1.理解家族資產管理與傳承的基本架構與關鍵挑戰
2.掌握資產保護、稅務節流、財富傳承的主要工具與方法
3.了解家族治理機制的重要性及制定原則
4.學會設計符合自身家族需求的資產傳承方案
5.強化二代作為「資產守護者與創新者」的思維與能力
1. Understand the basic structure and key challenges of family asset management and inheritance
2. Master the main tools and methods of asset protection, tax flow, and wealth inheritance
3. Understand the importance of family governance mechanism and the principles of formulating
4. The association designs an asset inheritance plan that meets its own family needs
5. Strengthen the thinking and ability of the second generation as "asset guardians and innovators"
1.黃肇祥（2017）。《家族企業傳承與治理》。商周出版社。
2.施振榮（2021）。《家業長青：永續傳承的策略》。天下雜誌出版。
3.Baker, R., & Duvall, B. (2020). Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators. Wiley.
4.課堂講義與教師提供之實務案例資料。
5.《理財翻轉學院,家族辦公室古往今來》 2019/7/12出版
6.張東蘭(2016) 。《家族憲法-保護與延續家族與企業契約》。北京電子工業出版社
7.《2020台灣家族企業傳承白皮書》。資誠聯合會計師事務所
8.邱正弘(2008) 。《保險私房學》。稚軒出版社
9.劉凱平(2021) 。《多少才夠?》。天下雜誌
1. Huang Zhaoxiang (2017). "Family Business Inheritance and Governance". Shang and Zhou Publishing House.
2. Shi Zhenrong (2021). "Family Growing Young People: Strategies for Continuous Inheritance". Published by the World Magazine.
3.Baker, R., & Duvall, B. (2020). Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators. Wiley.
4. Class lectures and practical case information provided by teachers.
5. "Financial Translation College, Family Office Through the Past" Published on July 12, 2019
6. Zhang Donglan (2016). "Family Conflict Law-Protecting and Prolonging Family and Enterprise Contract". Beijing Electronic Industry Press
7. "2020 Taiwan Family Business Inheritance White Paper". Integrity Joint Office
8. Qiu Zhenghong (2008). "Private Insurance School". Zhihua Publishing House
9. Liu Kaiping (2021). "How many are you?" The world's mystery
| 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 |
100 |
