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Ocorian:2026年全球家族办公室报告(中译版)(23页).pdf

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1、Ocorians 2026 Global Family Office Report3IntroductionAcross our private wealth offering,there is perhaps no area more dynamic than the family office.Over the past decade,wealth management has undergone a quiet but profound evolutionfrom highly personalised,conciergestyle stewardship of family affai

2、rs to globally integrated institutions offering sophisticated capabilities across multiple jurisdictions and touchpoints.Todays complex private client landscape demands sophistication,globalisation and connection.Family offices have had to professionalise rapidly as a result of their growth but also

3、 because of both market and client demand.But what should not be forgotten is that no matter how institutionalised systems,processes and governance become,were still talking about the assets of families.Real people who have generated,multiplied,safeguarded,invested,distributed and managed their weal

4、th with care and passion precisely because it is theirs.For the 2026 edition of Ocorians Global Family Office Report,weve conducted a global survey that asks questions of those who have family offices and those who work with them.We wanted to know about global growth,current challenges,changing fami

5、ly priorities,the impact of technology and geopolitics,and the role of specialist service providers in knitting all of this together.Weve worked with some specialist partners across these areas,and Im grateful to them for their insights and expertise paired with my private client colleagues all over

6、 the world have also provided vital knowledge and input.The Ocorian Global Family Office Report 2026 is based on collaboration,understanding and alignment and highlights that keeping family offices personal requires more trust,emotional intelligence and market knowledge than ever before.Contents00 I

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1. **全球扩张与挑战**:60%受访家族办公室近5年在不同司法管辖区新增1-2个办公室,主要因家庭成员移居(84%)、税务监管(49%)及地缘政治风险(31%)。96%拥有多个物理办公室,61%观察到家庭成员多国籍/多居住地趋势。 2. **核心挑战**:24%认为跨境税务协调与私募市场监督最困难,61%需优先管理投资组合,59%需完善家族传承计划。82%自信能应对监管,但内部挑战聚焦家族治理(如传承、投资管理)。 3. **代际差异与技术**:98%认为下一代与创始代优先级不同,79%下一代更深度参与投资决策(39%为最终决策者)。51%下一代关注私募市场,42%关注实物资产,35%关注AI投资。 4. **地缘政治与风险**:全球战略竞争加剧,家族办公室需重新分配资产、调整布局。78%有网络事件响应计划,但22%缺失;73%计划增加外包,主因需更专业服务(78%)及成本效益(55%)。 5. **数据与AI**:77%预期AI应用增加,65%计划外包数据管理。核心诉求包括实时数据、跨资产整合报告及AI辅助决策,数据质量成为战略决策前提。
家办如何转型? 地缘风险如何应对? AI如何赋能决策?
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