ALL FAMILY MATTERS ON LINE ARTICLES
This website shares practical answers and experiences about this process. It also provides brief explanations of suitable and flexible structures, such as Foundations, Trusts, and Waqf, to manage and finance the family, its assets, and its philanthropy.
Suggestions are given for secure estate and safe tax planning, and the ways in which families can be organized and governed for example through family offices and with the help of family governance through documents such as a family charter with the relevant core family values, culture and understandings within the family. These and many more topics with which families are often confronted, are covered below.
Categories
- Charities, philanthropy and gifts
- Cross-border estate planning
- Education, training and preparation of next generation
- Emergency measures
- Emigration and immigration
- Estate planning
- Estate taxes and duties
- Family assets; art, portfolio, realty
- Family business
- Family disputes and solutions
- Family Governance and Family Charters
- Family Office
- Foundations and Trusts
- Last will and testament
- Living will
- Marriage contracts, nuptial agreements and matrimonial law
- Medical proxy
- Personal income tax
- Protection of assets
- Residency
- Structures to hold, control or manage family wealth
- Succession planning and transfer to next generation
- Tax Planning
Family businesses and ESG transition
The focus on ESG (Environmental, Social and Governance) metrics as part of the management of a company is an important area of focus for all stakeholders in the business. As ESG metrics capture a wide variety of items (from CO2 emission targets to minority representation in leadership functions) it is important to combine an assessment of what is currently in place within the organisation with what would be the preference on all generations involved. When this overview is clear it is easier to measure the impact that the company is currently making as well as the potential for...
Information Management in Family Businesses and Preventive Measures for Conflict Avoidance
The acquisition and dissemination of information play a central role in the management and control of family owned businesses. The Austrian Governance Code for family businesses highlights the importance of a structured flow of information, as it is essential for acceptance and the smooth operation of the company. In addition, a steady flow of information helps to build trust between family members and also trust of family member in the business. Information Asymmetry Among Family Members Family businesses often exhibit a two-tier structure among family members: on one side, family...
Capital Gains in Switzerland: A Global Perspective for (U)HNW Families
Switzerland has long attracted international families and investors due to its location at the heart of Europe, its strong legal framework and its reputation for political stability. Although it partners extensively with the European Union, it has retained autonomy on key matters of taxation and finance. One clear example is the Swiss VAT/GST rate, kept at 8.1%, considerably lower than both the EU minimum of 15% and the EU average of 21.5%. This ability to maintain certain rules adapted to its unique situation underscores why Switzerland remains a prime destination for U/HNW individuals...
Is Professional Wealth Management Worth It?
For many, financial success is the result of years of hard work, sacrifice, and careful decision-making. However, a common misconception is that building wealth automatically equates to being able to manage and preserve it effectively. In reality, most wealth creators excel in their own fields, whether it's entrepreneurship, technology, or sports, but wealth management is a distinct discipline. Recognizing this distinction is key to growing and preserving wealth for future generations. Reasons Why Professional Wealth Management Matters In the following sections, key factors will be...