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.

更多文章

理財小知識

財務策劃:為客戶管理財務和資產,達致長遠財務目標的專業服務

財務策劃是一種專門為個人或企業提供的金融服務,旨在幫助客戶管理財務和資產,以達到長遠的財務目標。它包括評估客戶的財務狀況,制定財務策略,建立財務計劃,管理資產,提供投資建議,以及提供財務建議。認可財務策劃師有建議理財策劃的6個步驟。• 確立客戶和策劃師之間的關係 • 收集客戶資料和釐定其目標與期望 • 分析與評估客戶資料以決定其財務狀況 • 制定並陳述理財計劃 • 推行理財計劃 • 監控理財計劃

Financial planning is the process of creating a strategy to manage your financial resources in order to achieve your financial goals. It involves analyzing your current financial situation, setting financial goals, and developing a plan to achieve those goals. 6 steps of financial planning according to CFP board. . Establishing client-planner relationships • Gathering client data and determining goals and expectations • Determining the client’s financial status by analyzing and evaluating client’s information • Developing and presenting the financial plan • Implementing the financial plan • Monitoring the financial plan