目前，平安集团已构建以保险、银行、资产管理为核心的综合金融业务体系，同时大力发展以平安健 康、北大国际医院为代表的医疗健康服务生态，致力于为高净值客户提供覆盖全生命周期的健康管理、 财富传承与家族服务闭环。 三湘都市报11月21日讯（全媒体记者 仝若楠）11月20日，中国平安"御享国医"暨"家族办公室"服务在长 沙落地。现场，平安人寿湖南分公司副总经理马健表示，中国平安持续深化"综合金融+医疗养老"双轮 驱动战略，依托科技赋能，推动服务升级。 随着"健康中国"战略的深入推进，公众对高品质健康管理和财富保障的需求持续增长。中国平安顺应时 代趋势推出"御享国医"服务，融合传统中医智慧与现代医疗科技，打造以国医大师周期调理为核心的中 西医协同健康管理体系。 高净值客户在财富传承、税务筹划、家族治理等方面也提出了更加系统化、专业化的服务诉求。"家族 办公室"服务则是平安依托集团综合金融优势打造的一站式高端服务，为高净值客户家庭提供"财富+健 康+家族治理"的全方位支持。 ...

Core Insights - Offshore family trusts have become a topic of discussion, with many older entrepreneurs and founders being unaware or only partially aware of the implications for their estate planning [1][2] - Recent cases of wealthy individuals facing legal and tax disputes due to poorly structured offshore family trusts highlight the risks of relying solely on trusts for asset protection [1][2] - The importance of comprehensive family wealth management planning is emphasized, as many wealthy families have lost significant assets due to lack of planning and oversight [3][4] Group 1: Offshore Family Trusts - Offshore family trusts are commonly used by high-net-worth individuals for wealth planning, but many have encountered issues due to key pitfalls such as retaining control, neglecting tax compliance, and unclear asset sources [2][3] - Successful execution of trust arrangements is critical, as the design of the trust structure is only a small part of the overall process [2] Group 2: Wealth Management and Family Offices - The lack of a structured wealth management mechanism has led to rapid wealth loss among families, particularly in industries like coal where founders did not establish proper governance [3][4] - Family offices are increasingly seen as essential for high-net-worth families to protect assets, ensure business continuity, and manage family affairs effectively [4][6] Group 3: Hong Kong as a Family Office Hub - Hong Kong is positioned as a leading international financial center, offering a comprehensive range of services for family offices, including asset allocation, trust structuring, and tax planning [6][7] - The city boasts a robust financial infrastructure, with active capital markets and a variety of investment vehicles, making it an attractive location for family offices [7] Group 4: Education and Next-Generation Leadership - Education is becoming a critical factor in wealth transfer, with many families prioritizing the cultivation of financial responsibility and leadership skills in their children [10][11] - Hong Kong's educational resources and international school systems provide a conducive environment for the next generation to develop skills necessary for managing family wealth [11][12] Group 5: Multi-Dimensional Legacy - The concept of family offices in Hong Kong encompasses not just financial management but also the transmission of family values and cultural heritage, integrating investment philosophy with cultural continuity [12][13] - Family offices serve as neutral entities to mediate family disputes regarding wealth distribution and management, thereby fostering harmony within the family [13]

Core Viewpoint - The article emphasizes the importance of early and reasonable planning for family wealth management, particularly in the context of offshore family trusts, which have seen numerous failures due to poor design and execution [1][2][3]. Group 1: Offshore Family Trusts - Offshore family trusts are commonly used by high-net-worth individuals for wealth planning, but many have encountered significant issues due to factors such as retaining actual control, neglecting tax compliance, unclear asset sources, incorrect timing, and unprofessional trust terms [2][3]. - The execution of trust arrangements is critical, as it involves strict adherence to the trust's design and compliance management, rather than just the initial setup [2]. Group 2: Overall Wealth Management - Poor wealth management has led to significant losses for families, particularly among early coal industry entrepreneurs who failed to establish a family wealth management mechanism, resulting in rapid wealth depletion due to lack of long-term planning and institutional management [3][4]. - Family businesses often face wealth loss due to marriage disputes, especially when ownership is concentrated in one individual's name without proper arrangements [4]. Group 3: Importance of Family Offices - Family offices are increasingly seen as essential for high-net-worth families, serving to protect assets, ensure business succession, and manage family affairs effectively [4]. - The establishment of family offices is crucial for systematic planning and avoiding fragmented decision-making, especially as significant wealth transfer is expected in the Asia-Pacific region [4]. Group 4: Advantages of Hong Kong for Family Offices - Hong Kong is highlighted as a leading international financial center with a comprehensive range of services for family offices, including asset allocation, trust structuring, and tax arrangements [6][7]. - The presence of top-tier law firms and accounting firms in Hong Kong provides essential support for complex family structures and cross-border compliance [7][8]. Group 5: Education and Next Generation - Education for the next generation is becoming a critical consideration, with many families now opting for education in Hong Kong due to its rich educational resources and international school systems [11][12]. - Family offices can facilitate financial and non-financial education for heirs, preparing them for future management of family affairs and fostering a sense of social responsibility [12]. Group 6: Multidimensional Inheritance - Hong Kong's family wealth management has a long history, integrating cultural values with international wealth governance and philanthropy [13][14]. - Family offices in Hong Kong serve as a vehicle for transmitting family values, ensuring a comprehensive inheritance of wealth, family business, and values [14].

以下文章来源于解码LP ，作者周佳丽 解码LP . 投资界（PEdaily.cn）旗下，专注募资动态 争抢全球富豪。 作者 I 周佳丽 报道 I 投资界-解码LP 里程碑浮现。 投资界-解码LP获悉，香港特区政府财经事务及库务局最近透露，在香港特区政府推动 下，经投资推广署协助来港落户或扩展业务的家族办公室数目已超200间，超前完成了 20 22年《施政报告》所订立的绩效指标。 "经过政府两年多来的积极推动和在政策层面营造稳定、具可预测性的有利发展环境， 家办已锐变为本港金融业的重要一环 。"财经事务及库务局局长许正宇表示。如我们所 见，富豪开设家办的故事，正在香港密集上演。 逾200间家办落户香港 时间回到2 022年，香港特区政府在《施政报告》中提出明确的目标，即在2025年年底前 协助不少于200间家族办公室在港设立或扩展业务。此后，香港政府开始系统地推出政策 以吸引家族办公室。 20 23年3月，港府发布《有关推动家办业务在香港发展的政策宣言》，推出八项措施，包 括引入新的资本投资者入境计划、为家办提供税务宽减、提供便利市场措施、成立香港 财 富 传 承 学 院 等 ， 为 全 球 家 办 和 资 产 ...

Group 1 - Hong Kong has accelerated its efforts to attract family offices, surpassing the target of 200 family offices set in the 2022 Policy Address ahead of schedule [1][2][3] - The number of family offices established with the assistance of the Investment Promotion Agency does not include those that have set up independently, indicating that the total number may be significantly higher [2][3] - The Hong Kong government has implemented various favorable measures, including tax incentives and the establishment of the Hong Kong Wealth Management Academy, to create a competitive environment for family offices [3][6] Group 2 - Over 80% of the newly established family offices in Hong Kong are from the Greater China region, with others coming from Asia-Pacific, Europe, the Americas, and Oceania [6] - The total asset management value in Hong Kong exceeded HKD 35 trillion by the end of last year, reflecting a year-on-year growth of 13% [8] - The Hong Kong IPO market has shown remarkable performance, with fundraising reaching HKD 106.7 billion in the first half of 2025, leading global capital markets [8][9] Group 3 - The competition between Hong Kong and Singapore for family office dominance in the Asia-Pacific region is intensifying, with both cities offering unique advantages [15][16] - Singapore has seen a significant increase in family offices, with over 2,000 established by the end of 2024, reflecting a year-on-year growth of 42.9% [11] - Regulatory changes in Singapore, including tightening of tax incentives and enhanced scrutiny of family office applications, may impact its competitiveness in attracting overseas ultra-high-net-worth individuals [12][13] Group 4 - The rise of family offices is driven by an anticipated USD 5.8 trillion intergenerational wealth transfer in the Asia-Pacific region from 2023 to 2030, with ultra-high-net-worth families expected to account for nearly 60% of this transfer [14] - Family offices in both Hong Kong and Singapore benefit from clear and unique capital and income handling, which enhances their attractiveness as wealth management solutions [16] - The trend of families establishing offices in multiple jurisdictions is growing, with approximately 29% of respondents indicating that their family offices operate in various regions [16][17]

2025.06. 25 作者 | 第一财经 何涛 家族办公室（家办）是香港致力拓展的财富管理业务之一，但发展过程中伴随着市场的一些质疑。对 此，香港特区政府官员借立法会议员质询之机进行了详细回应。 第一财经记者6月25日从香港特区政府渠道获悉，家办投资活动须严格遵守香港的规管制度；专业人 士在向家办提供相关服务时，亦须根据相关法例及指引进行尽职审查。此外，单一家办和基金的优惠 税制中已配套一系列防止避税的措施。 特区政府相关官员透露，下一步，香港将进一步优化基金、单一家办和附带权益的优惠税制，以吸引 更多家办及高净值人士选择香港作为财富管理目的地。 严格规管家办业务 根据香港特区政府投资推广署的定义，家族办公室是由超高资产净值人士成立的私人财富管理公司， 负责家族资产的日常管理事务。 6月25日，香港特区立法会议员就家办业务发展向特区政府相关官员提出口头质询。议员称，据估 计，至2023年底约有2700间单一家族办公室在港营办。然而，近日有报道指出，市场上涌现不少"伪 家办"，部分甚至涉及洗黑钱或非法集资行为。议员希望特区政府对此作出回应。 当天，特区政府署理财经事务及库务局局长陈浩濂在立法会会议上答复，香港 ...