Page 88 - NO.150銀行家雜誌

特別報導
Special Issue

ৌబ၍ଣٙ׼˚ʘ݋

̨ᝄঐщϓމ

࢕ૄ፬ʮ܃อࠠᕄk

台灣的私人財富管理領域有一整個尚待開拓的缺口：家族辦公室。台灣人明
明比較喜歡經營家族企業，理財機構卻還沒有演化出家族辦公室，為企業主
凝聚家族財富，傳承給後代。

撰文：Liam Gibson

灣政府正在思考如何發展及監理家族辦 （Chris Cottorone）對《台灣銀行家》表示：
台 公室（Family Office），目前還不知道台 「問題在於，很少資訊可以顯示全國有多少家

灣的目標，應該設定為滿足台灣人的需求，盡 族辦公室，很難了解該產業目前的規模。」
可能發展為亞太地區的家族辦公室重鎮。台灣
目前很少處理這類業務，家族辦公室大多處於 政府應該將家族辦公室納入法制
新生階段，而且監理也不夠。
目前光是要整理出該產業的全國基本概況 台灣的法律目前還沒像其他地方那樣，
就很困難，為台灣政府提供相關諮詢的陳歷世 把家族辦公室列為一種獨立的投資機構。陳

Can Taiwan become a new hub for family offices?

There is a yawning gap in Taiwan’s private wealth management industry that is waiting
to be filled – family offices. Despite Taiwanese entrepreneurs’ proclivity toward operating
family businesses, a family office ecosystem that then preserves and expands their
hard-won fortunes for future generations has yet to emerge.

aiwan’s government is mulling over how to Even establishing basic facts about Taiwan’s
Tbest regulate and develop family offices, yet it family office scene is hard. “The problem is there is not
remains unclear whether the country should simply a lot of information here about how many family offices

aim to satisfy local demand, or if possible, aim there are, that means it is hard to get a handle on
higher to become a regional hub. Taiwan is starting the scope of the industry here,” Chris Cottorone, who
from a low base. The family office space here is advises Taiwan’s government about family offices, told
nascent and underregulated. The Taiwan Banker.

88 台灣銀行家2022.6月號

1 5% JOEE