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

稅務規劃:有效管理稅務負擔,最大限度減少稅務負擔

稅務規劃是一種專業服務,旨在幫助客戶有效地管理其稅務負擔,以最大限度地減少稅務負擔。它包括分析客戶的稅務狀況,並提出合理的稅務規劃建議,以減少客戶的稅務負擔。

Tax planning is the analysis of a financial situation or plan from a tax perspective. It involves using tax laws and other regulations to reduce the amount of tax one pays. It can involve arranging one’s financial affairs to minimize the amount of tax liability.