Taiwan's business environment is mainly filled with small and medium-sized enterprises (SMEs), many of which are family-run businesses. In this ever-changing market, family businesses are facing tougher challenges in ensuring sustainability and keeping the business running in the future. Successive planning and long-term business sustainability have become crucial issues for business owners. We believe that planning these strategies early not only reduces risks but also helps avoid costly consequences due to inadequate preparations.

Being a family-run business as well, we are fully familiar with the strategies of family succession planning and tax services, and we are truly dedicated to ensuring the flame of our clients' family businesses to keep on burning, while also achieving sustainable growth in the future.

• Company Vision Consultation：Conducting in-depth interviews with family members to discuss future goals and visions, while fostering internal cohesion.
• Strategy Planning: Designing feasible solutions from various perspectives, including selecting successors, asset allocation, timeline planning, and risk management.
• Tools and Tax Analysis: Evaluating the pros and cons of different succession tools, integrating tax considerations to provide a comprehensive solution that helps family members achieve their goals step by step.
  

Family Succession and Business Planning

• Designing family succession plans and tax planning.
• Optimizing and adjusting shareholding structures to ensure equitable distribution and business stability.
• Investment structure planning to enhance asset utilization efficiency.