HKUST&安永：大中华区家族办公室现状调研报告2024（英文版）（58页）.pdf

1、Landscape of Family Offices in Greater China家家家家家家家Landscape of Family Offices in Greater China20241CONTENTSCONTENTS1.PREFACE2.EXECUTIVE SUMMARY3.OVERVIEW OF FAMILY OFFICE3.1 Introduction3.2 Methodology4.SINGLE FAMILY OFFICE(SFO)-SURVEY RESULTS4.1 Location of SFOs4.2 Total Asset Under Management(“Au

2、M”)and Total Family Wealth4.3 Source and Industry of the Family Wealth4.4 Background of SFO Respondents4.5 Characteristics of SFOs4.6 Functions of SFOs4.7 The Financial Role of SFOs 4.8 The Non-Financial Roles of SFOs 4.9 Managing the FO 4.10 Setting up the FO 5.MULTI-FAMILY OFFICE(MFO)SURVEY RESULT

3、S 5.1 Geographical Distribution of MFO Respondents5.2 Background of MFO Respondents 5.3 Types of MFOs 5.4 Number of Families Served in MFOs 5.5 Proportion of Families Total Wealth in MFOs 5.6 Products and Services Provided by MFOs 5.7 MFOs Future Asset Allocation Strategy 5.8 Interest in Setting up

4、SFO 5.9 Professional Services Needed by MFOs and Potential SFO Users 6.POTENTIAL SINGLE FAMILY OFFICE(SFO)SURVEY RESULTS 6.1 Geographic Distribution of Potential SFO Users 6.2 Background of Potential SFO Users 6.3 Preferred Setup Locations 6.4 Drivers for Establishing SFO 6.5 Challenges in Establish

5、ing SFO 7.LOOKING AHEAD 3489 11121314171920242831353537373838394040 4345464749Research and Editorial:Prof Winnie Qian Peng,Director of Roger King Center for Asian Family Business and Family Office,HKUST Business SchoolProf Roger King,Senior Advisor and Founding Director of Roger King Center for Asia

6、n Family Business and Family Office,HKUST Business SchoolMs Vivian Yue Sui,Manager(Project Management and Communication)of Roger King Center for Asian Family Business and Family Office,HKUST Business SchoolMr.Danny Yufei Wen,Research Assistant of Roger King Center for Asian Family Business and Famil