{"id":410,"date":"2022-08-10T02:32:35","date_gmt":"2022-08-10T06:32:35","guid":{"rendered":"https:\/\/blogs.duanemorris.com\/duanemorrisandselvam\/?p=410"},"modified":"2023-04-25T09:19:40","modified_gmt":"2023-04-25T13:19:40","slug":"%e3%80%90%e8%b4%a2%e5%af%8c%e5%b2%9a%e6%b5%b7%e3%80%91%e4%b8%93%e6%a0%8f-%e5%ae%b6%e6%97%8f%e5%8a%9e%e5%85%ac%e5%ae%a4%e7%9a%84%e5%89%8d%e4%b8%96%e4%bb%8a%e7%94%9f","status":"publish","type":"post","link":"https:\/\/blogs.duanemorris.com\/duanemorrisandselvam\/2022\/08\/10\/%e3%80%90%e8%b4%a2%e5%af%8c%e5%b2%9a%e6%b5%b7%e3%80%91%e4%b8%93%e6%a0%8f-%e5%ae%b6%e6%97%8f%e5%8a%9e%e5%85%ac%e5%ae%a4%e7%9a%84%e5%89%8d%e4%b8%96%e4%bb%8a%e7%94%9f\/","title":{"rendered":"\u3010\u8d22\u5bcc\u5c9a\u6d77\u3011\u4e13\u680f | \u5bb6\u65cf\u529e\u516c\u5ba4\u7684”\u524d\u4e16\u4eca\u751f”"},"content":{"rendered":"

\u8fd1\u4e9b\u5e74\uff0c\u5bb6\u529e(Family Office)\u8fd9\u4e2a\u6982\u5ff5\u9010\u6e10\u5174\u8d77\u5e76\u4e14\u88ab\u4eba\u4eec\u6240\u5173\u6ce8\u3002\u4f46\u662f\u5bb6\u529e\u7a76\u7adf\u662f\u600e\u6837\u4e00\u4e2a\u673a\u6784\uff0c\u6709\u4ec0\u4e48\u529f\u80fd\uff1f\u5bb6\u529e\u5e94\u8be5\u8bbe\u7acb\u5728\u54ea\u91cc\uff1f\u5728\u65b0\u52a0\u5761\u8bbe\u7acb\u5bb6\u529e\u6709\u4ec0\u4e48\u4f18\u52bf\uff1f\u672c\u6587\u5c06\u4e3a\u8bfb\u8005\u4e00\u4e00\u89e3\u7b54\u8fd9\u4e9b\u5e38\u89c1\u7684\u95ee\u9898\u3002<\/p>\n

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\u5bb6\u529e\u662f\u4ec0\u4e48\u6027\u8d28\u7684\u673a\u6784\uff1f<\/h4>\n<\/section>\n
\u7b80\u5355\u7684\u8bf4\uff0c\u5bb6\u65cf\u529e\u516c\u5ba4\u5c31\u662f\u4ee5<\/span>\u4e3a\u5bb6\u65cf\u7ba1\u7406\u8d44\u4ea7\u4e3a\u4e3b\uff0c\u4ee5<\/span>\u4e3a\u5bb6\u65cf\u6210\u5458\u63d0\u4f9b\u5404\u79cd\u5bb6\u65cf\u670d\u52a1\u4e3a\u8f85\u7684\u673a\u6784\u3002\u5b83\u662f\u7c7b\u4f3c\u4e8e\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u7684\u4e00\u4e2a\u7ec4\u7ec7\uff0c\u4f46\u662f\u53ea\u4e3a\u4e00\u4e2a\u5bb6\u65cf\u63d0\u4f9b\u670d\u52a1\uff08\u5355\u4e00\u5bb6\u529e\uff0cSingle Family Office\uff09\u6216\u8005\u4e3a\u51e0\u4e2a\u5bb6\u65cf\u63d0\u4f9b\u670d\u52a1\uff08\u8054\u5408\u5bb6\u529e Multi Family Office\uff09\uff0c\u5e76\u4e14\u76f8\u6bd4\u666e\u901a\u7684\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u800c\u8a00\uff0c\u5bb6\u529e\u9664\u4e86\u4e3a\u5bb6\u65cf\u7ba1\u7406\u8d44\u4ea7\uff0c\u8fd8\u8981<\/span>\u4e3a\u5bb6\u65cf\u8d22\u5bcc\u7684\u4f20\u627f\u8fdb\u884c\u89c4\u5212\u3002<\/span><\/section>\n<\/section>\n<\/section>\n<\/section>\n

\u65e0\u8bba\u662f\u5355\u4e00\u5bb6\u529e\u8fd8\u662f\u8054\u5408\u5bb6\u529e\uff0c\u4e00\u822c\u90fd\u4f1a\u6709\u4e00\u4e2a\u63d0\u4f9b\u5bb6\u65cf\u670d\u52a1\u7684\u56e2\u961f\uff0c\u4e3a\u5bb6\u65cf\u63d0\u4f9b\u98ce\u9669\u7ba1\u7406\u3001\u5bb6\u65cf\u6cbb\u7406\u548c\u5bb6\u65cf\u6559\u80b2\u7b49\u7b49\u65b9\u9762\u7684\u5bb6\u65cf\u670d\u52a1\u3002\u5bb6\u65cf\u529e\u516c\u5ba4\u5f80\u5f80\u7531\u4e00\u4e2a\u4e13\u5bb6\u4eba\u5458\u7ec4\u6210\u7684\u56e2\u961f\uff0c\u5171\u540c\u4e3a\u5bb6\u65cf\u63d0\u4f9b\u670d\u52a1\u3002\u5bb6\u65cf\u529e\u516c\u5ba4\u7684\u5f62\u5f0f\u6709\u516c\u53f8\u3001\u4fe1\u6258\u3001\u57fa\u91d1\u4f1a\u7b49\u7b49\u3002\u73b0\u5728\u5168\u7403\u5927\u7ea6\u67091\u4e07\u5bb6\u5355\u4e00\u5bb6\u529e\uff0c\u7ba1\u7406\u4e86\u7ea61.2\u4e07\u4ebf\u8d44\u4ea7\u3002[1]<\/span><\/p>\n

\u5bb6\u529e\u662f\u5982\u4f55\u8d77\u6e90\u548c\u53d1\u5c55\u7684\uff1f<\/h4>\n

\u4ece\u5bb6\u529e\u7684\u6027\u8d28\uff0c\u6211\u4eec\u53ef\u4ee5\u770b\u51fa\u5176\u5b9e\u5bb6\u529e\u5e76\u4e0d\u662f\u4e00\u4e2a\u65b0\u9c9c\u7684\u6982\u5ff5\u3002\u5982\u679c\u4ece\u7ba1\u7406\u8d22\u5bcc\u548c\u670d\u52a1\u5bb6\u65cf\u8fd9\u4e24\u4e2a\u529f\u80fd\u51fa\u53d1\uff0c\u4f30\u8ba1\u6700\u65e9\u7684\u5bb6\u529e\u662f\u5c01\u5efa\u65f6\u4ee3\u7684\u7687\u5ba4\u5427\u3002\u4e2d\u56fd\u53e4\u4ee3\u7687\u5ba4\u7684\u5185\u52a1\u5e9c\uff0c\u73b0\u4ee3\u6b27\u6d32\u7687\u5ba4\u7684\u7687\u5ba4\u603b\u52a1\u5b98\uff0c\u4e0d\u5c31\u662f\u4e3a\u4e00\u4e2a\u5bb6\u65cf\u63d0\u4f9b\u5168\u65b9\u9762\u670d\u52a1\u7684\u673a\u6784\u561b\u3002\u5f53\u7136\u8fd9\u4e9b\u673a\u6784\u867d\u7136\u804c\u80fd\u4e0e\u5bb6\u529e\u7c7b\u4f3c\uff0c\u4f46\u8fd8\u4e0d\u80fd\u7b97\u662f\u4e25\u683c\u610f\u4e49\u4e0a\u7684\u5bb6\u529e\u3002<\/p>\n

\u73b0\u4ee3\u610f\u4e49\u7684\u5bb6\u529e\u662f19\u4e16\u7eaa\u65f6\u5728\u7f8e\u56fd\u7684\u5de5\u4e1a\u5927\u4f6c\u548c\u94f6\u884c\u5bb6\u4e2d\u5174\u8d77\u7684\u30021838\u5e74\uff0c\u4f5c\u4e3a\u91d1\u878d\u5bb6\u548c\u827a\u672f\u6536\u85cf\u5bb6 J.P. \u6469\u6839\u5bb6\u65cf\u521b\u7acb\u4e86\u6469\u6839\u8d22\u56e2\u6765\u7ba1\u7406\u5bb6\u65cf\u8d44\u4ea7\u30021882\u5e74\uff0c\u6d1b\u514b\u83f2\u52d2\u5bb6\u65cf\u8bbe\u7acb\u4e86\u81ea\u5df1\u7684\u5bb6\u65cf\u529e\u516c\u5ba4\u3002\u8be5\u5bb6\u65cf\u529e\u516c\u5ba4\u81f3\u4eca\u4ecd\u5728\u8fd0\u8425\uff0c\u5e76\u4e3a\u5176\u4ed6\u5bb6\u65cf\u63d0\u4f9b\u670d\u52a1\u3002[2]<\/p>\n

2011\u5e74\uff0c\u7f8e\u56fd\u8bc1\u76d1\u4f1a\u7684Dodd Frank\u6cd5\u6848\u7b2c\u4e00\u6b21\u5bf9”\u5bb6\u65cf\u529e\u516c\u5ba4”\u8fdb\u884c\u4e86\u6cd5\u5f8b\u5b9a\u4e49\uff1a”\u5bb6\u65cf\u529e\u516c\u5ba4\u201c\u662f\u7531\u5bcc\u88d5\u5bb6\u5ead\u5efa\u7acb\u7684\u673a\u6784\uff0c\u4ee5\u7ba1\u7406\u4ed6\u4eec\u7684\u8d22\u5bcc\u5e76\u4e3a\u5bb6\u5ead\u6210\u5458\u63d0\u4f9b\u5176\u4ed6\u670d\u52a1\uff0c\u5982\u7a0e\u6536\u548c\u9057\u4ea7\u89c4\u5212\u670d\u52a1\u3002\u5355\u4e00\u5bb6\u65cf\u529e\u516c\u5ba4\u9664\u5bb6\u65cf\u5ba2\u6237\u5916\u6ca1\u6709\u5176\u4ed6\u5ba2\u6237\uff0c\u5176\u5b8c\u5168\u7531\u5bb6\u65cf\u62e5\u6709\uff0c\u5e76\u4e14\u5b8c\u5168\u7531\u4e00\u4e2a\u6216\u591a\u4e2a\u5bb6\u5ead\u6210\u5458\u548c\/\u6216\u5bb6\u65cf\u7684\u673a\u6784\u63a7\u5236\uff0c\u5e76\u4e14\u5176\u4e0d\u53ef\u4ee5\u4ee5\u6295\u8d44\u987e\u95ee\u7684\u8eab\u4efd\u5bf9\u5916\u5ba3\u4f20\u548c\u62db\u63fd\u4e1a\u52a1\u3002[3]<\/p>\n

\u5bb6\u529e\u6709\u54ea\u4e9b\u529f\u80fd\uff1f<\/span><\/h4>\n

\u6240\u4ee5\u5bb6\u529e\u7684\u804c\u80fd\u57fa\u672c\u4e0a\u662f\u56f4\u7ed5\u5bb6\u65cf\u8d22\u5bcc\u548c\u5bb6\u65cf\u6210\u5458\u5c55\u5f00<\/span>\u7684\u3002\u4e00\u822c\u6765\u8bf4\uff0c\u4e00\u4e2a\u5bb6\u529e\u7684\u804c\u80fd\u5305\u542b\u4e86<\/span>\u6295\u8d44\u6218\u7565\u89c4\u5212\u3001\u8d22\u52a1\u548c\u7a0e\u52a1\u89c4\u5212\u3001\u8d44\u4ea7\u7ba1\u7406\u3001\u53d7\u6258\u4eba\u670d\u52a1\u3001\u98ce\u9669\u7ba1\u7406\u3001\u6148\u5584\u4e8b\u4e1a\u3001\u5bb6\u65cf\u6cbb\u7406\u3001\u5bb6\u65cf\u6559\u80b2\u3001\u4ee5\u53ca\u751f\u6d3b\u65b9\u5f0f\uff08\u975e\u91d1\u878d\u7c7b\uff09\u670d\u52a1<\/span>\u3002\u6295\u8d44\u7ba1\u7406\u670d\u52a1\u5f80\u5f80\u662f\u5bb6\u529e\u7684\u6838\u5fc3\u4e5f\u5f80\u5f80\u662f\u5bb6\u65cf\u8bbe\u7acb\u5bb6\u529e\u7684\u4e3b\u8981\u76ee\u7684\uff0c\u5bb6\u529e\u56e2\u961f\u4ee5\u786e\u4fdd\u5bb6\u65cf\u8d22\u5bcc\u4fdd\u503c\u589e\u503c\u4e3a\u76ee\u6807\uff0c\u8bc4\u4f30\u5bb6\u65cf\u7684\u8d22\u52a1\u72b6\u51b5\uff0c\u8bbe\u8ba1\u5bb6\u65cf\u7684\u6295\u8d44\u76ee\u6807\u548c\u7ecf\u8425\u7406\u5ff5\uff0c\u4e0e\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u670d\u52a1\u673a\u6784\u5408\u4f5c\uff0c\u8fdb\u884c\u5bb6\u65cf\u8d44\u4ea7\u7684\u914d\u7f6e\u3002<\/span><\/p>\n

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\u5bb6\u529e\u5e94\u8be5\u8bbe\u7acb\u5728\u54ea\u91cc\uff1f<\/span><\/h4>\n

\u5bb6\u529e\u7684\u8bbe\u7acb\u5730\u6ca1\u6709\u4e00\u4e2a\u6807\u51c6\u7b54\u6848\uff0c\u5e76\u4e0d\u662f\u8bf4\u8bbe\u7acb\u5728\u65b0\u52a0\u5761\u5c31\u662f\u9002\u5408\u6240\u6709\u5bb6\u65cf\u7684\u3002\u5728\u8003\u91cf\u5bb6\u529e\u8bbe\u7acb\u5730\u7684\u65f6\u5019\uff0c\u5f80\u5f80\u8981\u8003\u8651\u4ee5\u4e0b\u56e0\u7d20\uff1a<\/p>\n

(1)\u5bb6\u65cf\u8d44\u4ea7\u6240\u5728\u5730<\/strong><\/p>\n<\/section>\n<\/section>\n<\/section>\n<\/section>\n

\u5982\u679c\u5bb6\u65cf\u8d44\u4ea7\u90fd\u5728\u4e2d\u56fd\uff0c\u5728\u7f8e\u56fd\u8bbe\u7acb\u5bb6\u529e\u663e\u7136\u662f\u4e0d\u65b9\u4fbf\u7684\uff0c\u5bb6\u529e\u7684\u4e13\u4e1a\u4eba\u58eb\u53ef\u80fd\u4e0d\u4e86\u89e3\u4e2d\u56fd\u7684\u91d1\u878d\u4ea7\u54c1\uff0c\u4e0e\u4e2d\u56fd\u7684\u91d1\u878d\u673a\u6784\u5bf9\u63a5\u4e5f\u56f0\u96be\u91cd\u91cd\u3002\u6240\u4ee5\u5bb6\u529e\u5e94\u8be5\u8bbe\u7acb\u5728\u5bb6\u65cf\u4e3b\u8981\u8d44\u4ea7\u6240\u5728\u5730\uff0c\u4ee5\u65b9\u4fbf\u7ba1\u7406\u3002<\/p>\n

(2)\u5bb6\u65cf\u6210\u5458\u6240\u5728\u5730<\/strong><\/p>\n

\u5bb6\u529e\u662f\u8981\u4e3a\u5bb6\u65cf\u6210\u5458\u63d0\u4f9b\u751f\u6d3b\u3001\u6559\u80b2\u7b49\u670d\u52a1\u7684\uff0c\u5982\u679c\u5bb6\u65cf\u6210\u5458\u90fd\u5728\u7f8e\u56fd\uff0c\u5bb6\u529e\u8bbe\u7acb\u5728\u65b0\u52a0\u5761\u4e5f\u4e0d\u5408\u7406\uff0c\u65f6\u5dee\u4f1a\u8ba9\u5bb6\u529e\u7684\u4e13\u4e1a\u56e2\u961f\u5f88\u96be\u4e3a\u5bb6\u65cf\u6210\u5458\u63d0\u4f9b\u670d\u52a1\uff0c\u800c\u4e14\u8ddf\u5916\u90e8\u670d\u52a1\u673a\u6784\u4e5f\u65e0\u6cd5\u6709\u6548\u5bf9\u63a5\u3002<\/p>\n

(3)\u7ecf\u6d4e\u3001\u653f\u6cbb\u7a33\u5b9a\u6027\u53ca\u6cd5\u5f8b\u4f53\u7cfb\u662f\u5426\u5065\u5168<\/strong><\/p>\n

\u5bb6\u529e\u7684\u4e3b\u8981\u76ee\u6807\u5c31\u662f\u7ba1\u7406\u5bb6\u65cf\u8d44\u4ea7\u5e76\u4e14\u4f7f\u5176\u4fdd\u503c\u589e\u503c\uff0c\u5982\u679c\u5bb6\u529e\u8bbe\u7acb\u5730\u7ecf\u6d4e\u653f\u6cbb\u90fd\u6781\u4e0d\u7a33\u5b9a\uff0c\u6cd5\u5f8b\u4f53\u7cfb\u4e0d\u5065\u5168\uff0c\u65e0\u6cd5\u4e3a\u5bb6\u65cf\u8d44\u4ea7\u63d0\u4f9b\u6700\u57fa\u672c\u7684\u5236\u5ea6\u4fdd\u969c\uff0c\u8fd9\u4e2a\u5730\u65b9\u5c31\u663e\u7136\u4e0d\u9002\u5408\u8bbe\u7acb\u5bb6\u529e\u6765\u7ba1\u7406\u5bb6\u65cf\u8d44\u4ea7\u3002<\/p>\n

(4)\u91d1\u878d\u884c\u4e1a\u7684\u53d1\u8fbe\u5ea6\u4ee5\u53ca\u4e13\u4e1a\u4eba\u58eb\u7684\u7d20\u8d28<\/strong><\/p>\n

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(5)\u7a0e\u6536\u4f53\u7cfb<\/strong><\/p>\n

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\u53ef\u4ee5\u9884\u89c1\u7684\u662f\uff0c\u968f\u7740\u56fd\u9645\u5c40\u52bf\u65e5\u8d8b\u590d\u6742\uff0c\u51fa\u4e8e\u907f\u9669\u7684\u76ee\u7684\uff0c\u4f34\u968f\u7740\u8d22\u5bcc\u7684\u6d8c\u5165\uff0c\u4f1a\u6709\u8d8a\u6765\u8d8a\u591a\u7684\u5bb6\u529e\u5728\u65b0\u52a0\u5761\u8bbe\u7acb\u3002<\/p>\n

[1] Family Office, The Step Handbook for Advisors Second Edition, Consulting Editor Barbara R Hauser<\/p>\n

[2] \u5bb6\u65cf\u529e\u516c\u5ba4\u767d\u76ae\u4e66\uff0c\u745e\u58eb\u4fe1\u8d37\u96c6\u56e2<\/p>\n

[3] SEC press release (http:\/\/www.sec.gov\/news\/press\/2011\/2011-133.htm)<\/p>\n

\u66f4\u591a\u4fe1\u606f<\/h4>\n

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