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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.

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理財小知識

世界上第一間家族辦公室是?

世界上第一個家族辦公室的起源可以追溯到19世紀。第一個已知的家族辦公室是由約翰·雅各·阿斯特創立的,他是19世紀美國最富有的人之一。他創立了一個家族辦公室來管理他的巨額財富,主要來自房地產、毛皮貿易和其他商業投資。阿斯特家族辦公室負責管理他的投資、付帳單、提供稅務和法律服務。

The origins of the first family office can be traced back to the 19th century. The first known family office was established by John Jacob Astor, who was one of the wealthiest men in America during the 1800s. He created a family office to manage his vast fortune, which was primarily derived from real estate, fur trading, and other business ventures. The Astor family office was responsible for managing his investments, paying bills, and providing tax and legal services.

However, it is also important to note that many wealthy families in the past would have had their own version of a family office, even if it wasn’t called that or had the same structure as a modern family office. The concept of a dedicated organization to manage the wealth and assets of a wealthy family has been around for centuries, and each family’s version would have been unique to their needs and circumstances.