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所在平台: Udemy |
课程主页: https://www.udemy.com/course/family-office-family-wealth-section-6-structuring/
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课程名称：家族办公室与家族财富 - 第六节：结构化 概述：第六节专注于为未来几代人构建国际财富的结构化。该部分深入讨论了超高净值（UHNW）财富结构所需的最低法律文化，探讨了国际财富结构中的法律冲突和管辖权问题，并强调理解国际法和比较法的重要性。此外，本节还探讨了国际税收的复杂性以及跨境财富管理的结构化策略。为了有效保存和转移财富给未来几代人，家族办公室必须深入理解全球法律框架和税务影响。有效的财富结构化涉及在国际法律和法规的复杂环境中运作，以确保资产为未来几代人的保值增值。 具体讲座内容包括： - 讲座18：最低法律文化要求：强调家族办公室人员需具备的法律知识最低要求，以及了解各种法律体系的存在和重要性。 - 讲座19：法律冲突与管辖权：回顾国际私法和比较法的基本原则，这两者是国际超高净值家庭必不可少的法律领域。 - 讲座20：比较法：提供比较法的高层次介绍，分析各法律体系的不同观点、技术和主张，帮助家族办公室从全球视角关注法律建议。 - 讲座21：国际税收：强调近期影响国际家族办公室结构的国际税收法规的发展。 - 讲座22：国际结构化：提供结构化的基本概念，包括信托和公司工具的使用。 本讲座并非法律课程，但任何参与单一家庭办公室管理的人都应具备最低的法律背景，特别是在多文化背景下。对于新兴市场的家庭尤为重要的是，他们在不同法律体系中，税务和法律顾问的能力存在明显的缺口。
Section 6 - Structuring International Wealth for Future Generations.Section 6 delves into the minimum legal culture required for UHNW wealth structuring. The topics of conflict of laws and jurisdictions are discussed in relation to international wealth structuring, emphasizing the importance of understanding international and comparative law. Additionally, the complexities of international taxation and structuring strategies for managing wealth across borders are explored in this section. The considerations for preserving and transferring wealth to future generations are crucial, requiring a deep understanding of global legal frameworks and tax implications. Effective wealth structuring involves navigating the intricate landscape of international laws and regulations to ensure the preservation and growth of assets for future generations.In this Lecture we will go through a series of legal aspects of UHNW and FO management.Lecture 18 - Minimum Legal Culture Required: In this part, we will highlight what I see as a requirement for family officers to acquire a minimum level of knowledge of the law and as well as of the existence and relevance of various legal systems.Lecture 19 - Conflict of Laws & Jurisdictions: We will review here the basic principles of Private International Law and Comparative Law; two essential areas of the law for international UHNW families. The topics of conflict of laws and jurisdictions are discussed in relation to international wealth structuring.Lecture 20 - Comparative Law: In this part, I am providing a high-level introduction to Comparative Law, an area of the law in which the different viewpoints, techniques and postulates of various legal systems are analysed to better understand why the FO needs to approach legal advice with a local & global, a glocal lens.Lecture 21 - International Taxation: We will highlight some of the recent developments in international tax regulation affecting the structures used by international family offices.Lecture 22 - International Structuring: Finally, we will provide basic concept of structuring, using trusts and corporate vehicles.This Lecture is not meant to be a law course, but any person involved in single-family office management should have a minimum legal background, especially one with multi-cultural references. For Emerging Market families, in particular, there are clear gaps in the ability of tax and legal advisers to work with them across different legal systems.
