{"id":3536,"date":"2025-08-07T15:28:13","date_gmt":"2025-08-07T15:28:13","guid":{"rendered":"https:\/\/advisorhuntglobal.com\/?p=3536"},"modified":"2026-03-31T13:34:41","modified_gmt":"2026-03-31T13:34:41","slug":"case-study-keeping-it-in-the-family-without-the-tension","status":"publish","type":"post","link":"https:\/\/advisorhuntglobal.com\/fr\/blog\/case-study-keeping-it-in-the-family-without-the-tension\/","title":{"rendered":"\u00c9tude de cas : Garder la pratique au sein de la famille \u2014 sans les tensions"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong>David et Jonathan S. \u2013 Transition p\u00e8re-fils, 700 M$ d'actifs sous gestion<\/strong><strong><br><\/strong><strong>RIA ind\u00e9pendant, double agr\u00e9ment, Midwest am\u00e9ricain \/ Ontario<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">David S. a pass\u00e9 plus de 30 ans \u00e0 b\u00e2tir une pratique de rel\u00e8ve ind\u00e9pendante respect\u00e9e. Son fils Jonathan, d\u00e9tenteur des titres CFA et CFP\u00ae et fort de plus de dix ans d'exp\u00e9rience, travaillait d\u00e9j\u00e0 au sein de la pratique et \u00e9tait pr\u00eat \u00e0 prendre la rel\u00e8ve. Cependant, malgr\u00e9 une relation solide et une vision commune, tous deux savaient que la famille et les affaires ne font pas toujours bon m\u00e9nage \u2014 surtout avec un bloc d'affaires de 700 M$ en jeu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They hired <a href=\"https:\/\/advisorhuntglobal.com\/fr\/\" target=\"_blank\" rel=\"noreferrer noopener\">Advisor Hunt\u00ae<\/a> to help structure the internal succession with clarity, neutrality, and long-term success in mind. Advisor Hunt\u00ae designed a stepwise wealth management M&amp;A plan that aligned with both parties\u2019 goals: preserving David\u2019s legacy and retirement security while empowering Jonathan with full operational control and financial upside.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Key elements of the Advisor Hunt\u00ae plan included:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u00c9valuation ind\u00e9pendante de la rel\u00e8ve pour \u00e9liminer les biais \u00e9motionnels.<\/li>\n\n\n\n<li>Transfert progressif de l'\u00e9quit\u00e9 li\u00e9 \u00e0 des jalons de performance pr\u00e9cis.<\/li>\n\n\n\n<li>\u00c9ch\u00e9ancier de transition sur plusieurs ann\u00e9es pour habituer les clients en douceur.<\/li>\n\n\n\n<li>D\u00e9finition des r\u00f4les et strat\u00e9gies de communication pour minimiser les tensions au sein de l'\u00e9quipe et de la famille.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>R\u00e9sultat :<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Transfert harmonieux de la propri\u00e9t\u00e9 et de la direction sur une p\u00e9riode de 36 mois.<\/li>\n\n\n\n<li>Attrition de client\u00e8le nulle pendant la transition du conseiller financier.<\/li>\n\n\n\n<li>Paiement int\u00e9gral \u00e0 David, r\u00e9parti entre un montant initial et des versements structur\u00e9s.<\/li>\n\n\n\n<li>Perception accrue de continuit\u00e9 et de planification \u00e0 long terme chez les clients.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Selon Jonathan :<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cAdvisor Hunt\u00ae brought objectivity and structure to a process that could\u2019ve become emotionally complicated. They handled it with professionalism, so we could stay focused on our clients and each other.\u201d<br><br>Apprendre encore plus <a href=\"https:\/\/advisorhuntglobal.com\/fr\/contact-us\/\" target=\"_blank\" rel=\"noreferrer noopener\">Advisor Hunt\u00ae<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>David &amp; Jonathan S. \u2013 Father-Son Transition, $700M AUMIndependent RIA, Dual-Registered, Midwest U.S. \/ Ontario David S. had spent over 30 years building a respected independent RIA succession. His son Jonathan, a CFA and CFP\u00ae with over a decade of experience, was already working in the practice and poised to take over. But despite a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","footnotes":""},"categories":[19],"tags":[],"class_list":["post-3536","post","type-post","status-publish","format-standard","hentry","category-case-studies"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Father-Son RIA Succession \u2013 $700M AUM Success - Advisor Hunt<\/title>\n<meta name=\"description\" content=\"Advisor Hunt\u00ae guided a $700M AUM father-son RIA succession with clear equity transfer program, zero client loss and a smooth 36-month leadership transition.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisorhuntglobal.com\/fr\/case-study-keeping-it-in-the-family-without-the-tension\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Father-Son RIA Succession \u2013 $700M AUM Success - Advisor Hunt\" \/>\n<meta property=\"og:description\" content=\"Advisor Hunt\u00ae guided a $700M AUM father-son RIA succession with clear equity transfer program, zero client loss and a smooth 36-month leadership transition.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/advisorhuntglobal.com\/fr\/case-study-keeping-it-in-the-family-without-the-tension\/\" \/>\n<meta property=\"og:site_name\" content=\"Advisor Hunt\" \/>\n<meta property=\"article:published_time\" content=\"2025-08-07T15:28:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-31T13:34:41+00:00\" \/>\n<meta name=\"author\" content=\"Darrell Jacobsen\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"Darrell Jacobsen\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/advisorhuntglobal.com\/case-study-keeping-it-in-the-family-without-the-tension\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/advisorhuntglobal.com\/blog\/case-study-keeping-it-in-the-family-without-the-tension\/\"},\"author\":{\"name\":\"Darrell Jacobsen\",\"@id\":\"https:\/\/advisorhuntglobal.com\/#\/schema\/person\/55be5d9d75709ea84ed15f9c6f5511c5\"},\"headline\":\"Case Study: Keeping It in the Family\u2014Without the Tension\",\"datePublished\":\"2025-08-07T15:28:13+00:00\",\"dateModified\":\"2026-03-31T13:34:41+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/advisorhuntglobal.com\/blog\/case-study-keeping-it-in-the-family-without-the-tension\/\"},\"wordCount\":267,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/advisorhuntglobal.com\/#organization\"},\"articleSection\":[\"Case Studies\"],\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/advisorhuntglobal.com\/case-study-keeping-it-in-the-family-without-the-tension\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/advisorhuntglobal.com\/blog\/case-study-keeping-it-in-the-family-without-the-tension\/\",\"url\":\"https:\/\/advisorhuntglobal.com\/case-study-keeping-it-in-the-family-without-the-tension\/\",\"name\":\"Father-Son RIA Succession \u2013 $700M AUM Success - Advisor Hunt\",\"isPartOf\":{\"@id\":\"https:\/\/advisorhuntglobal.com\/#website\"},\"datePublished\":\"2025-08-07T15:28:13+00:00\",\"dateModified\":\"2026-03-31T13:34:41+00:00\",\"description\":\"Advisor Hunt\u00ae guided a $700M AUM father-son RIA succession with clear equity transfer program, zero client loss and a smooth 36-month leadership transition.\",\"breadcrumb\":{\"@id\":\"https:\/\/advisorhuntglobal.com\/case-study-keeping-it-in-the-family-without-the-tension\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/advisorhuntglobal.com\/case-study-keeping-it-in-the-family-without-the-tension\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/advisorhuntglobal.com\/case-study-keeping-it-in-the-family-without-the-tension\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/advisorhuntglobal.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Case Study: Keeping It in the Family\u2014Without the Tension\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/advisorhuntglobal.com\/#website\",\"url\":\"https:\/\/advisorhuntglobal.com\/\",\"name\":\"Advisor Hunt\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/advisorhuntglobal.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/advisorhuntglobal.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/advisorhuntglobal.com\/#organization\",\"name\":\"Advisor Hunt\",\"url\":\"https:\/\/advisorhuntglobal.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/advisorhuntglobal.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/advisorhuntglobal.com\/wp-content\/uploads\/2026\/03\/Advisor-Hunt-Color-Logo-R-2026-01-22.svg\",\"contentUrl\":\"https:\/\/advisorhuntglobal.com\/wp-content\/uploads\/2026\/03\/Advisor-Hunt-Color-Logo-R-2026-01-22.svg\",\"width\":617,\"height\":114,\"caption\":\"Advisor Hunt\"},\"image\":{\"@id\":\"https:\/\/advisorhuntglobal.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/advisorhuntglobal.com\/#\/schema\/person\/55be5d9d75709ea84ed15f9c6f5511c5\",\"name\":\"Darrell Jacobsen\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/advisorhuntglobal.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/36063d7574a6cf056c372df947877664f511ca618af2ce17fbc6ffb3258a4bee?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/36063d7574a6cf056c372df947877664f511ca618af2ce17fbc6ffb3258a4bee?s=96&d=mm&r=g\",\"caption\":\"Darrell Jacobsen\"},\"sameAs\":[\"https:\/\/advisorhuntglobal.com\"],\"url\":\"https:\/\/advisorhuntglobal.com\/fr\/author\/advisorhunt\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Father-Son RIA Succession \u2013 $700M AUM Success - Advisor Hunt","description":"Advisor Hunt\u00ae guided a $700M AUM father-son RIA succession with clear equity transfer program, zero client loss and a smooth 36-month leadership transition.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/advisorhuntglobal.com\/fr\/case-study-keeping-it-in-the-family-without-the-tension\/","og_locale":"fr_FR","og_type":"article","og_title":"Father-Son RIA Succession \u2013 $700M AUM Success - Advisor Hunt","og_description":"Advisor Hunt\u00ae guided a $700M AUM father-son RIA succession with clear equity transfer program, zero client loss and a smooth 36-month leadership transition.","og_url":"https:\/\/advisorhuntglobal.com\/fr\/case-study-keeping-it-in-the-family-without-the-tension\/","og_site_name":"Advisor Hunt","article_published_time":"2025-08-07T15:28:13+00:00","article_modified_time":"2026-03-31T13:34:41+00:00","author":"Darrell Jacobsen","twitter_card":"summary_large_image","twitter_misc":{"\u00c9crit par":"Darrell Jacobsen","Dur\u00e9e de lecture estim\u00e9e":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/advisorhuntglobal.com\/case-study-keeping-it-in-the-family-without-the-tension\/#article","isPartOf":{"@id":"https:\/\/advisorhuntglobal.com\/blog\/case-study-keeping-it-in-the-family-without-the-tension\/"},"author":{"name":"Darrell Jacobsen","@id":"https:\/\/advisorhuntglobal.com\/#\/schema\/person\/55be5d9d75709ea84ed15f9c6f5511c5"},"headline":"Case Study: Keeping It in the Family\u2014Without the Tension","datePublished":"2025-08-07T15:28:13+00:00","dateModified":"2026-03-31T13:34:41+00:00","mainEntityOfPage":{"@id":"https:\/\/advisorhuntglobal.com\/blog\/case-study-keeping-it-in-the-family-without-the-tension\/"},"wordCount":267,"commentCount":0,"publisher":{"@id":"https:\/\/advisorhuntglobal.com\/#organization"},"articleSection":["Case Studies"],"inLanguage":"fr-FR","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/advisorhuntglobal.com\/case-study-keeping-it-in-the-family-without-the-tension\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/advisorhuntglobal.com\/blog\/case-study-keeping-it-in-the-family-without-the-tension\/","url":"https:\/\/advisorhuntglobal.com\/case-study-keeping-it-in-the-family-without-the-tension\/","name":"Father-Son RIA Succession \u2013 $700M AUM Success - Advisor Hunt","isPartOf":{"@id":"https:\/\/advisorhuntglobal.com\/#website"},"datePublished":"2025-08-07T15:28:13+00:00","dateModified":"2026-03-31T13:34:41+00:00","description":"Advisor Hunt\u00ae guided a $700M AUM father-son RIA succession with clear equity transfer program, zero client loss and a smooth 36-month leadership transition.","breadcrumb":{"@id":"https:\/\/advisorhuntglobal.com\/case-study-keeping-it-in-the-family-without-the-tension\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/advisorhuntglobal.com\/case-study-keeping-it-in-the-family-without-the-tension\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/advisorhuntglobal.com\/case-study-keeping-it-in-the-family-without-the-tension\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/advisorhuntglobal.com\/"},{"@type":"ListItem","position":2,"name":"Case Study: Keeping It in the Family\u2014Without the Tension"}]},{"@type":"WebSite","@id":"https:\/\/advisorhuntglobal.com\/#website","url":"https:\/\/advisorhuntglobal.com\/","name":"Advisor Hunt","description":"","publisher":{"@id":"https:\/\/advisorhuntglobal.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/advisorhuntglobal.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/advisorhuntglobal.com\/#organization","name":"Advisor Hunt","url":"https:\/\/advisorhuntglobal.com\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/advisorhuntglobal.com\/#\/schema\/logo\/image\/","url":"https:\/\/advisorhuntglobal.com\/wp-content\/uploads\/2026\/03\/Advisor-Hunt-Color-Logo-R-2026-01-22.svg","contentUrl":"https:\/\/advisorhuntglobal.com\/wp-content\/uploads\/2026\/03\/Advisor-Hunt-Color-Logo-R-2026-01-22.svg","width":617,"height":114,"caption":"Advisor Hunt"},"image":{"@id":"https:\/\/advisorhuntglobal.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/advisorhuntglobal.com\/#\/schema\/person\/55be5d9d75709ea84ed15f9c6f5511c5","name":"Darrell Jacobsen","image":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/advisorhuntglobal.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/36063d7574a6cf056c372df947877664f511ca618af2ce17fbc6ffb3258a4bee?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/36063d7574a6cf056c372df947877664f511ca618af2ce17fbc6ffb3258a4bee?s=96&d=mm&r=g","caption":"Darrell Jacobsen"},"sameAs":["https:\/\/advisorhuntglobal.com"],"url":"https:\/\/advisorhuntglobal.com\/fr\/author\/advisorhunt\/"}]}},"_links":{"self":[{"href":"https:\/\/advisorhuntglobal.com\/fr\/wp-json\/wp\/v2\/posts\/3536","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisorhuntglobal.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/advisorhuntglobal.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/advisorhuntglobal.com\/fr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisorhuntglobal.com\/fr\/wp-json\/wp\/v2\/comments?post=3536"}],"version-history":[{"count":5,"href":"https:\/\/advisorhuntglobal.com\/fr\/wp-json\/wp\/v2\/posts\/3536\/revisions"}],"predecessor-version":[{"id":4140,"href":"https:\/\/advisorhuntglobal.com\/fr\/wp-json\/wp\/v2\/posts\/3536\/revisions\/4140"}],"wp:attachment":[{"href":"https:\/\/advisorhuntglobal.com\/fr\/wp-json\/wp\/v2\/media?parent=3536"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisorhuntglobal.com\/fr\/wp-json\/wp\/v2\/categories?post=3536"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisorhuntglobal.com\/fr\/wp-json\/wp\/v2\/tags?post=3536"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}