探索家族辦公室架構

家族辦公室架構是一種組織架構,它將家族企業的管理和運營活動分為不同的部門,以便更有效地管理和運營家族企業。它的特點是將家族企業的管理和運營活動分為不同的部門,以便更有效地管理和運營家族企業。它的目的是提高家族企業的效率和績效,並確保家族企業的長期發展。家族辦公室架構通常包括家族成員、家族辦公室管理員、家族財務顧問和其他專家,例如律師和会計師。這些人員的目的是為家族提供財務、法律和策略建議,幫助家族經營其財產和運作。這種架構還可能包括家族治理委員會或家族理事會,負責監督和協調家族成員之間的關係。

A family office structure typically includes family members, a family office manager, a family financial advisor, and other specialists such as lawyers and accountants. The purpose of these individuals is to provide financial, legal, and strategic advice to the family, and assist the family in managing its assets and operations. This structure may also include a family governance committee or family council responsible for overseeing and coordinating relationships among family members.

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理財小知識

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.