新加坡 | 揭秘家族办公室:财富传承的神秘秘密!

今天让我们一起揭开家族办公室的神秘面纱,看看它是如何助力家族实现财富传承的!💫🔍

家族办公室的历史由来

家族办公室的历史可以追溯到6世纪,当时国王的管家负责管理皇家财富。随后,贵族开始参与管理,管理的概念逐渐形成,并延续至今。19世纪,摩根家族和洛克菲勒家族先后创立了家族办公室,开启了现代家族办公室的发展之路。家族办公室包括各种形式的组织和服务,致力于管理私人大宗财富。

家族办公室的基本服务

家族办公室可以是汇聚家族财富的公司,也可以是家族拥有决策权的私人银行EAM部门,为客户提供金融服务。许多家族办公室最初只为单一家族服务,但随后为了分担经营成本,开始为其他家族提供服务,形成了联盟家族办公室。

家族办公室的个性化服务

单一家族办公室为家族提供个性化的服务,管理的家族财富通常至少为一亿美元。但实际上,家族办公室管理的家族财富并没有明确的下限,而是根据回报期望值和目标来确定。因此,家族办公室的成本和目标回报值必须通过合适的资产配置和结构来实现。

家族办公室可带来的效益

随着越来越多的家族认识到创建家族办公室的好处,家族办公室成为当今世界增长最快的投资工具之一。全球目前至少有3000个单一家族办公室,其中至少一半是近15年来建立的。随着财富集中度的增加和全球化的推进,家族办公室的前景将越来越广阔。未来几年,家族办公室在新兴市场将迎来强劲增长,因为这些经济体拥有大量家族企业,但家族办公室的建立还相对较少。

 

任何家族办公室 Family Office 的核心都是投资管理。不过,一个发展完善的家族办公室还可提供许多其它的服务,范围从培训教育到确保在家族治理中贯彻最佳做法。具体和大家分享家族办公室涉及到的业务。

1、财富管理:新加坡家族办公室以其专业的财富管理服务闻名,从投资组合的构建到风险管理的策略,为家族提供个性化的财务规划,确保财富的持续增值。

2、家族治理:家族办公室在家族治理方面发挥着重要作用,帮助家族制定治理架构和决策机制,促进家族成员之间的沟通和协调,确保家族事务的顺利运作。

3、税务优化:在复杂的税务环境下,新加坡家族办公室为家族提供专业的税务规划和优化服务,帮助家族最大程度地减少税务负担,合法合规地实现财务目标。

4、慈善事业:许多新加坡家族办公室积极参与慈善事业,通过设立基金会或捐赠计划,回馈社会,传承家族价值观,为社会繁荣和进步贡献力量。

新加坡家族办公室不仅是财富管理的平台,更是家族智慧和传统的传承者。不仅仅是投资管理的平台,更是家族成员实现财务目标、保障财富安全的综合性服务中心。让我们一起探索家族办公室的神奇之处,助力家族实现财富传承的梦想!🌟💼

如果你需要更多详细信息,请随时联系我哦。

#海外投资 #美股 #新加坡 #投资 #退休计划 #新加坡保险 #财富增值 #财富传承 #资产配置

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Jolysse邬宇思

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Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

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JolysseWu 邬宇思

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Hi, I’m Jolysse. Thank you for visiting my website and I’m looking forward to getting to know you personally.

I’m an independent financial consult and strive towards helping my clients and their families to accumulate wealth and helping them grow their investment portfolios.

您好。我是宇思,您也可以叫我Jolysse。

我是一名具有8年财富管理经验的独立理财顾问,金融学&管理学双学士,先后服务过近千个私募客户,个人美股及衍生品投资最高年化收益率达366%。在信息爆炸的时代,为您用中立、专业、挑剔的眼光去选择最合适您的理财方案!

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根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.

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  • 我已阅读并理解鑫盟理财私人有限公司的个人数据保护政策,并同意鑫盟理财私人有限公司根据个人数据保护政策所阐述的用途使用我的个人资料。
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  • 鑫盟理财私人有限公司的代表或员工并未直接与我联系或提出要约或招揽购买我原居住国境内所不提供的任何金融产品.
  • Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
  • 鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照,并许可在新加坡共和国境内依据财务顾问法(第110章)和证券与期货交易法(第289章)进行财务咨询等相关业务
  • Any services provided by FAPL to persons not ordinarily resident in Singapore are provided solely on an offshore basis from Singapore, resulting from direct enquiry on the part of the foreign residents.
  • 鑫盟理财为非新加坡居民所提供的任何服务仅限于直接向鑫盟理财发出咨询请求的国外居民。
  • As an integral part of the provision of such services, FAPL may from time to time make available to such residents, documents and information making reference to capital markets products (for example, in connection with the provision of fund management or investment advisory services outside of the foreign jurisdiction).
  • 作为提供此类服务的一部分,鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息(例如,关于海外司法管辖区以外的资金管理或投资咨询服务等信息)。
  • Such documents and information are provided by Financial Alliance Pte Ltd (“FAPL”) is for general information only and is not intended for anyone other than the recipient.
  • 此类由鑫盟理财所提供的文件和信息仅供收件人做一般信息参考。
  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
  • 此类文件和信息不会把-个人投资目标,财务状况或其特定需求等考虑在内。
  • It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
  • 鑫盟理财向该人士提供此类文件和信息将不构成要约或招揽购买或出售或认购任何此类资本市场产品,或达成交易或参与任何特定的投资策略,也不构成有关此类金融产品的建议或推荐。
  • These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
  • 未经鑫盟理财的事先书面同意,不得将这些文件全文或部分发布,传播,复制或分发给其他人。
  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
  • 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
  • 在与鑫盟理财进行讨论或签订合约时,您应确保您已完全遵守并将继续遵守您所在原居住国的所有适用法律及条规。

In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.

根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策