Quản trị & Di sản
Quản trị gia đình, lập kế hoạch di sản và chuyển giao tài sản, phối hợp thuế và hoạt động từ thiện.
Quản trị Gia đình
Family Governance
Family governance is the set of structures, rules, and habits that help a family make decisions together — about money, employment, distributions, and… · 8 phút đọc
The Family Constitution
A family constitution (also called a family charter) is a written document that captures a family's shared values, governance rules, decision-making processes… · 6 phút đọc
Succession: The Office After the Founder
Succession planning for a family office means preparing for two overlapping transitions: who leads the family's wealth decisions from one generation to the… · 7 phút đọc
Preparing the Next Generation
Preparing the next generation means building a structured, age-appropriate program that teaches younger family members how wealth works, what responsibilities… · 6 phút đọc
Di sản & Chuyển giao Tài sản
Estate Planning and Wealth Transfer
Estate planning and wealth transfer is the body of legal and financial work that determines how a family's assets pass to future generations, charitable… · 9 phút đọc
Trusts, Explained in Plain English
A trust is a legal arrangement in which one party holds and manages assets for the benefit of another. This guide explains the core vocabulary — grantor… · 6 phút đọc
FLPs and Family LLCs
Family limited partnerships (FLPs) and family LLCs are legal entities that families commonly use to consolidate assets under one structure, clarify who… · 7 phút đọc
Life Insurance in Wealth Planning
Life insurance plays a structural role in wealth planning far beyond simple income replacement — it can provide immediate liquidity at death, fund estate-tax… · 7 phút đọc
Thuế
How Family Offices Manage Tax
A family office manages tax not as a once-a-year filing exercise but as a continuous, year-round coordination effort spanning every entity, investment, and… · 9 phút đọc
The Family Tax Calendar
The family tax calendar is the recurring, year-round schedule a family office follows to coordinate tax filings, estimated payments, document collection, and… · 7 phút đọc
Từ thiện & Tài trợ
Philanthropy and the Family Office
Philanthropy in a family office means far more than writing checks — it is a structured program that covers direct giving, donor-advised funds, private… · 8 phút đọc
Private Foundations
A private foundation is a legal entity a family creates to pursue charitable goals, funded almost entirely by the family itself and governed by a board the… · 6 phút đọc
Donor-Advised Funds (DAFs)
A donor-advised fund (DAF) is a charitable giving account held at a sponsoring organization where a donor makes an irrevocable contribution, receives an… · 7 phút đọc