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论文编号：	11415
作者编号：	2320170709
上传时间：	2019/12/14 22:48:51
中文题目：	家族信托在民营企业家财富传承中的应用研究
英文题目：	Application Research of Family Trust in the Inheritance of Private Entrepreneurs'' Wealth
指导老师：	张金成
中文关键字：	民营企业家;财富传承;家族信托;信托准备;信托机构选择;信托实施
英文关键字：	Private entrepreneur;Wealth inheritance;Family trust;Trust preparation;Trust selection ;Trust implementation
中文摘要：	改革开放40年来，中国民营企业家的财富快速积累，民营企业家的数量已经远远超过了300万。创一代企业家们大部分已经到了60岁左右的年纪，正面临着财富传承的问题。在财富传承的过程中，遇到了家企资产不分、找不到合适的接班人、子女的婚姻风险、品质养老、税务筹划等一系列的问题，95%以上的民营企业家摆脱不了富不过三代的宿命。 家族信托作为国外一种非常成熟、先进的财富管理、保护和传承的理论与实践工具，是有效的解决这些问题的重要工具之一。自2013年开始，家族信托逐渐被中国的民营企业家重视并应用开来。但在应用初期，由于缺乏对此理论和工具的了解和把握，既存在认识误区，也存在有效操作经验。因此，探讨家族信托在我国民营企业家财富传承中的应用的理论和实践，既有重要的现实意义，也有一定的理论探索价值。 本文在阐明研究背景、意义并对家族信托在国内外发展现状和趋势进行分析的基础上，借助和应用信托、家族信托、企业传承和投资模式等相关理论，重点从民营企业家应用家族信托进行财富传承的基础准备、信托机构选择和实施步骤三个方面开展了研究。提出了应用家族信托进行财富传承的三项基础准备、国内外信托机构选择的基本原则和四个评价维度；研究提出了应用家族信托进行财富传承的阶段化、实施步骤和阶段目标的设定。最后，以G企业为例，具体分析了其财富传承问题、应用家族信托的准备、信托机构选择和信托实施步骤。
英文摘要：	In the past 40 years of reform and opening up, the wealth of Chinese private entrepreneurs has accumulated rapidly, and the number of private entrepreneurs has exceeded 3 million. Most of the entrepreneurs of the first generation have reached the age of 60, and are facing the problem of wealth inheritance. In the process of inheriting wealth, there are a series of problems such as the inseparability of assets of family enterprises, the inability to find suitable successors, the marriage risks of children, quality pension, tax planning, etc. More than 95% of private entrepreneurs can’t get rid of the rich. Three generations of fate. As a very mature and advanced theoretical and practical tool for wealth management, protection and inheritance, family trust is one of the important tools to effectively solve these problems. Since 2013, family trusts have gradually been valued and applied by Chinese private entrepreneurs. However, in the early stage of application, due to the lack of understanding and grasp of this theory and tools, there are both misunderstandings and effective operational experience. Therefore, exploring the theory and practice of the application of family trusts in the inheritance of private entrepreneurs in China has both important practical significance and certain theoretical exploration value. Based on the clarification of the research background and significance and the analysis of the family trust's development status and trends at home and abroad, this paper focuses on the application of family trusts in the private enterprise family by applying related theories such as trust, family trust, enterprise inheritance and investment model. Research has been carried out in three aspects: basic preparation of wealth inheritance, choice of trust institutions and implementation steps. This paper puts forward three basic preparations for the inheritance of wealth in the application of family trust, the basic principles of choice of trust institutions at home and abroad, and four evaluation dimensions. The research proposes the stage of the application of family trusts, the implementation steps and the setting of stage objectives. . Finally, taking the G enterprise family as an example, it analyzes its wealth inheritance problem, the application of family trust, the choice of trust institutions and the implementation steps of trust.
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