家族辦公室

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家庭办公室所提供的服務

家族办公室是指專門为富裕家族(此類家族一般其可用於投资的资产超过1亿美元)提供投资管理财富管理私人公司,家族办公室的目的是幫助富裕家族实现财富的跨代增长。家族辦公室的理财资金來源為家族的自有資金[1][2][3][4][5][6][7][8][9]

参考文献[编辑]

  1. ^ EY Family Office Guide (PDF). Ernst & Young. 2017 [2021-03-30]. (原始内容存档 (PDF)于2019-12-17). 
  2. ^ Frank, Robert. How to Bank Like a Billionaire. The Wall Street Journal. June 10, 2004 [2021-03-30]. (原始内容存档于2017-03-04). 
  3. ^ Family Offices. Investopedia. [2021-03-30]. (原始内容存档于2021-05-11). 
  4. ^ Hawthorne, Fran. The Family Office, Granting Every Wish. The New York Times. March 18, 2008 [2021-03-30]. (原始内容存档于2020-12-12). 
  5. ^ KOLESNIKOV-JESSOP, SONIA. Setting Up an Office to Manage a Wealthy Family's Affairs. The New York Times. September 6, 2011 [2021-03-30]. (原始内容存档于2020-12-12). 
  6. ^ Das, Anupreeta; Chung, Juliet. New Force on Wall Street: The 'Family Office'. The Wall Street Journal. March 10, 2017 [2021-03-30]. (原始内容存档于2020-12-12). 
  7. ^ Defining 'Family Office'. Familyofficecouncil.com. September 15, 2013. 
  8. ^ Steinberg, Julie; Greene, Kelly. Financial Advice, Served Rare. The Wall Street Journal. May 17, 2013 [2021-03-30]. (原始内容存档于2021-05-26). 
  9. ^ Douglas, Craig M.; Wollack, Todd. Case highlights family office risk. American City Business Journals. June 8, 2007 [2021-03-30]. (原始内容存档于2009-10-29).