When to Cash Out Family Business Assets & How to Transition to Financial Wealth
Family Business
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58m
The transition of a global family business to the next generation is complex, involving not only wealth preservation, governance, and succession but also cross-border legal, tax, and cultural challenges.
Join us for a session with Zac Lucas and Scott Moore. Zac, with over 20 years in international private client law, specializes in trusts, estates, succession planning, and family offices. Scott, Managing Director at Henley & Partners in Singapore, advises ultra-high-net-worth clients on residence and citizenship planning, focusing on mobility, security, tax optimization, and lifestyle.
In this session, we will explore:
The emotions and thought processes families experience during the transition.
The key excitements and concerns surrounding this process.
How these factors influence views on legacy—both business and family.
As a solution for de-risking, the session will focus on transitioning from business wealth to financial wealth through the family office model, highlighting its impact on family engagement. We will also discuss sovereign diversification, exploring how branching out to new financial and lifestyle domiciles can:
Protect the family’s wealth through lump-sum taxation and single tax jurisdictions.
Provide strategic guidance for the next generation, leading them to advantageous countries.
Build resilience against fiscal, economic, and geopolitical uncertainties and risks.
An open Q&A session will follow, giving you the chance to ask your questions directly to the experts. Register now!
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