普益家办林木彬：南沙可借“金融30条”破家族信托资产置入难题

Core Viewpoint - The introduction of the "Nansha Financial 30 Measures" marks a significant policy shift in China, emphasizing the inclusion of family offices and diversified investment institutions, which is seen as a major benefit for the family office and family asset management sectors [1][2] Group 1: Family Office Industry Development - The family office industry in China is experiencing rapid growth, with over 3,700 existing enterprises related to family offices, and an annual increase of over 400 new entities from 2021 to 2024 [1] - The demand for wealth protection and inheritance is surging, with an estimated 19 trillion yuan, 51 trillion yuan, and 98 trillion yuan expected to be passed down to the next generation over the next 10, 20, and 30 years respectively [1] - The family office sector is still in its early chaotic development stage, with many practitioners lacking a clear understanding of the "buy-side" advisory role, often focusing on selling financial products instead [3][4] Group 2: Challenges and Opportunities - The average wealth transfer duration for Chinese families is only 30 to 50 years, compared to over 100 years for many Western families, highlighting the urgent need for effective wealth management solutions [5] - The family office industry faces challenges in transitioning from a sales-driven model to a service-oriented approach, requiring significant changes in both mindset and operational practices [6] - The "Nansha Financial 30 Measures" are expected to create a favorable environment for the family office industry, encouraging innovation and the establishment of industry standards [7][8] Group 3: Policy Innovations and Recommendations - The Nansha region is positioned as a testing ground for innovative policies, with suggestions for establishing regulatory frameworks, talent cultivation bases, and long-term capital investments to support the family office sector [7][8][9] - Proposed measures include tax incentives, government subsidies, and the establishment of a family office talent training base to attract more family office enterprises to Nansha [8][9] - The establishment of a cross-border asset management center in Nansha is anticipated to enhance global asset allocation efficiency and attract international capital [10]