了解家族辦公室的功能

家族辦公室是一種為單一富裕家庭提供服務的私人財富管理公司。家族辦公室的職能可以包括管理投資、管理和保存財富、管理和支付帳單、管理和協調慈善事業、提供稅務和法律服務、提供遺產規劃、提供其他行政和私人助理服務。此外,家族辦公室還可以提供專門的服務,如藝術顧問、航空管理和房地產管理。家族辦公室的目標是為家族提供全面且一體化的財務管理,使家族的財富可以維持和增長多個世代。

The functions of a family office can include managing investments, managing and preserving wealth, managing and paying bills, managing and coordinating philanthropy, providing tax and legal services, providing estate planning, and providing other administrative and concierge services. Additionally, family offices may provide specialized services such as art advisory, aviation management, and real estate management. The goal of a family office is to provide comprehensive and integrated financial management for the family, so that the family’s wealth can be preserved and grown for multiple generations.

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理財小知識

什麼是資產管理

資產管理是管理和監督各種類型資產的過程,如股票、債券、房地產和其他投資。其中包括關於買賣資產的決策、監測其績效、採取措施以最大化回報並最小化風險。資產管理通常由專業人員進行,如投資經理或理財顧問,他們利用專業知識和經驗來做出明智的決策,以管理資產為客戶帶來好處。資產管理可以為個人、公司或機構投資者如退休基金、捐贈基金和主权財富基金進行。

Asset management is the process of managing and overseeing various types of assets, such as stocks, bonds, real estate, and other investments. This can include making decisions about buying and selling assets, monitoring their performance, and taking steps to maximize returns and minimize risks. Asset management is typically done by professionals, such as investment managers or financial advisers, who use their expertise and knowledge to make informed decisions about how to manage assets for the benefit of their clients. Asset management can be done for individuals, companies, or institutional investors such as pension funds, endowments, and sovereign wealth funds.