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Charter for high net worth families. What for? And what are its contents?

by Saba Zreik | Apr 20, 2020 | • Family business; Managing, structuring, involvement, • Family Integrity & Organization

A Family Charter should not be looked at as a piece of literature to work on, perfect and store in a drawer. It has a specific use and it should address a minimum of critical and important matters of concern to the Family. 1- What is the Role of a Family Charter? (a)...

Categories

  • • Charities, philanthropy and gifts
  • • Education, Training, Preparation of next generation
  • • Emergency measures; who decides and who will be(come) responsible
  • • Estate planning
  • • Family assets; art collection, portfolio, real properties
  • • Family business; Managing, structuring, involvement
  • • Family Disputes & Solutions
  • • Family Governance and Family Charter
  • • Family Integrity & Organization
  • • Family Offices; role, duties and responsibilities
  • • Foundations and trusts; structures to hold, control, protect and manage family wealth
  • • Living will
  • • Marriage contracts, nuptial agreements and family law
  • • Residency; consequences, double nationality, cross border estate planning
  • • Tax planning (corporate income tax)
  • • Tax planning (estate taxes and duties)
  • • Tax planning (personal income tax)
  • • The will or testament
  • • Transfer to the Next Generation