第一声音|对话香港特区政府投资推广署家族办公室环球总裁方展光

Core Insights - 2021 marked a significant year for the development of family offices in Hong Kong, with the establishment of the FamilyOfficeHK team by the Hong Kong government to promote the city as a global family office hub [1] - The family office sector in Hong Kong is experiencing growth due to policy support, market opportunities, and industry resources, positioning it as a key player in global wealth management [1][7] Group 1: Family Office Definition and Function - Family offices are primarily focused on the concept of inheritance, encompassing the transmission of family wealth, values, and beliefs, with 85% of family offices linked to family businesses [1] - The distinction between family offices and family enterprises lies in their focus on wealth management and cultural transmission [1] Group 2: Hong Kong's Role in Wealth Management - Hong Kong serves as a crucial offshore financial center, facilitating Chinese enterprises' international expansion and enhancing their global influence [1][2] - The city offers a unique advantage in wealth management, being both an international financial center and a leading capital hub, which is difficult for other regions to replicate quickly [1][2] Group 3: Global Family Office Demand - Family offices in Hong Kong cater to diverse needs from various regions, including mainland China, Europe, and Southeast Asia, with each group having different levels of familiarity and requirements regarding family governance and wealth management [2][3] - Hong Kong's low tax regime and transparent legal framework attract established European family offices seeking favorable conditions for wealth management [2] Group 4: Promotion and Growth of Family Offices - In 2024, the Hong Kong government organized 260 promotional events, engaging over 1,000 family office managers, highlighting the city's proactive approach to attracting family offices [4][5] - The number of family offices in Hong Kong has rapidly increased, supported by various stakeholders, including banks and professional service providers [5] Group 5: Professional Support and Ecosystem - The Hong Kong government acts as a facilitator for family offices, providing a network of service providers, including 61 international institutions, to support their establishment and operation [5] - Family offices benefit from a robust ecosystem of professionals, including accountants and lawyers, who assist in setting up compliant frameworks for wealth management [5][6] Group 6: Competitive Advantages of Hong Kong - Hong Kong has become the leading hub for ultra-high-net-worth individuals in Asia, with a high density of professionals (267,000) dedicated to wealth management [6] - The city offers a stable and secure investment environment, ensuring investment freedom and transparency, which is crucial for long-term investors [6] Group 7: Future Policy Support - The Hong Kong government plans to further optimize tax policies for family offices to solidify its position as a top global wealth management center [7] - The evolving global wealth management landscape positions family offices as a focal point, with Hong Kong emerging as a new coordinate for global family offices [7]