1.本課程為一主題性、工作坊形式之創新課程，由許書銘老師與兩位外聘老師(陳智安老師、劉瑞霖老師)皆為資深業界師資，針對家族接班傳承規劃有非常豐富的經驗。
2.課程內涵主要包括以下6大主題:
A.細說長榮 – 透過分組討論長榮實際案例，讓學員了解不同家族接班傳承工具的優劣處，並應用所學提出建議。
1.解析張榮發的遺囑 – 引導學員檢視遺囑所要達成的目標，以及實際執行遇到的問題。
2.張榮發使用的傳承工具 – 討論張榮發使用的接班傳承工具以及帶來的問題。
3.討論可能的改進方向 – 從本案例的解析，讓學員思考並研討未來家族接班傳承規劃應有的考量。
B.家族接班傳承規劃概論 – 使學員對於家族傳承規劃有較深入的了解。
1.家族接班傳承的迷思 – 傳承規劃不當的案例檢討以及錯誤傳承觀念的破除。
2.家族接班傳承規劃的面向 – 權衡接班傳程規劃的考量點，以全方位角度去審視家族接班傳承。
3.家族接班傳承常見的工具 – 常見工具的介紹以及實際運用作法。
4.家族接班傳承想法 – 傳承模式的探討。
5.家族接班傳承做法 – 討論家族辦公室的功能以及階段性的任務。
C.家族接班傳承實際案例學員討論與解析 – 透過實際案例討論，引導學員思考家族接班傳承規畫方向。
D.接班人的規劃 – 透過分組討論去研討接班人規劃的架構與設計思考。
1.傳承模式 – 討論單軌傳承、分治、共治等設計，理解不同傳承模式帶來不同的效果。
2.永續傳承的思考 – 認識永續傳承思考的面向，並討論傳子、傳賢及傳賢後家族成員在家族企業扮演的角色。
3.尋找理想的永續傳承模式 – 配合不同的家族結構及特性，引導學員尋找最理想的傳承模式。
E.尋找最佳的家族接班傳承規劃架構 – 了解不同家族接班傳承的工具以及傳承效果。
1.確定家族接班傳承要使用的工具 – 以希望達成之目標來選擇家族接班傳承工具。
2.家族控股公司 – 了解家族控股公司的重要性與功能。
3.股權信託及財產信託 – 了解股權及財產信託的重要性與功能。
4.家族憲章 – 了解家族憲章的重要性與功能。
5.家族辦公室 – 了解家族辦公室的階段性功能。
F.境外家族接班傳承規劃平台 – 使學員對於境外的傳承平台有較深入的了解。
1.家族財富管理 – 認識家族財富的管理以及資產配置及風險控管的重要性。
2.境外信託(股權信託、財產信託、慈善信託) – 認識境外信託平台的操作。
3.境外基金會 – 認識境外基金會的成立與功能。
4.未來子孫國際化的安排 – 子孫國際化安排的實務與思考。
5.未來家族投資趨勢 – 認識影響力投資及其他趨勢。
1. This course is an innovative thematic course in the form of a workshop. It is led by teacher Xu Shuming and two external teachers (Teacher Chen Zhian and Teacher Liu Ruilin) who are all senior industry teachers and have rich experience in family succession planning.
2. The content of the course mainly includes the following 6 topics:
A. Describe Evergreen in detail – Through group discussions on actual cases of Evergreen, students can understand the advantages and disadvantages of different family succession tools, and apply what they have learned to make suggestions.
1. Analyze Zhang Rongfa’s will – guide students to examine the goals to be achieved by the will and the problems encountered in its actual execution.
2. The inheritance tools used by Zhang Rongfa – Discuss the inheritance tools used by Zhang Rongfa and the problems they bring.
3. Discuss possible directions for improvement – Based on the analysis of this case, let students think about and discuss the considerations for future family succession planning.
B. Introduction to family succession planning – to enable students to have a deeper understanding of family succession planning.
1. Myths about family succession – case review of improper inheritance planning and dispelling of wrong inheritance concepts.
2. Aspects of family succession planning – Weigh the considerations of succession planning and examine family succession from a comprehensive perspective.
3. Common tools for family succession – introduction to common tools and their practical use.
4. Ideas on family succession – discussion of inheritance models.
5. Family succession practices – Discuss the functions and phased tasks of the family office.
C. Student discussion and analysis of actual cases of family succession – through discussion of actual cases, students are guided to think about the direction of family succession planning.
D. Succession planning – Discuss the structure and design thinking of succession planning through group discussions.
1. Inheritance model – Discuss single-track inheritance, divide and rule, co-governance and other designs, and understand that different inheritance models bring different effects.
2. Thinking about sustainable inheritance – Understand the aspects of thinking about sustainable inheritance, and discuss the role of descendants, successors and family members in the family business after succession.
3. Find the ideal sustainable inheritance model – Guide students to find the most ideal inheritance model based on different family structures and characteristics.
E. Find the best family succession planning structure – Understand different family succession tools and inheritance effects.
1. Determine the tools to be used for family succession – Choose the tools for family succession based on the goals you hope to achieve.
2. Family holding companies – Understand the importance and functions of family holding companies.
3. Equity trusts and property trusts – Understand the importance and functions of equity and property trusts.
4. Family Charter – Understand the importance and function of a family charter.
5. Family Office – Understand the staged functions of a family office.
F. Overseas family succession planning platform – enables students to have a deeper understanding of overseas inheritance platforms.
1. Family wealth management – Understand the importance of family wealth management, asset allocation and risk control.
2. Overseas trusts (equity trusts, property trusts, charitable trusts) – Understand the operation of overseas trust platforms.
3. Overseas foundations – Understand the establishment and functions of overseas foundations.
4. Arrangements for future internationalization of descendants – practices and thoughts on international arrangements for descendants.
5. Future family investment trends – Understand impact investing and other trends.
案例及時事整理、講師過去實際處理案例分享。
部分教材由授課教師自行編寫。
Compilation of cases and current events, and sharing of cases that the lecturer has actually handled in the past.
Some teaching materials are written by the instructors themselves.
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 課堂參與課堂參與 class participation |
70 | 學員參與課堂討論及小組討論狀況，並就學員個別口頭心得報告綜合評分。 |
| 書面報告書面報告 written report |
30 | 書面心得報告，針對課堂學習的心得與反饋，若能提出設計案例及解決方案者，從優評分。 |
