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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]],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>。

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==参考文献==
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[[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]]

2021年3月30日 (二) 15:37的版本

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)提供投资管理财富管理私人公司,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[1][2][3][4][5][6][7][8][9]

参考文献

  1. ^ EY Family Office Guide (PDF). Ernst & Young. 2017. 
  2. ^ Frank, Robert. How to Bank Like a Billionaire. The Wall Street Journal. June 10, 2004. 
  3. ^ Family Offices. Investopedia. 
  4. ^ Hawthorne, Fran. The Family Office, Granting Every Wish. The New York Times. March 18, 2008. 
  5. ^ KOLESNIKOV-JESSOP, SONIA. Setting Up an Office to Manage a Wealthy Family's Affairs. The New York Times. September 6, 2011. 
  6. ^ Das, Anupreeta; Chung, Juliet. New Force on Wall Street: The 'Family Office'. The Wall Street Journal. March 10, 2017. 
  7. ^ Defining 'Family Office'. Familyofficecouncil.com. September 15, 2013. 
  8. ^ Steinberg, Julie; Greene, Kelly. Financial Advice, Served Rare. The Wall Street Journal. May 17, 2013. 
  9. ^ Douglas, Craig M.; Wollack, Todd. Case highlights family office risk. American City Business Journals. June 8, 2007.