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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遺產規劃是指在一個人去世後,對其財產的分配和管理的規劃。它可以確保遺產的有效分配,並確保遺產的有效管理,以確保它的最大利益。遺產規劃可以涉及稅收、保險、投資、信託和其他財務等方面,以確保遺產的有效運用。

Estate planning is the process of anticipating and arranging for the management and disposal of an individual’s estate during their life and at and after their death. It involves the preparation of wills, trusts, and other legal documents to ensure that an individual’s wishes are respected and their assets are distributed according to their wishes.