《家族办公室指南》今发布 许正宇：目标再吸引220个家办来港

Core Insights - The "Family Office Guide" has been jointly released by Bloomberg, the Hong Kong Financial Services and the Treasury Bureau, and the Invest Hong Kong agency to provide comprehensive guidance for family offices looking to establish or expand operations in Hong Kong [1][2] - The Hong Kong Financial Secretary, Paul Chan, announced that over 200 family offices have been assisted in setting up or expanding their operations in Hong Kong, achieving the target set in the 2022 Policy Address ahead of schedule [1][2] - A new target has been set to attract an additional 220 family offices to Hong Kong between 2026 and 2028, further solidifying Hong Kong's position as a global asset and wealth management hub [1] Summary by Categories Regulatory Environment - The guide offers practical advice on navigating the regulatory environment for family offices, ensuring compliance and understanding local laws [1][2] Investment Management - It includes insights on investment management strategies tailored for family offices, emphasizing the importance of effective asset allocation and risk management [1][2] Operational Efficiency - The guide provides recommendations on improving operational efficiency within family offices, which is crucial for maximizing returns and minimizing costs [1][2] Succession and Philanthropy - It addresses succession planning and philanthropic efforts, highlighting the significance of legacy and social responsibility in family office operations [1][2] Market Positioning - Hong Kong is positioned as a strategic hub connecting East and West, attracting global family offices due to its international talent pool and deep understanding of the Chinese market [1][2] Ecosystem Development - The "Hong Kong Family Office Exchange" has become a powerful engine for developing the family office ecosystem in Hong Kong, with over 4,000 visits recorded on its digital knowledge center [2] - The Hong Kong Wealth Legacy Academy has hosted over 20 capacity-building events, engaging more than 3,100 family asset owners and next-generation leaders [2]