TAILIEUCHUNG - Banking for Family Business phần 7

chính xác, dịch vụ kế hoạch kế đại diện cho một nguyên tố phổ biến cơ bản tất cả các hoạt động ghi trong cột. Dịch vụ pháp lý và thuế là cần thiết để giảm thiểu gánh nặng thuế (ở cấp độ doanh nghiệp và cá nhân) hoạt động tài chính của công ty. | 126 Stefano Gatti precisely succession planning services represent a common element underlying all the operations indicated in the column. Legal and tax services are necessary in order to minimize the tax burden at the corporate and personal level of corporate financial operations. Finally company valuation and corporate finance services are requested for each deal which as pointed out earlier is based on the valuation of the company which is the object of the transaction. Investment management services are instead required for disinvestments and leveraged intrafamily operations when the entrepreneur is selling his her assets. In these cases the cash flows derived from the disinvestment have to be suitably allocated in securities real estate or pension fund investments Corporate Finance Services in the Wealth Management of Entrepreneurs Effects on the Offer and Prevailing Business Models The preceding paragraphs show that entrepreneurs and their families are very special clients in the panorama of services offered to high or very high net worth individuals. Since they are individuals possessing an income and assets they require advisory services which help them identify the most efficient asset allocations in order to reach their desired objectives. Generally from the standpoint of the entrepreneur as an individual the objectives are often centered on security protection of the family members and discretion. As entrepreneurs the clients participate in the management of the company and the success of the company is a prerequisite for the achievement of family objectives. These objectives depend all the more on company success the greater the family s financial commitment the less the firm is mature and the greater the investments required to reinforce the firm s market 8 The close connection between the business risk and personal risk of the entrepreneur and his her family was the subject of an empirical study carried out in the United States. In this

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