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家族辦公室：修订间差异

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[[File:Chart_of_family_office_services.jpg|缩略图|家庭办公室所提供的服務]]
[[File:Chart_of_family_office_services.jpg|缩略图|家庭办公室所提供的服務]]
'''家族办公室'''是指專門为富裕家族（此類家族一般其可用於[[投资]]的资产超过1亿美元）提供[[投资学|投资管理]]和[[财富管理]]的[[私人公司]]，富裕家族通過家族辦公室以实现财富的跨代增长。家族辦公室的理财资金來源為家族的自有資金 <ref>{{Cite web|title=EY Family Office Guide|url=https://www.ey.com/Publication/vwLUAssets/ey-family-office-guide/$FILE/1006031-family-office-guide-hr.pdf|year=2017|publisher=[[Ernst & Young]]}}</ref> <ref>{{Cite news|author=Frank|first=Robert|title=How to Bank Like a Billionaire|work=[[The Wall Street Journal]]|url=http://webreprints.djreprints.com/1005380530169.html|date=June 10, 2004}}</ref> <ref>{{Cite web|title=Family Offices|url=https://www.investopedia.com/terms/f/family-offices.asp|publisher=[[Investopedia]]}}</ref> <ref>{{Cite news|url=https://www.nytimes.com/2008/03/18/business/businessspecial3/18office.html|title=The Family Office, Granting Every Wish|first=Fran|author=Hawthorne|work=[[The New York Times]]|date=March 18, 2008}}</ref> <ref>{{Cite news|url=https://www.nytimes.com/2011/09/07/business/global/setting-up-an-office-to-manage-a-wealthy-familys-affairs.html|title=Setting Up an Office to Manage a Wealthy Family's Affairs|first=SONIA|author=KOLESNIKOV-JESSOP|work=[[The New York Times]]|date=September 6, 2011}}</ref> <ref name="newforce">{{Cite news|url=https://www.wsj.com/articles/the-new-force-on-wall-street-family-offices-1488991396|title=New Force on Wall Street: The 'Family Office'|first=Anupreeta|author=Das|first2=Juliet|author2=Chung|work=[[The Wall Street Journal]]|date=March 10, 2017}}</ref> <ref>{{Cite web|title=Defining 'Family Office'|url=https://familyofficecouncil.com/the-family-office/|date=September 15, 2013|work=Familyofficecouncil.com}}</ref> <ref>{{Cite news|url=https://www.wsj.com/articles/SB10001424127887323551004578441002331568618|title=Financial Advice, Served Rare|first=Julie|author=Steinberg|first2=Kelly|author2=Greene|work=[[The Wall Street Journal]]|date=May 17, 2013}}</ref> <ref>{{Cite news|url=https://www.bizjournals.com/boston/stories/2007/06/11/story1.html|author=Douglas|first=Craig M.|first2=Todd|author2=Wollack|title=Case highlights family office risk|work=[[American City Business Journals]]|date=June 8, 2007}}</ref>。
'''家族办公室'''是指專門为富裕家族（此類家族一般其可用於[[投资]]的资产超过1亿美元）提供[[投资学|投资管理]]和[[财富管理]]的[[私人公司]]，家族办公室的目的是幫助富裕家族实现财富的跨代增长。家族辦公室的理财资金來源為家族的自有資金<ref>{{Cite web|title=EY Family Office Guide|url=https://www.ey.com/Publication/vwLUAssets/ey-family-office-guide/$FILE/1006031-family-office-guide-hr.pdf|year=2017|publisher=[[Ernst & Young]]|access-date=2021-03-30|archive-date=2019-12-17|archive-url=https://web.archive.org/web/20191217023000/https://www.ey.com/Publication/vwLUAssets/ey-family-office-guide/%24FILE/1006031-family-office-guide-hr.pdf|dead-url=no}}</ref><ref>{{Cite news|author=Frank|first=Robert|title=How to Bank Like a Billionaire|work=[[The Wall Street Journal]]|url=http://webreprints.djreprints.com/1005380530169.html|date=June 10, 2004|accessdate=2021-03-30|archive-date=2017-03-04|archive-url=https://web.archive.org/web/20170304164556/http://webreprints.djreprints.com/1005380530169.html|dead-url=no}}</ref><ref>{{Cite web|title=Family Offices|url=https://www.investopedia.com/terms/f/family-offices.asp|publisher=[[Investopedia]]|access-date=2021-03-30|archive-date=2021-05-11|archive-url=https://web.archive.org/web/20210511001845/https://www.investopedia.com/terms/f/family-offices.asp|dead-url=no}}</ref><ref>{{Cite news|url=https://www.nytimes.com/2008/03/18/business/businessspecial3/18office.html|title=The Family Office, Granting Every Wish|first=Fran|author=Hawthorne|work=[[The New York Times]]|date=March 18, 2008|accessdate=2021-03-30|archive-date=2020-12-12|archive-url=https://web.archive.org/web/20201212225211/https://www.nytimes.com/2008/03/18/business/businessspecial3/18office.html|dead-url=no}}</ref><ref>{{Cite news|url=https://www.nytimes.com/2011/09/07/business/global/setting-up-an-office-to-manage-a-wealthy-familys-affairs.html|title=Setting Up an Office to Manage a Wealthy Family's Affairs|first=SONIA|author=KOLESNIKOV-JESSOP|work=[[The New York Times]]|date=September 6, 2011|accessdate=2021-03-30|archive-date=2020-12-12|archive-url=https://web.archive.org/web/20201212225217/https://www.nytimes.com/2011/09/07/business/global/setting-up-an-office-to-manage-a-wealthy-familys-affairs.html|dead-url=no}}</ref><ref name="newforce">{{Cite news|url=https://www.wsj.com/articles/the-new-force-on-wall-street-family-offices-1488991396|title=New Force on Wall Street: The 'Family Office'|first=Anupreeta|author=Das|first2=Juliet|author2=Chung|work=[[The Wall Street Journal]]|date=March 10, 2017|accessdate=2021-03-30|archive-date=2020-12-12|archive-url=https://web.archive.org/web/20201212225248/https://www.wsj.com/articles/the-new-force-on-wall-street-family-offices-1488991396|dead-url=no}}</ref><ref>{{Cite web|title=Defining 'Family Office'|url=https://familyofficecouncil.com/the-family-office/|date=September 15, 2013|work=Familyofficecouncil.com}}{{Dead link}}</ref><ref>{{Cite news|url=https://www.wsj.com/articles/SB10001424127887323551004578441002331568618|title=Financial Advice, Served Rare|first=Julie|author=Steinberg|first2=Kelly|author2=Greene|work=[[The Wall Street Journal]]|date=May 17, 2013|accessdate=2021-03-30|archive-date=2021-05-26|archive-url=https://web.archive.org/web/20210526170719/https://www.wsj.com/articles/SB10001424127887323551004578441002331568618|dead-url=no}}</ref><ref>{{Cite news|url=https://www.bizjournals.com/boston/stories/2007/06/11/story1.html|author=Douglas|first=Craig M.|first2=Todd|author2=Wollack|title=Case highlights family office risk|work=[[American City Business Journals]]|date=June 8, 2007|accessdate=2021-03-30|archive-date=2009-10-29|archive-url=https://web.archive.org/web/20091029042245/http://boston.bizjournals.com/boston/stories/2007/06/11/story1.html|dead-url=no}}</ref>。

<nowiki>
== 簡介 ==
19世紀末，美國的石油大亨洛克斐勒家族首次開創了家族辦公室，此後一直到20世紀的80年代開始，家族辦公室愈來愈受歡迎，

根據Mordor Intelligence的研究，截至2019年第二個季度，全球的家族辦公室數量達到7,300個，較2018年同期成長了38%。

在地區分佈上，家族辦公室的分佈以北美為最大宗，佔42%，其次為歐洲31.5%、亞洲17.8%。<ref>{{Cite web|title=家族辦公室是什麼？全球前十大家族辦公室介紹|url=https://rich01.com/what-is-family-office/|access-date=2023-04-25|archive-date=2023-04-29|archive-url=https://web.archive.org/web/20230429185410/https://rich01.com/what-is-family-office/|dead-url=no}}</ref>

== 服務範圍 ==
家族辦公室主要有十個服務範圍。

1.     風險管理

2.     稅務規劃

3.     房產規劃

4.     顧問服務

5.     遺產規劃

6.     財富教育

7.     資產投資

8.     生活管理

9.     慈善規劃

10.  現金管理


==参考文献==
{{reflist}}

[[Category:節稅]]
[[Category:節稅]]
[[Category:持家行為與家庭經濟學]]
[[Category:持家行為與家庭經濟學]]
[[Category:投资管理]]</nowiki>
[[Category:投资管理]]

2024年6月15日 (六) 10:18的最新版本

家庭办公室所提供的服務

家族办公室是指專門为富裕家族（此類家族一般其可用於投资的资产超过1亿美元）提供投资管理和财富管理的私人公司，家族办公室的目的是幫助富裕家族实现财富的跨代增长。家族辦公室的理财资金來源為家族的自有資金[1][2][3][4][5][6][7][8][9]。

簡介

[编辑]

19世紀末，美國的石油大亨洛克斐勒家族首次開創了家族辦公室，此後一直到20世紀的80年代開始，家族辦公室愈來愈受歡迎，

根據Mordor Intelligence的研究，截至2019年第二個季度，全球的家族辦公室數量達到7,300個，較2018年同期成長了38%。

在地區分佈上，家族辦公室的分佈以北美為最大宗，佔42%，其次為歐洲31.5%、亞洲17.8%。[10]

服務範圍

[编辑]

家族辦公室主要有十個服務範圍。

1.     風險管理

2.     稅務規劃

3.     房產規劃

4.     顧問服務

5.     遺產規劃

6.     財富教育

7.     資產投資

8.     生活管理

9.     慈善規劃

10.  現金管理


参考文献

[编辑]
  1. ^ EY Family Office Guide (PDF). Ernst & Young. 2017 [2021-03-30]. （原始内容存档 (PDF)于2019-12-17）. 
  2. ^ Frank, Robert. How to Bank Like a Billionaire. The Wall Street Journal. June 10, 2004 [2021-03-30]. （原始内容存档于2017-03-04）. 
  3. ^ Family Offices. Investopedia. [2021-03-30]. （原始内容存档于2021-05-11）. 
  4. ^ Hawthorne, Fran. The Family Office, Granting Every Wish. The New York Times. March 18, 2008 [2021-03-30]. （原始内容存档于2020-12-12）. 
  5. ^ KOLESNIKOV-JESSOP, SONIA. Setting Up an Office to Manage a Wealthy Family's Affairs. The New York Times. September 6, 2011 [2021-03-30]. （原始内容存档于2020-12-12）. 
  6. ^ Das, Anupreeta; Chung, Juliet. New Force on Wall Street: The 'Family Office'. The Wall Street Journal. March 10, 2017 [2021-03-30]. （原始内容存档于2020-12-12）. 
  7. ^ Defining 'Family Office'. Familyofficecouncil.com. September 15, 2013. [失效連結]
  8. ^ Steinberg, Julie; Greene, Kelly. Financial Advice, Served Rare. The Wall Street Journal. May 17, 2013 [2021-03-30]. （原始内容存档于2021-05-26）. 
  9. ^ Douglas, Craig M.; Wollack, Todd. Case highlights family office risk. American City Business Journals. June 8, 2007 [2021-03-30]. （原始内容存档于2009-10-29）. 
  10. ^ 家族辦公室是什麼？全球前十大家族辦公室介紹. [2023-04-25]. （原始内容存档于2023-04-29）. 
检索自“https://zh.wikipedia.org/w/index.php?title=家族辦公室&oldid=83049604”