跨代财富传承
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德勤:截至2025年底预计香港共有3384间单一家族办公室
智通财经网· 2026-02-10 09:13
德勤中国香港咨询业务合伙人陈淑娴指出,家族办公室的营运开支为香港带来可观经济效益,包括办公 室租金、专业人员薪酬、设施服务开支及资产管理费用等。 智通财经APP获悉,德勤民营企业与私人客户服务香港主管合伙人刘明扬表示,德勤推算,截至2025年 底,香港共有3384间单一家族办公室,较2023年底在两年间增加了681间,平均每年增幅约12.6%。问 卷调查及访谈结果显示,这些家族办公室的背景相当多元,来自不同地区、行业和财富水平,充分反映 香港的吸引力。 刘明扬指出,问卷调查显示,逾半受访单一家办的领导层正由第二代或以后的成员担任,凸显跨代财富 传承正在加速。随着越来越多长辈世代寻求将财富传承予后代,香港凭借精简税制优势及成熟专业服 务,成为跨世代财富转移的理想据点。 德勤中国国际税收服务合伙人潘宗杰表示,香港正重新受到追捧,所有单一家办受访者均计划在未来三 年增加(60%)或维持(40%)在香港的配置,没有受访者打算减持。这股乐观情绪既反映香港股市去年强劲 表现,亦源于受访者普遍认同香港成熟的资本市场是吸引家族办公室的关键因素。 就未来在港营运而言,大部分受访单一家办(74%)及多家办(94%)准备扩充业务, ...
花旗调查报告:2025年香港千万富翁人口达39.5万人 同比增加5000人
Zhi Tong Cai Jing· 2025-11-18 10:46
Core Insights - The number of millionaires in Hong Kong is projected to reach 395,000 by 2025, an increase of 5,000 from the previous year, representing approximately 7% of the local population aged 21 to 79 [1] - Citibank defines millionaires as individuals with a net worth exceeding HKD 10 million (including primary residence but excluding mortgage liabilities) and at least HKD 1 million in liquid assets [1] Summary by Categories Demographics - The average age of millionaires is 55 years, with males constituting 55% and females 47% of the population [1] - The median net worth is HKD 20.5 million, while the median liquid assets amount to HKD 10 million [1] Wealth Distribution - Wealth distribution among millionaires is balanced, with liquid assets accounting for 49% and property for 51% [1] - Within liquid assets, investment products and cash/deposits each represent 50% [1] Investment Behavior - On average, millionaires earn their "first pot of gold" (accumulating HKD 1 million) at the age of 34, primarily through investments in stocks and funds [1] - The average age for first property purchase is 33 years [1] Wealth Management Trends - Citibank indicates that the rising number of millionaires is leading to more sophisticated strategies in investment and intergenerational wealth transfer [1] - There is a growing demand for wealth management that goes beyond traditional assets, focusing on active management and diversified allocation, with an increased emphasis on wealth transfer planning to secure the financial future of the next generation [1]