Business Succession Planning

+ Service Overview

+ Corporate Services

• Corporate Culture Creation/ Transformation
• Customer Relationship Management
• Brand Value Creation/ Enhancement
• International Strategy
• Operational Risk Management

• Wealth Planning
• Business Succession Planning
• Family Office Services

Planning ahead is a must for high net wealth families wishing to distribute family wealth and corporate assets among family members. The process of success planning involves a wide range of professional expertise, including inter-generational wealth planning, tax planning, trust management, will establishment and charity fund management etc.

Planning for the succession of corporate assets is more complex than that of personal wealth distribution due to conflicting expectations, power, responsibilities and interests of different family members. Unlike personal wealth planning, asset owners can no longer plan in accordance to mere personal will. The focus, instead, lies in the balancing of different interests and minimizing possible conflicts among asset successors. Identification of the right successor to the right kind of inheritance and responsibilities is another critical issue in corporate asset succession planning.

Our experienced professionals will provide you with effective strategies to successful succession planning:

• Identification of founder’s will and wishes as well as interests gaps among members of family
• Development of succession plans to balance interests and concerns
• Appropriation of human capital to ensure successful transition
• Review of tax-related issues and stakeholders concern in the process of succession.
• Advice on wealth distribution and trust management

Please contact us for more information.