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7大主題:
A.未來家族子孫開枝葉散，如何避免家族公司控制權稀釋? – 以陳氏家族案例討論家族公司的傳承。
1.未來家族子孫開枝葉散，如何避免家族公司控制權稀釋?
2.如何選擇接班人？傳子、傳女或傳賢？
3.如何確保未來接班人在公司經營有掌控權？股權在子女間如何分配？除分配股權給子女外，有無更好做法？
4.陳董事長如何補償未接班的子女？以減低子女心理的不平？
5.陳董事長怎樣確保接班人繼承其路線？
6.財產傳承規劃怎樣做比較能讓子女滿意？如何確保後代子孫生活無缺？
B.第一代創辦人的心聲: 子孫滿堂，卻接班無人? – 以蔣家宅門案例討論接班問題。
1.子孫滿堂，卻接班無人
2.如何確保股權集中不流失
3.人頭股東的問題
4.基金會的資金來源
5.如何進行財富管理
C.境外家族辦公室與家族財富投資 – 境外家族辦公室資產投資的現況以及未來投資的趨勢。
1.現階段資產配置
2.未來投資趨勢
3.未來挑戰
D.如何藉由財富管理及慈善做好家族凝聚，世代傳承? – 以吳家案例討論財富管理與慈善對於家族凝聚及家族傳承的效果。
1.如何藉由財富管理及慈善做好家族凝聚，世代傳承?
2.基金會所扮演的角色?
E.如何達到創辦人的心願 : 家族和諧、股權集中、永續傳承? – 以李家大業案例討論傳承方式以及如何達成創辦人之心願永續傳承。
1.長子是否為當然接班人？
2.有才能的家族子孫如何對家族事業做出最大貢獻？
3.第三代以後如何接班？
4.第一代創辦人的心願 : 家族和諧、股權集中、永續傳承是否做得到？
5.如果你是李爸爸，應該怎麼做?
F.如何運用家族憲章凝聚家族共識，達成永續傳承目標? – 李錦記家族案例分組討論。
1.李錦記家族憲章涵蓋的內容及要達成的目標。
2.接班人的規劃與培訓。
3.家族成員在家族企業扮演的角色。
G.學員分組討論與報告 – 由各小組設計案例進行分組討論，引導學員以所學之傳承架構及工具，提出解決方案。
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 7 topics:
A. How to avoid the dilution of control rights of a family company when the descendants of the family spread out in the future? – Discuss the inheritance of the family company using the case of the Chen family.
1. In the future, when the family’s descendants spread out, how to avoid dilution of the control rights of the family company?
2. How to choose a successor? Pass on to son, daughter or virtuous person?
3. How to ensure that future successors have control over the company's operations? How are equity shares distributed among children? In addition to allocating equity to children, is there any better way?
4. How does Chairman Chen compensate his children who have not succeeded him? To reduce the psychological injustice of children?
5. How does Chairman Chen ensure that his successor will continue his line?
6. How can we make estate inheritance planning more satisfactory to our children? How to ensure a safe life for future generations?
B. The voice of the first-generation founder: There are many descendants, but no one to succeed? – Discuss the issue of succession using the case of Jiang Family House.
1. The house is full of descendants, but there is no successor.
2. How to ensure that concentrated equity is not lost
3. The problem of head-shareholders
4. Funding sources of the foundation
5. How to manage wealth
C. Overseas family offices and family wealth investment – the current status of overseas family office asset investments and future investment trends.
1. Current asset allocation
2. Future investment trends
3. Future challenges
D. How to achieve family cohesion and inheritance from generation to generation through wealth management and charity? - Discuss the effects of wealth management and charity on family cohesion and family inheritance using the Wu family case.
1. How to achieve family cohesion and pass on from generation to generation through wealth management and charity?
2. What role does the foundation play?
E. How to achieve the founder’s wish: family harmony, concentrated ownership, and sustainable inheritance? – Using the case of the Li family’s great cause to discuss inheritance methods and how to achieve the founder’s wish for sustainable inheritance.
1. Is the eldest son the natural successor?
2. How can talented family descendants make the greatest contribution to the family business?
3. How will the third generation take over?
4. The first-generation founder’s wish: can family harmony, concentrated ownership, and sustainable inheritance be achieved?
5. What should you do if you were Dad Li?
F. How to use family charter to build family consensus and achieve the goal of sustainable inheritance? – Group discussion on Lee Kum Kee family case.
1. Contents covered by the Lee Kum Kee Family Charter and the goals to be achieved.
2. Successor planning and training.
3. The role played by family members in the family business.
G. Student group discussions and reports – Each group will design a case for group discussion, and guide the students to propose solutions using the inheritance framework and tools they have learned.
案例及時事整理、講師過去實際處理案例分享。
部分案例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 case 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。 |
| 小組報告小組報告 group report |
30 | 小組口頭報告後於一週內繳交書面報告。 |
