Family Wealth Succession Project & Inheritance

As wealth accumulates, ensuring the smooth transfer of family assets while honoring the true intentions of the decedent has become a key concern for high-net-worth individuals and entrepreneurs.  The wealth succession process involves not only legal and regulatory considerations, tax planning, asset protection, and beneficiary rights distribution but also the continuation of family values and business philosophies.
 

At, Lee, Tsai & Partners, our expert team specializes in family wealth succession planning, integrating professionals from legal, accounting, international trust, and estate planning fields to assist clients in establishing a comprehensive wealth transfer structure.  We offer customized solutions covering will planning, trust establishment, tax compliance, and family business governance, ensuring that wealth is legally distributed, potential disputes are minimized, and family assets are preserved for future generations.

Our specific service scope:
 

• Initial Consultation & Needs Assessment
  • Evaluating the client’s financial landscape, family structure, and long-term succession objectives.
  • Analyzing asset categories (e.g., business holdings, real estate, international assets allocation) and associated legal risks.
  • Discussing suitable succession tools such as wills, trusts, or other legal structure planning.

• Designing a Wealth Succession Plan
  • Structuring a legally compliant wealth succession framework tailored to client needs.
  • Advising on equity structure adjustments and governance mechanisms for family businesses to ensure sustainable operations.

• Drafting, Safekeeping & Execution of Legal Documents
  • Preparing legally binding wills, safekeeping wills and executing the wills upon the testator’s authorization.
  • Assisting the client in establishing personal or family trusts to ensure long-term wealth management aligned with specific needs.
  • Drafting legal documents related to family business ownership arrangements and structuring shareholding adjustments for the lawful transfer of cross-border assets.

• Periodic Review & Dynamic Adjustments
  • Periodically reaching out through the testator’s designated communication method to ensure the will remains valid.
  • Assisted the client in reviewing and adjusting succession plans in response to changes in domestic and international regulations, asset distribution, or family needs.
  • Providing ongoing legal advisory services to ensure the effective execution of the succession plan.