スイス向けファミリーガバナンス
家族の財産を守り、育てるには、事業の承継・所有・管理に関して明確な戦略を立てる必要があります。しかし、デジタル化、グローバル化が進み、事業環境が目まぐるしく変化するなか、長期目標に沿って経営を継続し、資本の形成・保全を図ることは容易ではありません。
そこで重要になるのが、財産を次の世代につなげるための手段であるファミリーガバナンスです。ファミリーガバナンスでは、事前に家族内のルールやガイドラインを策定することで、紛争の防止・解決、意思決定の推進、権限移譲の効率化を図るなど、それぞれの家族に合った基盤作りを進めながら、現在と未来にわたって家族の絆を育みます。このようにして家族が一体となれば、環境変化に柔軟に対応しながら、事業を拡大させることができます。
スイス事務所では、持続可能なファミリーガバナンス体制の構築・運用に向けて、家族とその財産・事業を守るためのアドバイスをご提供しています。
サービス内容
- ファミリー憲章
- 運用体制・ガバナンス
- 各種申告
- 財産保全
- ファミリー委員会
- ファミリー総会
パンフレット一覧
ご要望に応じて資産の形成・配分・管理に関するアドバイスをご提供するなど、富裕層やファミリービジネスのお金に関するあれこれをトータルにサポート。家族の絆を深めることで、次の世代に安心して資産をつなげられるようにしています。
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