单一家族办公室
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香港单一家族办公室增至逾3380家
Ren Min Ri Bao· 2026-02-10 19:54
许正宇说,特区政府计划于今年上半年提交有关立法建议,扩展有关基金及单一家族办公室的优惠税制 合资格投资范围。 财经事务及库务局局长许正宇表示,家族办公室数目持续增长,反映特区政府在政策推动和制度建设上 的努力取得实质成果。在"一国两制"下,香港凭借背靠祖国、联通世界的优势,为家族办公室带来兼具 可预测性和高增长潜力的优良发展环境。 本报香港2月10日电(记者陈然)香港特区政府财经事务及库务局与投资推广署10日联合宣布,投资推广 署委托德勤进行的香港家族办公室市场研究显示,截至2025年底,香港有逾3380家单一家族办公室,两 年间增加约680家,升幅超过25%。 调研估算,香港的单一家族办公室在本地直接聘用逾1万名全职专业人员,营运开支为香港经济带来每 年约126亿港元收益。若计及联合家族办公室及其他为家族办公室提供服务的机构,预计实际带来的经 济效益更可观。 ...
香港单一家族办公室数量超3380间,两年间增幅超过25%
Xin Lang Cai Jing· 2026-02-10 07:42
调研估算,香港的单一家办单在本地直接聘用逾1万名全职专业人员,"单是营运开支就为香港经济带来 每年约126亿港元收益"。 据香港特区政府新闻公报,香港财经事务及库务局(财库局)与投资推广署2月10日联合宣布,投资推 广署委托德勤进行的《香港家族办公室市场研究》显示,截至2025年年底,香港的单一家族办公室(家 办)数目已超过3380间,两年间增加约680间,升幅超过25%。 ...
调研175个家办:关税战后,七成人都看好这类资产
3 6 Ke· 2025-06-25 02:22
Core Insights - The global investment landscape is undergoing significant changes due to geopolitical divisions and policy-driven economies, prompting family offices to rethink their investment strategies [1] - A survey of 175 family offices managing over $300 billion in assets reveals their responses to geopolitical volatility and macroeconomic uncertainty [1] Geopolitical Influence - Family offices initially held a cautious view of the economy but became more pessimistic after April 3, with 62% expressing a negative outlook on the global economy [2] - 84% of family offices identified the current geopolitical landscape as a key challenge affecting their investment decisions, with 64% seeking to diversify their portfolios [2][4] Investment Strategy Adjustments - Prior to April 3, 72% of family offices had already adjusted or planned to adjust their investment allocations, with 94% actively seeking adjustment opportunities [2] - Post-April 3, family offices are less likely to make significant changes to their allocations due to policy uncertainty, focusing instead on tactical risk and opportunity assessments [4] Importance of Diversification - Diversification has become more critical, with traditional strategies failing as U.S. assets often move in sync [5] - Family offices are increasingly looking for uncorrelated sources of returns to enhance portfolio resilience [5] Alternative Investments - Alternative investments are gaining importance, with 72% of family offices citing high fees as a significant challenge [7] - Family offices are particularly interested in private credit, which constitutes 15%-30% of some portfolios, with over 51% optimistic about its prospects [11][13] Infrastructure Investments - Infrastructure investments are viewed positively, with 75% of family offices optimistic about this asset class, which offers inflation-linked returns and stable cash flows [15] - 30% of family offices plan to increase their infrastructure allocations by 2025-2026, aiming for a target of 10% by year-end [15] OCIO Model Adoption - Family offices are increasingly considering the Outsourced Chief Investment Officer (OCIO) model to streamline relationships with investment managers [17] - Approximately 22% of family offices have used or considered using OCIO services, with varying preferences based on generational involvement [17] AI Integration Challenges - Family offices are curious about AI but face barriers in implementation, including a lack of clarity on applications and concerns over data privacy [20] - Currently, 45% of family offices are more likely to invest in tech companies developing AI solutions rather than deploying AI internally [21] Future Outlook - Family offices recognize the potential of AI to enhance investment outcomes but acknowledge the need for further efforts to prepare for its integration [24]