We provide a holistic approach to the overall planning for family wealth security and inheritance
Since it involves the inheritance of family assets, the management of family relationships, and the continuation of family culture and spirit, it is crucial to formulate a systematic and comprehensive plan for the inheritance of family wealth.
King & Wood Mallesons (KWM) quickly and comprehensively analyses and identifies the existing and potential risks to which high-net-worth families may face by leveraging its expertise in the related fields. Utilizing different wealth management and inheritance tools and legal frameworks, we customise comprehensive wealth security and inheritance plans for high-net-worth families.
Our services include:
- Overall planning of family assets
- Tax planning for actual controllers/senior executives prior to domestic and overseas listing of family enterprises
- Tax planning for a reduction in the stock holdings of actual controllers/senior executives after domestic and overseas listing of family enterprises
- Planning for the inheritance of equity in family enterprises prior to domestic and overseas listing
- Planning for the inheritance of stock in family enterprises after domestic and overseas listing
- Planning for the inheritance of equity in non-listed family enterprises
- Planning for the inheritance of other family assets
- Overall planning for family members
- Management of family member relationships
- Tax residency planning for family members
- Insurance planning for family members
- Succession planning for family members
- Overall planning of family culture and spirit
- Top-level legal framework planning of family charter
- Organisation and planning of family charitable activities
- Family office planning
