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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。 ...
国际家族办公室加速集聚迪拜
Shang Wu Bu Wang Zhan· 2026-01-21 10:25
Core Viewpoint - Dubai is increasingly becoming a major operational hub for international family offices, focusing on capital preservation, cross-border investments, and succession planning due to policy optimization and improvements in the Dubai International Financial Centre (DIFC) system [1] Group 1 - The upcoming Dubai Family Office Summit in February 2026 will attract participation from several large institutions and regional consortiums from Europe and the United States, indicating Dubai's growing importance as a global private capital allocation hub [1]
许正宇:香港致力打造亚洲及全球家族办公室首选枢纽 计划吸引数百家落户
智通财经网· 2025-11-06 06:11
Core Viewpoint - The Hong Kong government aims to establish the city as the preferred hub for family offices in Asia and globally, leveraging its legal system, financial infrastructure, geographical advantages, and tax regime [1] Group 1: Government Initiatives - The Financial Secretary of Hong Kong, Xu Zhengyu, announced plans to attract at least 200 family offices to set up or expand their operations in Hong Kong by the end of this year [1] - The government plans to attract an additional 220 family offices between 2026 and 2028 to further enrich the family office ecosystem in Hong Kong [1] Group 2: Competitive Advantages - Hong Kong offers a fair and transparent common law system, advanced financial infrastructure, proximity to mainland China, and a simple tax system, making it an ideal business environment for ultra-high-net-worth families [1] Group 3: Legislative Proposals - To enhance Hong Kong's competitiveness in the international market, the government plans to propose legislative changes in the first half of next year to improve tax incentives related to funds and associated rights [1]
MultiCorp International, Inc. Announces that 40 Brightwater LLC has executed an Agreement that will fund MultiCorp International, Inc.
Globenewswire· 2025-10-22 13:28
Core Insights - 40 Brightwater LLC executed a Sales Purchase Agreement for $10 billion worth of Bitcoin at a 90% Discount / 90% Premium, allowing significant leverage with PEG Global Private Equity X S.A.SICAV-RAIF's Cryptocurrency Lender [1] - A Letter of Intent was signed for a 10-year loan of $21 billion, secured by standby letters of credit from a top 10 European Bank and a $100 million deposit into Oaktree Capital's Escrow, with closing scheduled for October 31, 2025 [2] - Multicorp International, Inc. will receive $10 billion from the $21 billion loan to 40 Brightwater LLC, enhancing its business capabilities and alliances [3] Company Overview - Multicorp International, Inc. is a diversified leader in health, energy, and agriculture, focusing on strategic initiatives for growth and market expansion [4] - Partners Global Equity Group manages $95 billion in assets and is a major player in private equity, venture capital, and credit, providing transformational capital and expertise [5] - Airavata Developers Corporation specializes in commercial and industrial infrastructure construction, emphasizing project management and sustainability [6] - Edwards Capital N.A. LLC is a private Family Office focused on enhancing private wealth through strategic asset class initiatives [7] - 40 Brightwater LLC is a private holding company that acquires private entities and merges them with public companies, leveraging its financial network [8]
Wellspring CEO Contrasts Pritzker Deal With Industry’s Standard PE Partnerships
Yahoo Finance· 2025-09-15 17:28
Core Insights - The Pritzker Organization is making a strategic investment in Wellspring Family Office, a Cleveland-based multi-family office, which signifies a shift from the typical private equity partnerships in the advisory industry [1][2] - Wellspring Family Office has rebranded to reflect its expanded services beyond financial advisory, now managing approximately $4.2 billion in assets for around 75 families [3] Investment Strategy - Wellspring CEO Michael Novak emphasizes the importance of aligning with partners who share a long-term vision, contrasting with private equity firms that often have shorter investment horizons [2][5] - The Pritzker Organization, led by Tom Pritzker, focuses on long-term investments, aiming for a partnership that supports the legacy of multigenerational families rather than seeking quick returns [2][5] Company Background - Wellspring Family Office was founded in 2007 and employs 35 full-time staff, indicating a robust operational structure to support its client base [3] - The firm aims to provide comprehensive services, including tax planning and family governance, to meet the diverse needs of multigenerational families [3]
普益家办林木彬:南沙可借“金融30条”破家族信托资产置入难题
Sou Hu Cai Jing· 2025-06-12 14:28
Core Viewpoint - The introduction of the "Nansha Financial 30 Measures" marks a significant policy shift in China, emphasizing the inclusion of family offices and diversified investment institutions, which is seen as a major benefit for the family office and family asset management sectors [1][2] Group 1: Family Office Industry Development - The family office industry in China is experiencing rapid growth, with over 3,700 existing enterprises related to family offices, and an annual increase of over 400 new entities from 2021 to 2024 [1] - The demand for wealth protection and inheritance is surging, with an estimated 19 trillion yuan, 51 trillion yuan, and 98 trillion yuan expected to be passed down to the next generation over the next 10, 20, and 30 years respectively [1] - The family office sector is still in its early chaotic development stage, with many practitioners lacking a clear understanding of the "buy-side" advisory role, often focusing on selling financial products instead [3][4] Group 2: Challenges and Opportunities - The average wealth transfer duration for Chinese families is only 30 to 50 years, compared to over 100 years for many Western families, highlighting the urgent need for effective wealth management solutions [5] - The family office industry faces challenges in transitioning from a sales-driven model to a service-oriented approach, requiring significant changes in both mindset and operational practices [6] - The "Nansha Financial 30 Measures" are expected to create a favorable environment for the family office industry, encouraging innovation and the establishment of industry standards [7][8] Group 3: Policy Innovations and Recommendations - The Nansha region is positioned as a testing ground for innovative policies, with suggestions for establishing regulatory frameworks, talent cultivation bases, and long-term capital investments to support the family office sector [7][8][9] - Proposed measures include tax incentives, government subsidies, and the establishment of a family office talent training base to attract more family office enterprises to Nansha [8][9] - The establishment of a cross-border asset management center in Nansha is anticipated to enhance global asset allocation efficiency and attract international capital [10]
Leo International leaps from Lion City to Frankfurt with AI precision health listing
Globenewswire· 2025-05-27 12:45
Core Insights - Leo International Group has acquired a controlling stake in SPOABG AG, now renamed Leo International Precision Health AG (LIPH AG), marking a significant milestone for a Taiwanese-founded enterprise on the Frankfurt Stock Exchange [1][3][5] - This acquisition is part of Leo International's global expansion strategy, focusing on AI-powered precision health and establishing a global investment platform [5][8][12] Company Overview - Founded in 1926, Leo International Group is a fourth-generation family-owned enterprise based in Taiwan, with a mission centered on "Caring for People, Advancing Humanity" [4] - The Group's portfolio includes biomedical innovation, wealth succession, and high-end lifestyle services [4] Strategic Expansion - The acquisition allows Leo International to leverage Germany's Frankfurt Stock Exchange, which has a market capitalization of EUR 1.97 trillion and attracted EUR 1.6 billion in biotech and medtech investments in 2024, a 70% increase year-on-year [6][8] - The company aims to utilize Germany as a launchpad for its "Precision Health Trinity," which includes AI-driven drug discovery, AI-enabled diagnostics, and community-focused medical services [7][14] Investment and Growth Strategy - Leo International plans to attract sovereign wealth funds and global investors to build a robust cross-border precision health platform [12] - The establishment of a Single Family Office in Singapore will manage multigenerational capital and align with the Group's long-term vision for social impact and wealth succession [9][10] Future Outlook - The company is exploring dual listings and collaborations with the London Stock Exchange Group to enhance regional relevance and address global healthcare needs [13] - Leo International's journey reflects a blend of heritage and innovation, positioning itself as a leader in health-tech with a commitment to industrial growth and global impact [16]