Group 1 - The 2025 Bay Area Wealth Conference was held in Shenzhen, focusing on global asset allocation, cross-border wealth management, and wealth management and inheritance [1] - Discussions highlighted the changing investment behaviors of high-net-worth clients, with insights from family office founders and trust business leaders [1] - The need for systematic and institutionalized approaches to family wealth succession was emphasized, particularly in the context of generational differences between the first and second generations of business leaders [1][2] Group 2 - The first generation tends to be conservative and seeks stability, while the second generation, influenced by web 3.0, is more innovative and exposed to diverse information sources [2] - Family wealth succession is described as a long-term, systematic process that requires careful planning and consideration of the next generation's capabilities and institutional frameworks [2] - The importance of providing the next generation with opportunities for error and growth, rather than a one-time training approach, was highlighted as essential for successful succession [2]
香港家族办公室协会郭兴业:企一代要给企二代更多容错空间
2 1 Shi Ji Jing Ji Bao Dao·2025-11-21 08:59