Transferring your Heritage
Passing on our values (ethics) by passing on our heritage
Cabinet Roche Caraïbes is the only chartered accounting firm dedicated to intergenerational heritage transmissions, and its founder has over 30 years of expertise in comprehensive accounting and tax support services.
Passing on our values (ethics) by passing on our heritage
Cabinet Roche Caraïbes is the only chartered accounting firm dedicated to intergenerational heritage transmissions, and its founder has over 30 years of expertise in comprehensive accounting and tax support services.
What is the purpose of transferring your heritage?
Giving meaning to wealth to build family projects across generations
The idea is to transmit the desire to build and to succeed in order to serve.
Providing peace within families
Optimization, which allows for a peaceful departure and meets everyone's desire to build a solid and lasting legacy.
Fulfilling the need to be surrounded by people of trust
Particularly on financial issues, reliability, confidentiality, and sustainability within relationships.
Accompanying from A to Z
As a result of our expertise, we can provide a comprehensive view: financial, economic, legal, and tax.
What is the purpose of transferring your heritage?
- Giving meaning to wealth to build family projects across generationsThe idea is to transmit the desire to build and to succeed in order to serve.
- Providing peace within familiesOptimization, which allows for a peaceful departure and meets everyone's desire to build a solid and lasting legacy.
- Fulfilling the need to be surrounded by people of trustParticularly on financial issues, reliability, confidentiality, and sustainability within relationships.
- Accompanying from A to ZAs a result of our expertise, we can provide a comprehensive view: financial, economic, legal, and tax.
For whom
Business owners
Your assets are often not divisible in a balanced way to be passed on to all your children/heirs.
Individuals
We will strive to strike a balance, but above all, to convey your values.
Got a special case? Reach out to us
We understand that every case is unique. Describe your financial situation by email and we'll get back to you as soon as possible.
Process steps
Our extensive accounting experience is tailored to guide inheritance agreements at every stage.
Annual Report
Annual review of assets to assess their development and determine the direction the heirs/children wish to take (each year).
Family Assemblies
General meetings that bring the family together to make the right decisions.
Guidance
We will guide the estate based on economic constraints and opportunities, as well as family needs.
Inheritance Agreement
Supporting families in transferring their assets through tailor-made inheritance agreements.
Validation by level
- LegalOur team works with Swiss lawyers who have been developing succession agreements since the 18th century.
- EconomicWe annually review countries' debt ratios in relation to their growth rates to guide our clients' investments.
- FiscalEach year, we review and update the evaluation of the 172 tax systems of the countries in which our clients invest.
Why carry out this process with a chartered accountant?
The Chartered Accountant Cabinet:
-
Provides security for your assets and your heirs (children). -
Does not have the right to access your cash or collect commissions. -
Develops a structure that continues the mission of implementing and following the recommendations for your heirs. -
Works within a structure that is supervised by the Order of Chartered Accountants.
Discover our report
Our 2025 "International Heritage" report provides an in-depth analysis of the international transmission of heritage, addressing both the challenges and opportunities of international inheritance. Discover how exit tax works in France, or how assets are evaluated in Italy – incorporating legal, fiscal, and economic perspectives.
Leave your email and download the report freely.
new report 2025 (FR)
Created in the 18th century in German-speaking Switzerland to avoid disputes between children and also to optimize the management of assets and their taxation, inheritance pacts fix the allocation of assets to successors and are updated every 5 years with a Notary.
- 1) The heritage is broken up, and each child/heir is given a portion (the Napoleonic Code to destroy large fortunes).
- Or, 2) The estate is preserved for future generations (trusts in the USA): the heritage from the parents must never be spent but kept for the grandchildren.
“
"In an ever-faster world, we defend the long term, the time of families, the time of transmission."
Contact-us
Direct link with Christian Roche
Direct link with Christian Roche
Founder and CEO of Cabinet Roche Caraïbes, strategic investment consultant, developer of wealth transfer strategies, and tax support at all levels.
rochechristian@cabinetrochecaraibes.com
rochechristian@cabinetrochecaraibes.com
By clicking the button, you agree to our Privacy Policy
Contact-us
Direct link with Christian Roche
Direct link with Christian Roche
Founder and CEO of Cabinet Roche Caraïbes, strategic investment consultant, developer of wealth transfer strategies, and tax support at all levels.
rochechristian@cabinetrochecaraibes.com
rochechristian@cabinetrochecaraibes.com
By clicking the button, you agree to our Privacy Policy
Discover our other missions
About
Cabinet Roche Caraïbes is a firm of chartered accountants specializing in the areas of taxation, real estate and wealth transfer.
Discover
Contact
- rochechristian@cabinetrochecaraibes.com
- Anse des Cayes, 97133
- Saint Barthélemy
Newsletter subscription
About
Cabinet Roche Caraïbes is a firm of chartered accountants specializing in the areas of taxation, real estate and wealth transfer.
Discover
Contact
- rochechristian@cabinetrochecaraibes.com
- Anse des Cayes, 97133
- Saint Barthélemy
Newsletter subscription
