家族辦公室熱潮:東西方差異對比

《家族辦公室熱潮:東西方差異對比》由星展私人銀行委託經濟學人智庫撰寫。

家族辦公室指專為超高淨值資產人士 (UHNWI) 提供個人投資服務的公司,在全球金融市場中的影響力日漸增強。管理顧問安永 (EY) 的調查數據顯示,自2008 年以來,家族辦公室的數量增加了10 倍,目前已達到約10,000 間。

隨着全球億萬富翁人數持續增加,與他們相關的家族辦公室數目、資產及影響力也隨之增加。家族辦公室源自西方富有的英美商人,但過去連續 5 年,卻由亞洲榮膺全球最富裕地區。

本報告以東方(泛指亞洲地區)及西方(歐洲及北美)的家族辦公室為研究對象,對比各自的運作模式,並探討文化、家族及財富創造在其結構和管理方面所擔當的角色。

這項研究建基於廣泛的案例研究,以及以家族辦公室擁有者、經理及顧問作為對象的訪談。我們感謝以下受訪者撥冗參與:

家族办公室热潮:东西方对比

《家族办公室热潮:东西方对比》研究报告由星展私人银行委托经济学人智库撰写。

家族办公室是指为超高净值人士 (UHNWI) 服务的私人投资公司,在全球金融市场中日益壮大。咨询公司安永 (EY) 的数据显示,家族办公室的数量自2008 年以来增加了 10 倍,目前约有 10,000 家。

随着全球亿万富豪越来越多,家族办公室的数量、资产以及影响力也会不断扩大。家族办公室的传统始于西方,由富有的英美商人开启。然而,亚洲在过去五年蝉联全球最富裕地区。

本报告旨在研究东方(亚洲地区)和西方(欧洲和北美)家族办公室行事的差异,探讨文化、家族和财富创造如何影响家族办公室的结构和管理。

研究的基础包括广泛的案头调研,以及对家族办公室的所有者、经理和顾问进行深入访谈。我们感谢以下受访者的宝贵时间和见解:

Time to Scale up Creative Philanthropy!

Approximately 5.6m children, under the age of five, did not survive in 2016. To be more precise, around 15,000 died every day that year.

The silent legacy of Asia’s philanthropists

Philanthropy in Asia has often been dominated by an expectation that successful individuals should give quietly without receiving recognition in return, explains Dien Yuen, managing director at Kordant Philanthropy Advisors, a research and advisory firm based in California which works with Asian philanthropists. Giving in Asia is underpinned by Confucian beliefs, and this explains some of the reticence around wealthy families’ philanthropic work.

A new Euro vision: the young donors disrupting philanthropy

“We need to engage the left and the right side of the brain,” says Alexandre Mars, a Paris-born technology entrepreneur and founder of Epic Foundation. “That’s life today. It is all about the mix between something very structured and something fun that has meaning.” This approach, Mr Mars believes, is the key to appealing to a millennial generation of philanthropists who want to have their cake and eat it, too.

Zhang Xin, Soho China CEO on philanthropy in China

Zhang Xin, Soho China CEO on philanthropy in China

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