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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理財小知識

投資管理:為投資者獲取最大回報、降低風險的有效管理

投資管理是指對投資者的資金進行有效管理,以獲得最大的投資回報。它包括對投資者的資金進行分配、對投資組合進行調整、對投資組合的收益進行監控和對投資組合的風險進行控制等。投資管理的目的是為投資者提供最大的投資回報,同時降低投資風險。

Investment strategy is a plan of action designed to achieve a desired investment goal. It involves analyzing the market, setting a goal, and deciding which investments to make in order to reach that goal.