家族财富传承

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调研585位家办人才,看看家办CEO们都挣多少钱?
3 6 Ke· 2025-10-11 09:23
家办已从服务于单个家族需求的小型私密机构,发展成为拥有众多全球顶尖专业人士的成熟组织。 每个家办的独特性和个性化特征使得获取基准薪酬数据变得颇具挑战性。家办需要具备独特的技能组合,这与其他工作环境截然不同,而且家办所寻求的 许多专业人士都拥有专业服务和投资银行等高度标准化的行业背景。这些专业人士习惯于一致且熟悉的薪酬结构。 近日,海外研究机构发布了《全球家办薪酬基准报告》,提供了对家办人员构成和薪酬结构的定量和定性洞察。据悉,来自家办的585名专业人士(涵盖 从私人助理到负责人等职位)参与了本次报告调查。此外,报告还对来自各大洲的家办行业的首席执行官、董事总经理和高层领导进行了20次深入的定性 访谈。 家办新智点节选了报告的精华内容,希望对你有所启发。 报告十大关键数据 家办终极受益人(UBOs):24%通过董事会监督家办运营;25%担任CEO职位;13%不参与家办的实际运营。 家办运营成本:家办最常见的运营成本区间为AUM的0.6%–1%(36%),这一比例高于2023年,当时37%的受访者表示成本为AUM的0.1%–0.5%。 家办的家族财富代际管理情况:28%受访者管理1代财富;43%受访者管理2代财富 ...
山姆,造就世界女首富
投资界· 2025-10-05 09:12
以下文章来源于棱镜 ,作者温世君 棱镜 . 腾讯新闻出品栏目,《棱镜》聚焦泛财经深度记录。 她75岁,无儿无女。 作者 | 温世君 编辑 | 孙春芳 来源 I 棱镜 (ID:lengjing_qqfinance) 世界上最有钱的女人,拥有多少财富?答案是11 2 4亿美元,超过了比尔·盖茨当前1 059 亿美元的身家。她如何获得这样的财富?答案是来自她的爸爸。 她曾经历过两段短暂的婚姻,但并没有子女。她行事随性,曾驾车失控冲下山谷,亦曾 撞死一名路人。她就是75岁的爱丽丝·沃尔顿,沃尔玛创始人山姆·沃尔顿最小的孩子, 也是唯一的女儿——1 9 4 9年,31岁的山姆·沃尔顿在有了三个儿子之后,才迎来这位千 金。 爱 丽 丝 · 沃 尔 顿 拥 有 的 惊 人 财 富 , 离 不 开 父 亲 对 家 产 的 " 公 平 分 配 " 。 作 为 老 派 的 企 业 家,"精打细算"零售文化的代表,山姆·沃尔顿在1992年去世前就早已明确:将以沃尔玛 (WMT.N)股权为核心的家族财富,平均分配给四位子女。 亲戚们都在全球富豪榜上 由于老父亲平分的安排,现在沃尔顿家族兄妹们的财富,依然大体相当。 全球女首富爱丽丝· ...
你在山姆花的每一分钱,都在造就世界女首富
Sou Hu Cai Jing· 2025-09-29 11:04
她75岁,无儿无女。 来源:棱镜 文:温世君 编辑:孙春芳 世界上最有钱的女人,拥有多少财富?答案是1124亿美元,超过了比尔·盖茨当前1059亿美元的身家。她如何获得这样的财富?答案是来自她的爸爸。 她曾经历过两段短暂的婚姻,但并没有子女。她行事随性,曾驾车失控冲下山谷,亦曾撞死一名路人。她就是75岁的爱丽丝·沃尔顿,沃尔玛创始人山姆· 沃尔顿最小的孩子,也是唯一的女儿——1949年,31岁的山姆·沃尔顿在有了三个儿子之后,才迎来这位千金。 爱丽丝·沃尔顿拥有的惊人财富,离不开父亲对家产的"公平分配"。作为老派的企业家,"精打细算"零售文化的代表,山姆·沃尔顿在1992年去世前就早已 明确:将以沃尔玛(WMT.N)股权为核心的家族财富,平均分配给四位子女。 目前,沃尔顿家族控制的"沃尔顿企业"与"沃尔顿家族控股信托"两个实体,仍持有沃尔玛52.07%的股权。对于一家拥有60多年历史的巨型上市公司而言, 家族仍保持如此强的控制力颇为难得。 作为现代零售业的标杆,如今的沃尔玛在全球拥有210万名员工、10750家门店(包括以创始人名字命名的山姆会员店),在19个国家服务着2.7亿线上线 下客户,2025财年营收 ...
你在山姆花的每一分钱,都在造就世界女首富
36氪· 2025-09-26 11:25
以下文章来源于棱镜 ,作者温世君 世界上最有钱的女人,拥有多少财富?答案是112 4亿美元,超过了比尔·盖茨当前1059亿美元的身家。她如何获得这样的财富?答案是来自她的爸爸。 她是75岁的爱丽丝·沃尔顿,沃尔玛创始人山姆·沃尔顿最小的孩子,也是唯一的女儿——1949年,31岁的山姆·沃尔顿在有了三个儿子之后,才迎来这位千 金。 爱丽丝·沃尔顿拥有的惊人财富,离不开父亲对家产的"公平分配"。作为老派的企业家,"精打细算"零售文化的代表,山姆·沃尔顿在1992年去世前就早已明 确:将以沃尔玛(WMT.N)股权为核心的家族财富,平均分配给四位子女。 目前,沃尔顿家族控制的"沃尔顿企业"与"沃尔顿家族控股信托"两个实体,仍持有沃尔玛52.07%的股权。对于一家拥有60多年历史的巨型上市公司而言,家 族仍保持如此强的控制力颇为难得。 作为现代 零售 业的标杆,如今的沃尔玛在全球拥有210万名员工、10750家门店(包括以创始人名字命名的山姆会员店),在19个国家 服务 着 2.7亿线上线 下客户,2025财年营收达6809.85亿美元,连续12年位居全球500强首位。 棱镜 . 腾讯新闻出品栏目,《棱镜》聚焦泛财经深 ...
你在山姆花的每一分钱,都在造就世界女首富
商业洞察· 2025-09-24 09:42
以下文章来源于棱镜 ,作者温世君 棱镜 . 腾讯新闻出品栏目,《棱镜》聚焦泛财经深度记录。 作者: 温世君 来源:棱镜 ---------------------------------- 世界上最有钱的女人,拥有多少财富?答案是 112 4亿美元,超过了比尔·盖茨当前1059亿美元的 身家 。她如何获得这样的财富?答案是来自她的爸爸。 她曾经历过两段短暂的婚姻,但并没有子女。她行事随性,曾驾车 失控 冲下山谷, 亦 曾 撞死一 名路人。她就是75岁的爱丽丝·沃尔顿,沃尔玛创始人山姆·沃尔顿最小的孩子,也是唯一的女儿 ——1949年,31岁的山姆·沃尔顿在有了三个儿子之后,才迎来这位千金。 爱丽丝·沃尔顿拥有的惊人财富,离不开父亲对家产的"公平分配"。作为老派的企业家,"精打细 算"零售文化的代表,山姆·沃尔顿在1992年去世前就早已明确:将以沃尔玛(WMT.N)股权为核 心的家族财富,平均分配给四位子女。 目前,沃尔顿家族控制的"沃尔顿企业"与"沃尔顿家族控股信托"两个实体,仍持有沃尔玛52.07% 的股权。对于一家拥有60多年历史的巨型上市公司而言,家族仍保持如此强的控制力颇为难得。 作为现代 零售 业的 ...
超车新加坡?香港宣布家办落户突破200家
3 6 Ke· 2025-09-16 08:22
值得注意的是,这一数字未涵盖自行或通过本港专业服务网络而落户的家办,因此香港新增家办的总数可能远高于政府公布的数 据。 2022年,香港特首李家超在其首份《施政报告》提出在2025年年底前推动不少于200间家办在港设立或扩展业务的明确目标。 为实现目标,香港接连推出多项家办利好措施,为开拓家办相关产业打造最具竞争力的环境。其中,2023年3月港府发表了政策 宣言,推出八大措施,包括提供税务优惠、引入「新资本投资者入境计划」、设立香港财富传承学院等。 香港作为全球金融中心,历史悠久,久经考验。凭借与中国内地的连通性、强大的基础设施以及丰富的立法和合规经验促进了稳 定,使得香港成为高净值人士设立家办的理想之地。2024年初,德勤发布调研报告显示,香港拥有超过2,700家家办,其中超过 30%管理的资产价值超过1亿美元(7.8亿港元)。 近年来,中国香港在家办赛道全力加速,为全球超富家族铺开 "红地毯"。 9月15日,香港财经事务及库务局宣布,在港府推动下,经投资推广署协助落户或扩展业务的家族办公室(以下简称 为"家办")已突破200家,提前完成2022年《施政报告》中设定的目标。 提前完成家办KPI 9月15日, ...
股份行私人银行业务稳健增长:客户数与资产管理规模双升
Zhong Guo Jing Ying Bao· 2025-09-11 08:14
Core Viewpoint - The private banking business of several joint-stock banks in China has shown strong growth momentum in the first half of 2025, with significant increases in both asset management scale (AUM) and client numbers compared to the end of last year [1][2]. Group 1: Private Banking Performance - Among 12 joint-stock banks, 6 disclosed their private banking AUM and client numbers, with a total AUM of 4.65 trillion yuan as of June 30, 2025, up 4.49% from 4.45 trillion yuan at the end of last year [2]. - The total number of private banking clients for these banks reached 315,700, reflecting a growth of 7.53% compared to the end of last year [2]. - Notably, Minsheng Bank reported an AUM growth of 11.79% and a client number increase of 12.84%, while Zhejiang Commercial Bank saw AUM growth of 13.26% and client number growth of 15.52% [2]. Group 2: Strategies for Growth - Zhejiang Commercial Bank has implemented four key strategies to enhance its private banking business: 1. Strengthening the private banking system and upgrading service frameworks since 2024 [3]. 2. Expanding client acquisition channels through targeted activities for specific demographics, such as senior clients, and enhancing cross-border service capabilities [3]. 3. Focusing on family office services, which have seen significant growth in coverage and scale since 2024 [3]. 4. Expanding the range of customized and multi-strategy products to improve client asset allocation success rates [3]. Group 3: Family Trust and Office Business - Joint-stock banks are increasingly investing in family trust and family office services, with CITIC Bank emphasizing a comprehensive solution for ultra-high-net-worth clients [4]. - Zhejiang Commercial Bank's family office services are a core part of its private banking strategy, leveraging an expert service system and a fully online management system [4]. - In the first half of 2025, Zhejiang Commercial Bank signed 692 family trust agreements, adding 5.6 billion yuan in managed assets, and has successfully launched 62 elder care service trusts, marking a significant step towards scalable development in this area [5].
910亿美元的香奈儿家办换帅:38岁继承人登场
3 6 Ke· 2025-09-02 13:56
Core Insights - Chanel is one of the most iconic luxury brands globally, with the Wertheimer family holding 100% ownership, leading to a wealth of approximately $91 billion by September 2025 [1] - Alain and Gérard Wertheimer each own 50% of Chanel, with their current wealth around $44.5 billion [1] - Arthur Heilbronn is emerging as a key figure in the family office Mousse Partners, indicating a significant shift in family wealth management [1][2] Group 1: New Generation Leadership - Arthur Heilbronn, aged 38, joined Mousse Partners in 2019 and has taken on critical management roles, overseeing investments in real estate, banking, and media [2] - Heilbronn's appointment to a core holding company board reflects his growing influence and the family's thoughtful succession planning [4] - He is the son of Charles Heilbronn, the founder of Mousse Partners, and is positioned to ensure a smooth transition as the older generation steps back [4][6] Group 2: Mousse Partners Overview - Mousse Partners, part of Mousse Investments, focuses on family wealth management and has offices in New York, Beijing, and Hong Kong [7] - The firm employs over 30 professionals, including former analysts from major banks, and emphasizes long-term, sustainable investments across various asset classes [7][10] - Mousse Partners has supported numerous startups and has made significant investments in sectors like mental health, digital advertising, and biotechnology [10] Group 3: The Wertheimer Family's Discreet Approach - The Wertheimer family, known for their low-profile approach, has maintained control over Chanel while avoiding public attention [12][14] - Alain and Gérard Wertheimer have successfully managed the brand since the 1990s, with a focus on preserving the legacy of Coco Chanel [12][14] - The family has a history of discretion, often attending fashion events in a low-key manner, which contrasts with other luxury brand leaders [14] Group 4: Emerging Trends in Wealth Management - The rise of family offices like Mousse Partners signifies a shift in wealth management strategies among ultra-high-net-worth families, focusing on long-term perspectives [18] - Mousse Partners exemplifies resilience and wisdom in wealth preservation, adapting to global economic uncertainties [18]
潮玩新风口,2.2亿收购上市公司,26岁地产富二代崛起
Sou Hu Cai Jing· 2025-08-18 06:10
Core Insights - The acquisition by Wanjing Capital, a newly established company, marks a significant shift in the power dynamics and wealth transfer within the New City family, particularly with the emergence of the young leader Wang Kaily [1][5][12] Group 1: Acquisition Details - On August 11, 2025, China New Retail Supply Chain Group Co., Ltd. announced its resumption of trading, sparking speculation about its underlying motives [1] - Wanjing Capital, registered on July 11, 2025, is solely owned by 26-year-old Wang Kaily, who is closely linked to the "Hua Sheng Trust" established by family member Wang Zhenhua [1][4] - The acquisition funding comes from internal resources through trust equity realization, without external loans, indicating a strategic financial maneuver [1][6] Group 2: Wang Kaily's Background - Wang Kaily has an impressive academic background, graduating from Peking University in 2021 and obtaining a master's degree from the University of Sydney in 2023, followed by another degree from University College London in 2025 [3] - Her career began in investment holding at Astrum Apex Investments Limited, focusing on project evaluation and investment opportunities, which aligns her with the family's traditional industries [3][4] Group 3: Business Performance - The core business of China New Retail Supply Chain Group remains traditional construction, primarily operating in Singapore, with annual revenues of 6.66 million, 5.56 million, and 5.55 million Singapore dollars from 2022 to 2024, alongside net losses of 1.5 million, 1 million, and 800 thousand Singapore dollars [4] Group 4: Implications of the Acquisition - The acquisition signifies a generational shift in control over real estate and new consumer projects, reflecting a redistribution of power and influence within the New City family [5][12] - The family trust serves as both a financial reservoir and a risk buffer, highlighting the family's sophisticated approach to wealth management across generations [6][12] Group 5: Future Prospects - The new generation's focus on trendy sectors like digital media and strategy public relations contrasts sharply with the traditional real estate and construction industries, indicating a cultural shift [8] - The success of Wang Kaily's ventures will depend on her ability to convert family trust funds into tangible business value, as the operational challenges ahead are significant [10][12]
新城控股创始人王振华之女:26岁王凯莉,通过万疆资本完成2.23亿的并购
Xin Lang Zheng Quan· 2025-08-14 12:03
Group 1 - Wang Kaili's emergence in the capital market is a strategic decision influenced by family reputation isolation and wealth distribution considerations [1][3] - Wang Zhenhua, her father and founder of New Town Holdings, has a tarnished reputation due to a criminal conviction, leading to a restructuring of the family power dynamics [1][3] - Wang Kaili is positioned as the family's representative in the investment sector, aiming to explore new value growth paths for the family [1][2] Group 2 - The funds for the acquisition amounting to HKD 223 million are sourced entirely from internal resources of Wanjing Capital, which Wang Kaili benefits from through the "HuaSheng Family Trust" established by her father [1][2] - Wang Kaili has a strong educational background, holding degrees from Peking University, Sydney University, and University College London, and has gained practical experience as a director at a private investment company [2] Group 3 - The family has adopted a "son in charge of the main business, daughter in charge of capital" model for wealth succession, mitigating the impact of personal reputation issues on the family business [3] - Wanjing Capital, established shortly before the acquisition, serves as a special purpose vehicle (SPV) for this transaction, with Wang Kaili as the sole shareholder and director [4][5] Group 4 - The acquisition price of HKD 0.6189 per share represents a significant discount of over 80% compared to the pre-suspension price of HKD 3.5, indicating that the focus is on the company's listing status rather than its business fundamentals [5][8] - Despite a surge in stock price due to market speculation, the target company has a traditional business model and continues to report losses, lacking substantial support for its inflated valuation [6][8] Group 5 - Wang Kaili's control over the Hong Kong-listed company exemplifies a blend of family strategy, capital tools, and institutional arbitrage, with her playing a crucial role in funding, establishing, and managing the investment platform [8] - This case reflects a growing trend among emerging family offices to utilize trust structures for wealth isolation and SPV operations for capital management, indicating a potential new paradigm in family wealth succession and investment strategies [8]