香港投资推广署近日宣布，已在今年8月底，提前完成2025年底前吸引200间新的家族办公室落户的目 标，展现出香港在家族办公室领域的强大吸引力与高效执行力。 ...

编辑：徐世明 (机遇香港)香港财库局局长：香港在全球财富管理领域具强大吸引力 中新社香港10月9日电 (记者 魏华都)香港特区政府财经事务及库务局(简称"财库局")与彭博有限合伙企 业推行的策略性合作计划——"香港家办汇"，9日迎来成立一周年。"香港家办汇"整合全球资源，为家 族办公室生态圈提供数字知识中心、专业洞察及交流平台。 财库局局长许正宇当日发表网志表示，"香港家办汇"已成为推动香港家族办公室生态圈发展的强大引 擎，数字知识中心录得超过4000次浏览，反映香港在全球财富管理领域的强大吸引力。 许正宇称，香港特区政府投资推广署已成功协助逾200个家族办公室在香港设立或扩展业务，提前实现 行政长官2022年施政报告订下的目标。2026年至2028年间，特区政府计划再吸引220个家族办公室来 港。 彭博亚太区总裁李冰表示，香港正迅速成为家族办公室的首选地。彭博期望期待继续协助拓展家族办公 室生态圈，提供涵盖家族办公室运营各方面的科技方案，推动家族财富传承与发展。 当天，财库局、投资推广署，联合彭博发布《家族办公室指南》，为有意在香港设立或扩展业务的家族 办公室提供全面指引。(完) 来源：中国新闻网 广告等商 ...

今日，彭博、香港特别行政区政府财经事务及库务局（财经事务及库务局）及投资推广署 （InvestHK），联合发布《家族办公室指南》（The Family Office Playbook，《指南》）， 为 有意在香港设立或扩展业务的家族办公室提供全面指引。 "香港家办汇"于成立一周年之际发布此重要《指南》，彰显香港致力成为全球家族办公室枢纽的承 诺。 《指南》从香港的监管、金融市场及营运环境方面为家族办公室提供多个重点范畴的实用建议，并 包括本地及全球领先家族办公室的宝贵经验。 NF Trinity、Landmark Family Office、Harilela家 族办公室及私人财富管理协会（PWMA）的负责人和资深管理人在《指南》中分享在香港建立及 管理家族财富架构的深入见解。 《指南》的重点如下： 香港特区政府财经事务及库务局局长许正宇 表示： "我们很高兴庆祝'香港家办汇'成立一周年，这是财经事务及库务局与彭博之间的重要合作，大 大提升了香港作为全球家族办公室中心的地位。 我们的数字知识中心已录得超过4,000次浏览。 《家族办公室指南》的推出是一个重要里程碑，为有意在香港设立或扩展的家族办公室提供全面 指 ...

许正宇续指，最新发布的《家族办公室指南》，是为家族办公室量身定制的全面指引，无论是计划在香 港落户，还是扩展现有业务，这份指南都提供了清晰的路线图。它涵盖了从策略制定、监管环境导航， 到投资管理、营运效率与传承及慈善事业的实用建议。这不仅是一份指南，更是香港向全球家族办公室 发出的诚挚邀请，欢迎他们来此开拓机遇。 香港投资推广署署长刘凯旋表示，香港汇聚国际专业人才，亦对中国内地市场有深入了解，同时作为连 接东西方的战略枢纽，一直是全球家族办公室及资产持有人的首选之地，相信《指南》能协助各界更深 入了解，香港是家族办公室的理想落户之选。 香港财库局局长许正宇今日(9日)发布"财库论"网志，指《家族办公室指南》(The Family Office Playbook)今日正式发布，并庆祝香港财库局与彭博的策略性合作计划——"香港家办汇"成立一周年。 智通财经APP获悉，彭博、香港财经事务及库务局及香港投资推广署联合发布《家族办公室指南》，为 有意在香港设立或扩展业务的家族办公室提供全面指引。9日，香港财库局局长许正宇在专栏"财库 论"提到，香港投资推广署已协助超过200个家族办公室在香港设立或扩展业务，提前实现20 ...

本文来自微信公众号：家办新智点 （ID：foinsight），作者：foinsight，原文标题：《防止富豪逃离？新加坡急推家办新政，审 批提速三倍》，题图来自：AI生成 自2023年"最大洗钱案"后，新加坡监管趋严、审批放缓，让部分高净值人士资金外流，甚至被外媒形容为"撤离潮"。 过去单一家办基金税收计划申请超过一年，现在大多新申请者3个月内就能获批。MAS参数审查的三个新方向：减少申请所需文 件；放宽报告要求；扩大符合基金税收计划的合格投资类型。 第二，开户效率。 由MAS共同牵头的私人银行工作组已成立，聚焦开户提效，方法与抓手为： 不久前，家办新智点曾在《中国富豪"撤离"新加坡，回流香港？》一文中分析道，富豪的纷纷撤离与新加坡越来越紧的家办政 策有关，并指出这并非单纯的"撤离"，而是一场亚洲财富格局的主动"调仓"。 而就在昨日（9月29日），新加坡官方宣布了家办"提速+简化"新政，政策重点在于在保持高标准合规的同时提升效率，稳固其 作为财富枢纽的竞争力。 提速和简化 9月29日，新加坡国家发展部长徐芳达在全球家族办公室（GFO）峰会上宣布了新加坡家办的最新政策。以下为家办新智点精炼 的政策要点： 第一， ...

Group 1 - The essence of family office mission is to maintain and enhance long-term purchasing power, focusing on the ability to exchange money for more goods and services in the future [3][28][29] - Risk management emphasizes understanding and prevention rather than mere control, preparing for uncertainties with contingency plans [4][3] - The investment strategy is based on macroeconomic cycles, with a focus on maintaining a stable annual return of over ten percent during economic adjustments [2][10] Group 2 - The company has transitioned from being a "follow-on investor" to an "asset creator," recognizing the need for direct involvement in market understanding and asset management [9][10] - Investment decisions are guided by a combination of macroeconomic conditions and specific industry dynamics, with a focus on sectors in growth phases [14][20] - The investment philosophy includes a "dynamic monopoly dividend portfolio," aiming for long-term stability and risk reduction through diversified asset allocation [24] Group 3 - The company has identified high-value opportunities in the bond market, particularly in local government bonds, which were mispriced due to market conditions [20][21] - The approach to overseas asset allocation is primarily focused on the U.S. market, with a strategic shift towards undervalued Chinese assets [25][26] - The family office industry is characterized by a need for improved professional investment research and decision-making capabilities, particularly in distinguishing between quality general partners [32][34] Group 4 - The family office's mission encompasses both wealth preservation and value creation, with a focus on maintaining purchasing power over time [28][29] - The industry is experiencing a shift towards secondary market investments as many family offices reassess the liquidity and transparency of equity investments [33][34] - Future opportunities in wealth management are driven by the substantial demand for trustworthy asset management, particularly in a post-cycle economic environment [34]

Core Insights - The report reveals the investment sentiment and strategies of family offices in the context of trade policy uncertainty, geopolitical tensions, and technological changes [1][2]. Group 1: Key Findings - Asset allocation among family offices remains stable, with half of the respondents maintaining fixed income holdings and two-thirds keeping real estate allocations unchanged. Private equity shows the most optimistic trend, with a net increase of 26% in allocations [5][6]. - Despite uncertainties surrounding tariffs, family offices express a positive outlook for portfolio returns over the next twelve months, with 30% expecting returns between 10%-15% and 8% anticipating returns exceeding 15% [8][9]. - Nearly two-thirds of family offices took action to enhance portfolio resilience following the U.S. tariff announcement, with 39% opting for active management [10][11]. Group 2: Investment Strategies and Sentiment - 70% of respondents are engaged in direct investments, with 40% increasing their activities in the past year, reflecting confidence in selecting profitable transactions [13][14]. - Trade tensions have become the primary concern for family offices this year, with 60% citing it as their top worry, while interest rates have dropped to fourth place [15][16]. - Family offices report effective management of investment risks, with 83% believing their investment risks are well managed, although confidence in managing cybersecurity and geopolitical risks is lacking [18][19]. Group 3: Asset Allocation and Market Outlook - Family offices' asset allocation for 2025 remains consistent with 2024, with public equities averaging 27%, fixed income at 15%, and alternative assets at 40% [30][31]. - The sentiment towards asset classes is predominantly neutral, with developed market equities showing the highest net positive sentiment at +17% [44][45]. - Regional sentiment varies, with the Americas showing net bullish sentiment for private equity direct investments at +21%, while the Asia-Pacific region shows a much lower sentiment at +1% [48][49].

Core Insights - 2021 marked a significant year for the development of family offices in Hong Kong, with the establishment of the FamilyOfficeHK team by the Hong Kong government to promote the city as a global family office hub [1] - The family office sector in Hong Kong is experiencing growth due to policy support, market opportunities, and industry resources, positioning it as a key player in global wealth management [1][7] Group 1: Family Office Definition and Function - Family offices are primarily focused on the concept of inheritance, encompassing the transmission of family wealth, values, and beliefs, with 85% of family offices linked to family businesses [1] - The distinction between family offices and family enterprises lies in their focus on wealth management and cultural transmission [1] Group 2: Hong Kong's Role in Wealth Management - Hong Kong serves as a crucial offshore financial center, facilitating Chinese enterprises' international expansion and enhancing their global influence [1][2] - The city offers a unique advantage in wealth management, being both an international financial center and a leading capital hub, which is difficult for other regions to replicate quickly [1][2] Group 3: Global Family Office Demand - Family offices in Hong Kong cater to diverse needs from various regions, including mainland China, Europe, and Southeast Asia, with each group having different levels of familiarity and requirements regarding family governance and wealth management [2][3] - Hong Kong's low tax regime and transparent legal framework attract established European family offices seeking favorable conditions for wealth management [2] Group 4: Promotion and Growth of Family Offices - In 2024, the Hong Kong government organized 260 promotional events, engaging over 1,000 family office managers, highlighting the city's proactive approach to attracting family offices [4][5] - The number of family offices in Hong Kong has rapidly increased, supported by various stakeholders, including banks and professional service providers [5] Group 5: Professional Support and Ecosystem - The Hong Kong government acts as a facilitator for family offices, providing a network of service providers, including 61 international institutions, to support their establishment and operation [5] - Family offices benefit from a robust ecosystem of professionals, including accountants and lawyers, who assist in setting up compliant frameworks for wealth management [5][6] Group 6: Competitive Advantages of Hong Kong - Hong Kong has become the leading hub for ultra-high-net-worth individuals in Asia, with a high density of professionals (267,000) dedicated to wealth management [6] - The city offers a stable and secure investment environment, ensuring investment freedom and transparency, which is crucial for long-term investors [6] Group 7: Future Policy Support - The Hong Kong government plans to further optimize tax policies for family offices to solidify its position as a top global wealth management center [7] - The evolving global wealth management landscape positions family offices as a focal point, with Hong Kong emerging as a new coordinate for global family offices [7]

Core Insights - The Hong Kong government has successfully assisted over 200 family offices to establish or expand their operations in the region, exceeding the performance targets set in the 2022 Policy Address [2] - Hong Kong is positioned as Asia's leading cross-border wealth management center, with total assets under management projected to exceed HKD 35 trillion in 2024, and a significant net capital inflow of 81% [3] - The government has introduced eight measures to create a competitive environment for family offices, including tax incentives and the establishment of a network of service providers [2][3] Group 1 - The Hong Kong Investment Promotion Agency's Family Office team has been actively promoting the region globally, conducting roadshows in mainland China, Europe, and ASEAN, and engaging with high-net-worth individuals interested in relocating [2] - Hong Kong's unique advantages include its legal system under "One Country, Two Systems," free capital flow, strategic location connecting mainland China and the world, and a robust financial infrastructure [3] - The local family office ecosystem is thriving, contributing to the capital market, professional services, and talent development, creating a positive feedback loop [3] Group 2 - The Hong Kong government plans to further optimize tax incentives for funds, single family offices, and associated rights, while continuing to collaborate with business chambers and industry associations to enhance international cooperation [3] - The government aims to position Hong Kong as a premier hub for family offices, encouraging global family offices to explore opportunities and establish their presence in the region [4]

Group 1 - The Hong Kong government has successfully assisted over 200 family offices in establishing or expanding their operations in the region, surpassing the performance target set in the 2022 policy address [1][2] - Family offices have become a significant part of Hong Kong's financial sector, benefiting from the city's international professional services and high-quality living environment, as well as advantages in green investments, art, and charitable activities [1] - The Investment Promotion Agency's achievement in attracting 200 family offices highlights Hong Kong's strong competitive edge in private wealth and asset management [1] Group 2 - The Hong Kong government plans to further optimize tax incentives for funds, single family offices, and associated benefits [2] - The Investment Promotion Agency will continue to collaborate with business chambers, industry associations, and family office service providers to enhance international engagement and promote Hong Kong as a leading family office hub [2]