文 | 银行螺丝钉 （转载请注明出处） 基金投顾，顾名思义，就是基金的投资顾问。 很多行业都有顾问，特别是一些专业性很强的行业。 例如， 基金投资也是如此。 是如何通过"投"和"顾"，帮助投资者获得好收益的呢？ 这里有一门限时免费的福利课程，介绍了基金投顾的方方面面。 基金投顾的诞生，正是为了解决基金行业存在的"基金赚钱，基民不赚钱"的问题。 那么，基金投顾有哪些优势？ 想要获取这个课程，可以添加下方「课程小助手」，回复「 基金投顾 」领取哦～ 更有课程笔记、思维导图，帮您快速搞懂课程脉络，学习更高效。 • 看病吃药，需要医生，医生就是顾问； • 有法律问题，需要律师，律师也是顾问。 套餐投顾景什么? 载什么情用? 长按添加@课程小助手,回复「基金投顾」 免费领取《螺丝钉基金投顾入门课》课程 更有课程笔记、思维导图,帮你快速了解基金投顾 基金有风险,投资需谨 #螺丝钉小知识 家族信托在财富管理和传承方面，有着不 可替代的重要作用，可以帮助打破"富不 过三代"的魔咒。 那么,家族信托是怎么来的呢? 家族信托是一个舶来品，由西方国家传入 到我国。 信托的英文单词是「trust」，信任、托付 的意思。 信托的起源比 ...

（本文作者韩良为南开大学法学院教授、博士生导师，北京市京都律师事务所家族信托法律事务中心 名誉主任、京华世家家族办公室首席法律顾问；魏东达为北京市京都律师事务所律师） 一、多 法域交织的 宗氏 家族财富传承 诉讼争议 2025.09. 30 本文字数：8420，阅读时长大约12分钟 9月26日，香港高等法院颁布书面判词，驳回了宗馥莉的五项上诉申请，仍禁止宗馥莉在汇丰银行账 户的提款或转账，但批准暂缓执行部分披露令。该案件再次在内地法律界与企业家圈中引发了广泛关 注，让人对未来中国内地法院的实体裁决判决结果充满了期待。该案件不仅横跨信托法、继承法、婚 姻法、公司法、民事诉讼法等实体法以及诉讼法等法律 律 部门，而且也横跨了香港法、离岸法、中 国内地法等不同的法域，给中国内地法院的实体裁决带来了 具有 。"国际兼容性"的巨大挑战。 作者 | 韩良、魏东达 本案所涉诉讼法律关系错综复杂。从本案涉及的当事人与法律关系人来看，本案的原告宗继昌、宗婕 莉、宗继盛为美国籍。被告宗馥莉女士具有中国香港居民身份，被告（在杭州中院被列为"第三 人"） 建浩创投有限公司（以下 称 "建浩公司"）则根据BVI的法律注册成立。"Han ...

登录新浪财经APP 搜索【信披】查看更多考评等级 （本文作者韩良为南开大学法学院教授、博士生导师，北京市京都律师事务所家族信托法律事务中心名 誉主任、京华世家家族办公室首席法律顾问；魏东达为北京市京都律师事务所律师） 9月26日，香港高等法院颁布书面判词，驳回了宗馥莉的五项上诉申请，仍禁止宗馥莉在汇丰银行账户 的提款或转账，但批准暂缓执行部分披露令。该案件再次在内地法律界与企业家圈中引发了广泛关注， 让人对未来中国内地法院的实体裁决判决结果充满了期待。该案件不仅横跨信托法、继承法、婚姻法、 公司法、民事诉讼法等实体法以及诉讼法等法律律部门，而且也横跨了香港法、离岸法、中国内地法等 不同的法域，给中国内地法院的实体裁决带来了具有。"国际兼容性"的巨大挑战。 一、多法域交织的宗氏家族财富传承诉讼争议 本案所涉诉讼法律关系错综复杂。从本案涉及的当事人与法律关系人来看，本案的原告宗继昌、宗婕 莉、宗继盛为美国籍。被告宗馥莉女士具有中国香港居民身份，被告（在杭州中院被列为"第三人"） 建浩创投有限公司（以下称"建浩公司"）则根据BVI的法律注册成立。"Handwritten Instructions"（《手 写指示》） ...

2025.09. 28 本文字数：2879，阅读时长大约5分钟 作者 | 第一财经 亓宁 备受关注的娃哈哈家族信托案迎来新进展。9月26日，香港高等法院宣布驳回宗馥莉的上诉请求，即 维持8月1日判案书中关于冻结汇丰银行账户内18亿美元资产的保全命令，但暂缓执行对账户信息的 披露命令。 这项裁决意味着，在杭州法院对案件实体问题作出判决之前，上述资产将继续处于保全状态。在关注 此案的法律人士看来，这项裁决在预期之内，对案件实体问题依然没有实质性影响。 第一财经记者注意到，在这份长达31页的判案书中，香港高等法院法官对宗馥莉方面提出的5大上诉 理由进行了逐一回应， 其中关于香港衡平法下推定信托的态度进一步明确，即从法律探讨层面肯定 了信托有效性。 有税法人士强调，这方面内容值得信托领域深入探讨，但考虑到法律适用问题，相 关探讨对案件本身没有影响。 一切要等待杭州法院的判决 "（最新判决）对案件本身的走向没有影响，判决时间、结果和判词内容都在预期之内，还是要等杭 州法院的判决。"海邦国际顾问集团高级副总裁、知名国际税法专家王文星对第一财经记者表示。 这一结果被视为法院支持了宗庆后3名境外子女「宗继昌（Jacky Zo ...

在杭州法院对案件实体问题作出判决之前，上述资产将继续处于保全状态。 备受关注的娃哈哈家族信托案迎来新进展。9月26日，香港高等法院宣布驳回宗馥莉的上诉请求，即维 持8月1日判案书中关于冻结汇丰银行账户内18亿美元资产的保全命令，但暂缓执行对账户信息的披露命 令。 这项裁决意味着，在杭州法院对案件实体问题作出判决之前，上述资产将继续处于保全状态。在关注此 案的法律人士看来，这项裁决在预期之内，对案件实体问题依然没有实质性影响。 第一财经记者注意到，在这份长达31页的判案书中，香港高等法院法官对宗馥莉方面提出的5大上诉理 由进行了逐一回应，其中关于香港衡平法下推定信托的态度进一步明确，即从法律探讨层面肯定了信托 有效性。有税法人士强调，这方面内容值得信托领域深入探讨，但考虑到法律适用问题，相关探讨对案 件本身没有影响。 一切要等待杭州法院的判决 "（最新判决）对案件本身的走向没有影响，判决时间、结果和判词内容都在预期之内，还是要等杭州 法院的判决。"海邦国际顾问集团高级副总裁、知名国际税法专家王文星对第一财经记者表示。 9月1日，三子女提交了反对的书面陈词；9月8日，宗馥莉方面提交了答辩书。对于上述5项理由，香港 ...

本文字数：1213，阅读时长大约2分钟 娃哈哈遗产争夺案有最新进展！ 据上海证券报，9月26日，香港高等法院驳回宗馥莉方（以下也称被告）就2025年8月1日已作出的禁制 令及披露令提起的上诉，但批准暂缓执行披露令，以等候宗馥莉向上诉庭提上诉。法院判决宗馥莉方须 支付原告本次申请的费用。 2025.09.26 法院驳斥了此主张，并指出根据《委托书》、《协议》及《手写指示》等一系列文件，双方（包括被告 宗馥莉本人及其律师）曾深入沟通并草拟信托契约的行为，客观显示出设立信托的意图。尽管信托的具 体条款（如资金缺口、资本与收益的分配方式）存在需要由内地审理法院厘清的不确定性，但这并不妨 碍在香港的辅助程序中认定存在可争议的信托安排，原告的财产性权益主张至少已达到"有严肃议题待 审理"的门槛。 判决书还显示，被告于2025年8月15日申请上诉许可，原告于2025年9月1日提交反对书面陈词，随后被 告于2025年9月8日提交答辩书。 据第一财经此前报道，8月1日，香港高等法院在官网披露了娃哈哈创始人宗庆后家族信托案的判决决 定：先冻结Jian Hao Ventures Limited（下称"建浩公司"）汇丰银行账户内的资 ...

2025.09. 26 本文字数：1213，阅读时长大约2分钟 娃哈哈遗产争夺案有最新进展！ 据上海证券报，9月26日，香港高等法院驳回宗馥莉方（以下也称被告）就2025年8月1日已作出的 禁制令及披露令提起的上诉， 但批准暂缓执行披露令，以等候宗馥莉向上诉庭提上诉。法院判决宗 馥莉方须支付原告本次申请的费用。 此前，香港高等法院于8月1日判决批准了三位原告宗继昌、宗婕莉和宗继盛申请的临时禁令，禁令 要求被告宗馥莉和"建浩创投有限公司"在杭州中级人民法院及浙江高级人民法院相关诉讼有处理结 果前，不得提取或抵押"建浩创投有限公司"在香港汇丰银行账户的资产。此外，法院责令被告全面 披露资金流向。 此次最新的判决书显示，法院共驳回五项宗馥莉方的提请理由。 其中，第三项理由为， 宗馥莉方主张宗氏三兄妹无法证明其对汇丰银行账户资产拥有信托受益权或 财产权益。 | IV. GROUND 3 | | --- | | 作为对第三项主张的概述,被告方论点的核心是 | | As an overview of Ground 3, the thrust of the Defendants' | | s is that there e ...

Core Viewpoint - The long-standing inheritance battle of media mogul Rupert Murdoch has concluded with his eldest son Lachlan Murdoch gaining control of the family media empire, while his three siblings receive $1.1 billion in compensation, effectively ending their power struggle [5][7][33]. Group 1: Inheritance Battle Overview - Rupert Murdoch's four children engaged in a fierce competition for control of the media empire, culminating in a settlement that grants Lachlan Murdoch all voting rights [7][9]. - The settlement allows Lachlan to take over the media empire valued at hundreds of billions after Rupert's retirement, which occurred two years prior [7][19]. - The agreement ensures that Lachlan's siblings relinquish their claims to power, with James Murdoch having left the company five years ago [9][33]. Group 2: Family Trust and Control - Rupert Murdoch established an irrevocable family trust in 1999 to manage voting rights among his children, which was intended to ensure equal power distribution [25][27]. - The trust's original structure faced challenges as Rupert sought to modify it to concentrate voting power with Lachlan, leading to significant family disputes [28][30]. - Ultimately, a new family trust was created, granting Lachlan control over 36% of Fox's voting rights and 33% of News Corp's voting rights, while his siblings received cash compensation [32][33]. Group 3: Future Implications - Lachlan Murdoch's control is expected to bring clarity and strategic direction to the companies, with analysts viewing the resolution as a positive development for investors [35][37]. - The resolution of the inheritance battle allows Lachlan to imprint his vision on the media empire, which has significant influence over political narratives in the U.S. [38]. - The dynamics of the Murdoch family have drawn parallels with the HBO series "Succession," which reflects the real-life complexities of their power struggles [13][38].

Core Points - The long-standing inheritance battle of Rupert Murdoch's media empire has concluded with his eldest son Lachlan Murdoch gaining full voting rights, while his three siblings receive $1.1 billion in compensation [3][28] - This resolution allows Lachlan to take control of a media empire valued in the hundreds of billions, following Rupert's retirement two years ago [3][15] Group 1: Inheritance Battle Overview - Rupert Murdoch's four children engaged in a fierce competition for control of the media empire, with significant legal disputes and media leaks about family matters [3][5] - The agreement reached ensures Lachlan Murdoch's control over News Corp and Fox Corporation, while his siblings relinquish their claims to voting rights [28][29] Group 2: Family Dynamics and Trust Issues - The family trust established by Rupert Murdoch in 1999 aimed to balance power among his children, but the recent changes have concentrated control in Lachlan's hands [17][24] - James Murdoch, who left News Corp five years ago, and his sisters had equal voting rights through the family trust, but the new agreement alters this dynamic [5][28] Group 3: Impact on the Media Landscape - Lachlan's control is expected to provide clarity and strategic direction for the companies, alleviating uncertainties that have affected operations [29][31] - The resolution of the inheritance dispute is seen as a positive development for investors, allowing for more decisive actions within the media empire [29][31] Group 4: Cultural Influence and Media Representation - The inheritance battle has drawn parallels to the HBO series "Succession," which reflects the real-life dynamics of the Murdoch family [6][8] - The series has influenced public perception and discussions around media power and family legacies, with the Murdoch family reportedly watching the show [10][32]

Core Viewpoint - Rupert Murdoch's primary objective is to maintain the conservative stance of his media empire, ensuring its legacy and influence in the industry after his passing [2][8]. Summary by Sections Background and Context - Rupert Murdoch faced significant challenges in maintaining control over his media empire, including legal setbacks and opposition from his children [3][4]. - A Nevada judge previously rejected Murdoch's attempts to manipulate succession plans, labeling them as malicious and a well-orchestrated scheme [3]. Key Developments - Murdoch successfully negotiated a significant deal to pay $3.3 billion to his children, Elizabeth, Prudence, and James, effectively removing them from the family trust and diminishing their influence in the business [4][5]. - The negotiations were tense, involving disputes over stock valuations and control of family assets, leading to a split among siblings [4][5][9]. Negotiation Dynamics - The negotiations were characterized by a lack of direct communication among siblings, with representatives handling discussions, which included various proposals and counterproposals [9][10]. - Initial offers from Lachlan Murdoch included significant discounts on share prices, but as negotiations progressed, the terms became more favorable, with the final deal reflecting a 20% discount from current stock prices [10][12]. Implications for the Media Landscape - The agreement ensures that Fox News will maintain its conservative political stance, which is crucial for its identity and market position, especially during politically charged periods [12][14]. - The deal does not significantly alter the wealth of the exiting siblings, who had previously benefited from substantial payouts from other media transactions [12]. Future Directions - The exiting siblings are expected to pursue their own paths, with James focusing on media ventures in India, while Elizabeth plans to develop her film production business [13]. - The family dynamics remain strained, particularly between James and the rest of the family, with ongoing speculation about future conflicts [13][14].