A Study of Family Office on Asset Management :Evidence from Taiwan
| Autor: | Yung-Chuan Chen, 陳泳銓 |
|---|---|
| Rok vydání: | 2018 |
| Druh dokumentu: | 學位論文 ; thesis |
| Popis: | 106 Over the past ten years, the world''s wealth has grown significantly through the change of policies and economic physique of various countries. In recent years, in order to achieve the purpose of wealth preservation and wealth creation, high asset group customers have use, in addition to the traditional financial goods, they also begin to use trust, foundations, alternative investment products (such as private or investment money, etc.), and art of investment value for asset planning. Moreover, the inheritance issue is not only the preservation and inheritance of wealth, but also the perpetual spread of wealth and family values. Most of the high asset customers in Taiwan are the first generation of hard work. They have worked hard for their career development for a long time, accumulated considerable wealth for their own and family, and now want to pass on the family values and accumulated wealth to the next generation. Therefore, in this study, a questionnaire and case analysis are carried out for the group of high assets with more than 30 million NT assets, to understand the significance and location of the family office in Taiwan''s high asset guest group, and then to know the highest value of the high value guest group expected to be served. The degree of acceptance of family offices in the country, the room for future progress and the direction of transformation or change of domestic financial institutions. |
| Databáze: | Networked Digital Library of Theses & Dissertations |
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