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May 18, 2023

KPMG Private Enterprise’s Global Family Business Tax Monitor 2023 compares the vastly different tax implications of transferring the family business through gifting during the owners’ lifetime (including on retirement) and through inheritance across 57 countries, territories and jurisdictions worldwide.

For many family businesses, sustaining prosperity for the long run depends on how well they plan transfers of business assets and family wealth from one generation to the next.Beyond the emotional concerns, these transfers entail, tax, legal and a host of other issues come into play. Today, these issues are multiplying as the pandemic lingers, geopolitical tensions run high, recession looms and technology opens opportunities for new business models and ways of doing business.
 

June 27, 2011

Business models in the world of family offices are as varied as the families that run them. But Paul Golden says pressures on many family offices will lead to greater conformity in the years ahead.

Business models in the world of family offices are as varied as the families that run them. But Paul Golden says pressures on many family offices will lead to greater conformity in the years ahead.

John D Rockefeller, who, according to most estimates, was the richest man ever to have lived, once said if you want to succeed you should strike out on new paths, rather than travel the worn paths of accepted success.

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