瑞士家族管治服务
家族在谋求财富保值和增值时面临的一些挑战是由于在继承、所有权、管治和战略方面缺乏明确性引起的。在面临诸如突发干扰事故、数字化或全球化的短期挑战时,调整长期目标、维护家族业务并保留资本(以及实现增值)并非易事。
家族管治对于财富的保留和世代传承至关重要。需要通过立足于当前和未来,建立定制的稳固结构维护家族凝聚力和稳定性。通过预先确立一套规则和指导方针,可以避免冲突,通过建立明确的争议解决机制并促进决策制定,确保流程更加有效并赋予其他家庭成员权力。总而言之,它能够创造一种有利于财富增值和企业成功的凝聚力,促使家族企业持续发展并适应不断变化的环境。
我们向客户提供的咨询服务主要针对建立和施行可持续的家族管治结构,以维护家族、财富和企业所有权的统一。
我们的服务包括:
- 家族宪章
- 运营结构和管治
- 申报
- 遗产保护
- 家族委员会
- 家族理事会
下载简介:
我们能够协助管理富裕家族或家族企业的资产。我们将与家族成员合作,分享有关财富构建、资产分配的专业知识,并根据他们的要求提供有关理财的建议。我们的目标是让您的家族变得更强大、资产更安全并传承给下一代
瑞士办事处高级财富规划师顾问
瑞士见解(仅提供英文版)
Alpadis Group Receives FINMA Approval for the Acquisition of EOS Trust and Consulting LLC
FINMA approval enables Alpadis Group to offer enhanced tax and succession planning services, expand reach in Italy and South America.…
Alpadis Group Enhances Tax and Succession Planning Expertise with Acquisition of EOS Trust and Consulting LLC
Acquisition to enhance capabilities in taxation and succession planning, broaden reach into the Latam and Italian Markets. Alpadis Group, a…
Alpadis Group Switzerland Celebrates FINMA Trustee License, Strengthening Trust in the Swiss Financial Landscape
Acquisition of the FINMA Trustee license a validation of company’s rigorous standards and dedication to client service. Alpadis Trust (Switzerland)…
Bruno Sidler announced as Managing Director of Alpadis Group’s Zurich office
Bruno brings over three decades of experience in wealth planning and corporate services Alpadis Group announce today that Bruno Sidler…
Alpadis Group appoints Richard Davison as Legal Counsel in Zurich
Alpadis Group announces the appointment of Richard Davison as Legal Counsel for the company’s Zurich office, effective immediately Richard Davison…
Alpadis Group acquire trust and corporate services business swisspartners Marcuard Heritage AG in Zurich and Cyprus
Acquisition grows Alpadis Group in Switzerland and expands range of services it offers Alpadis Group, the provider of multi-jurisdictional corporate…
New transparency and due diligence requirements set to be introduced in Switzerland
New requirements closely follow EU and OECD rules, following rejection of more stringent requirements in November 2020 The Swiss Parliament…
Swiss trust license law comes into effect
Passed in January 2020, the Swiss Financial Institutions Act (FinIA) and the Swiss Financial Services Act (FinSA) obliges trustees operating…
Alpadis Group bolsters Swiss team and opens branch in Neuchâtel
Alpadis Group hires Michel Frutiger and Jacques Oguey as Senior Trust Officers Alpadis Group today announces the opening of its…
A conversation on Family Offices in Asia with Dominik Heer
Dominik Heer is the COO of Alpadis Group, based in Singapore. An expert on Family Offices, Dominik works with the…
A conversation on family governance with Ewald J. Scherrer
Ewald J. Scherrer is the Managing Director of Alpadis Group in Switzerland. He heads up the Group’s office in Zurich…
15 questions with… Robert Payne
Robert is the Associate Director at Alpadis Group’s Hong Kong office. Robert’s main roles are to provide trust services including…
Good family governance key to survival for family-owned businesses
Developing a robust Family Charter will allow family businesses to better align short-term challenges with long-term objectives
15 questions with.. Moritz Gubler
Moritz is Managing Director at Alpadis Group and leads the company’s operations in Malaysia, which include…
Switzerland eliminates Bearer Shares
In June 2019 the Swiss government adopted the Federal Act (The Act) that will put an end to Swiss companies…
Wealth planning – start the conversation now
Global growth over the past few decades has generated a record amount of wealth in many parts of the world.…
家族管理
Family dynamics and succession can be incredibly complicated and if handled poorly, lead to the rapid loss of wealth for…
国际规划
International Planning protects your wealth across multiple jurisdictions, helps save for retirement, allows for international investment and avoids unnecessary liabilities…
财富规划
Wealth planning is a lifelong roadmap designed to structure, protect and preserve your assets so that you may pass them…
The China-US trade war and Southeast Asia
The renewed trade tensions between the US and China will bring about some near-term volatility, but could benefit the Southeast…
Why Switzerland is the perfect place to protect your assets in a volatile world
As the world becomes ever more interconnected and globalised, so do the potential threats to wealth and assets increase. From…
Interview in The Edge Malaysia: How to not lose it all
Asia is said to be the world’s fastest growing region when it comes to the wealthy, but this will be…
Alpadis Group Launches New Office In Zurich And Expands Core Services
Alpadis Group announces the launch of its new Zurich office. The new office will be focused on wealth planning and…
15 questions with Ken Vui Chau, CFO of Alpadis Group
Ken is Alpadis Group’s CFO, based in Labuan, Malaysia. Below he shares his thoughts on super heroes, his maths teacher…
Understanding ‘substance’ and what it means for your company
Whether you are a multinational company with many offices dotted around Asia, or a smaller structure, the term ‘substance’ could…
Alpadis Group acquires KPMG’s Labuan Trust Company business
This asset purchase will allow Alpadis Group to cement its position as one of the leading service providers in Labuan,…
Alpadis Group acquires Louvre Fiduciary (HK) Limited in Hong Kong
Alpadis Group have purchased Louvre Fiduciary (HK) Limited in Hong Kong, with all operations, employees and customers integrating into Alpadis…