decisions are now aligned with what I really want to pass on."