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SUCCESSION PLANNING
This involves the transfer of culture, assets, duties and/or obligations
Management, ownership and taxes are three key areas need to be accounted for
Never an easy task as it involves emotions and relationships
Need to achieve long-term benefits for all members
We believe a good planning and governance is the key to achieve succession
What We Do For Our Clients
Help our client to record their vision, idea, culture and planning
Convey the message to all family members and obtain their feedback and ideas
Meetings and discussions with family members
Establish family governance system
Finally come up with a family constitution with support from all family members
Recommending different tools to solidify the succession planning including the use of corporate shareholders agreement and trust
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