“香港家办汇”发布《家族办公室指南》 助家族办公室在港设立及扩展

Core Insights - The article discusses the launch of the "Family Office Playbook," a comprehensive guide for family offices looking to establish or expand their operations in Hong Kong, highlighting the city's commitment to becoming a global hub for family offices [1][3]. Summary by Sections Overview of the Guide - The "Family Office Playbook" provides practical advice on various key areas such as regulatory environment, financial markets, and operational conditions for family offices [1][2]. Government and Institutional Support - The Hong Kong government, through the Financial Services and the Treasury Bureau, emphasizes its commitment to promoting the family office industry, marking the guide's release as a significant milestone [3]. - The Investment Promotion Agency highlights Hong Kong's strategic position as a hub connecting East and West, making it an ideal location for family offices [3]. Key Areas Covered in the Guide - Strategy Development: Steps and frameworks for establishing family offices, including governance, legal structures, and strategic planning [4]. - Regulatory Environment Navigation: Guidance on regulatory requirements related to wealth management and compliance standards in Hong Kong [4]. - Investment Management: Insights into investment opportunities, asset allocation strategies, and the diverse financial market in Hong Kong [4]. - Operational Efficiency: Best practices for daily operations, technology integration, and talent management [4]. - Legacy and Philanthropy: Recommendations for intergenerational wealth transfer, estate planning, and charitable activities relevant to Hong Kong [4]. Additional Activities - The article mentions a workshop organized by Bloomberg and the Hong Kong Wealth Legacy Institute aimed at enhancing communication skills for family office representatives, complementing the guide's content [8]. Future Initiatives - The "Hong Kong Family Office Hub" initiative, launched in collaboration with Bloomberg and the Hong Kong government, aims to build a family office ecosystem and support industry growth by providing tailored resources [9].