Wealth management (inheritance, business succession, asset management, etc.)

PwC Legal Japan’s legal and tax experts provide comprehensive, strategic, and global wealth management advice and support in relation to asset management, inheritance, business succession and more.

PwC Legal Japan provides targeted wealth management advice related to matters such as inheritance (including cross-border inheritance), business succession, asset management, and utilisation of trusts from multiple perspectives such as legal and tax.

In recent years, with revisions to and developments in legal and tax systems and the increase in the global mobility of people and property, the variety of options available to individuals and companies (especially entrepreneurs, founders, asset owners and their relatives) for the succession of property, asset management and transfer of business have expanded greatly.

PwC Legal Japan’s professionals leverage our extensive experience with legal and tax affairs to provide thorough, strategic and international services to enable our clients to make optimal choices according to their needs, and support the implementation of those choices in collaboration with PwC Tax Japan and other PwC member firms inside and outside Japan. Specifically, we provide professional advice and support related to the following matters.

Our services

Our services

Past examples

Support for the succession of founders’ shares

Support for the succession of founders’ shares

We examine the methods to be used to pass on the shares held by the families of founders of listed companies to the next generation (including methods that utilise general incorporated associations and civil trusts) and provide support for executing the succession.

Support for the bequeathment of assets

Support for the bequeathment of assets, the writing of wills and the underwriting of executors

We provide advance inheritance support to clients including company founders, including preparations for the bequeathment of assets to public interest foundations, preparation of notarised wills, and the underwriting of will executors. We provide advice on these issues not only from a legal aspect but also from a comprehensive perspective that includes tax aspects, in cooperation with PwC Tax Japan. We also have experience with cross-border inheritance cases, such as cases where the client owns property overseas or has non-residents as heirs.

Support for the use of trusts as a means of estate planning

Support for the use of trusts as a means of estate planning

We provide support for the setting up of trusts as a means of inheritance. This includes support for non-resident individuals, through collaboration with the PwC global network, as well as support from a tax perspective.

Our team

Michito Kitamura

Michito Kitamura
Partner, PwC Legal Japan

Kozo Kuromatsu
Director, PwC Legal Japan

Hiroki Yamada

Hiroki Yamada
Partner, PwC Legal Japan

Kotaro Okamoto

Makoto Hibi
Director, PwC Legal Japan