Swiss family businesses have a responsibility towards the family as well as the company. Our family business podcast series is dedicated to a number of key topics that concern family entrepreneurs: family office and asset planning, family governance, owner strategy, values system, succession planning, generational issues, digitalisation, pressure to innovate, shortage of skilled workers and much more.
How your family office can benefit from the tax reform
New taxation rules, which have been adapted to the international standard, entered into force in Switzerland on 1 January 2020. The fifth episode of our Family Business Stories is dedicated to the effects and opportunities arising from this tax reform. We explain why international multi-corporations with the previous tax regimes are not the only companies that should pay attention to the new provisions. Step-up with grandfathering rules or replacement measures like the patent box or research and development deduction can also be attractive for family offices with subsidiaries operating in Switzerland, Swiss family businesses and SMEs.
How to create sustainable family office structures for your assets
In the fourth episode of our Family Business Stories, we take a look at future-proof structures for the family office. Complexity surrounding international assets is growing, regulatory pressure and the pressure to disclose are on the rise and COVID-19 is limiting the scope for movement and action. We recommend that family offices and asset owners rethink their (sometimes traditional) structures, streamline them where necessary and establish their hubs in countries where they can demonstrate substance that is sustainable and fiscally acceptable. In addition, more and more family offices are switching to special digital applications that illustrate revenue and costs in a more transparent way.
How to organise governance and operations for your family office
Why is the governance and operational model of a family office so important, and what are the aspects to consider?
How to clarify key strategy questions for your family office
What are the strategic principles for setting up a single family office? Find out in our second episode.
Why family businesses are increasingly starting a family office
Why are more and more family businesses setting up a family office? We talk to our expert Dr. Alexander Köberle-Schmid to find out.