What are entities

In Foliostone, entities represent the legal persons and structures that own your assets. Understanding entities is key to modeling your wealth accurately.

Natural Persons — Individuals such as yourself, your spouse, or family members. Each person can own assets directly or through structures.

Companies (SARL, SAS, SA) — Business entities that hold commercial or investment assets.

SCI (Societe Civile Immobiliere) — A French civil company commonly used to hold real estate. Multiple family members can own shares.

Holdings — Parent companies that own shares in other entities, creating multi-level ownership structures.

Trusts — Legal arrangements where assets are held by a trustee for the benefit of beneficiaries.

By linking assets to their owning entities, Foliostone can calculate each entity's net worth, model ownership percentages, and help with estate and tax planning.

Entities also enable you to track cross-entity cash flows and understand the consolidated wealth of a family group.