何謂超高淨值(UHNWIs) 及 高淨值(HNWIs) 個人

高净值客戶 (HNWI) 是指擁有大量資產或高收入的人。這個術語通常在金融服務行業中使用,描述净值至少為100萬美元的人。這些人通常有更複雜的財務需求,可能需要專門的投資建議和金融產品。

A high net worth individual (HNWI) is a person who has a significant amount of assets or a high income. The term is often used in the financial services industry to describe a person who has a net worth of at least $1 million, although the threshold can vary depending on the context. These individuals typically have more complex financial needs and may require specialized investment advice and financial products. Ultra high net worth individuals (UHNWIs) are those with a net worth of $30 million or more. These individuals often have complex financial needs and require specialized investment advice and financial products. They may also have a significant impact on the economy and may be major players in the business and finance world. The term “ultra high net worth” is also used in the context of wealth management and private banking, to refer to individuals with a net worth at or above a certain threshold, which can vary depending on the institution or context.

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家族辦公室:為家庭提供專業服務、解決問題、提供諮詢和支持,改善家庭健康與福祉

家族辦公室是一種專門為家庭提供服務的辦公室,它可以幫助家庭成員解決問題,提供諮詢和支持,並提供家庭資源和服務,以改善家庭的健康和福祉。

A family office is a private organization that provides comprehensive financial management services for a single wealthy family. These services may include managing investments, managing and preserving wealth, managing and paying bills, managing and coordinating philanthropy, providing tax and legal services, providing estate planning, and other services. The goal of a family office is to provide a specialized and integrated financial management system for the family to maintain and grow their wealth over multiple generations.