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Deloitte Taiwan Calls for Stronger Family Office Framework to Support Sustainable Succession

1 reports · First detected 2026-07-08 · Last active 2026-07-08

Taiwan’s high-net-worth families face growing needs in business succession, asset allocation and intergenerational governance. Family offices can integrate investment, tax, legal and philanthropic planning. Deloitte Taiwan said the lack of a clear legal status and tax incentives impedes the compliant development of such services and could drive family assets and professional talent to overseas markets.

At the 2026 Asia Asset Management Forum, Deloitte Taiwan family office services leader and senior accountant Wang Jui-hung outlined four priorities: establishing a legal foundation, cultivating professional talent, offering tax incentives and developing innovative succession tools. The proposals are intended to create a compliant operating environment and keep capital in Taiwan. The report did not disclose specific incentive amounts or an implementation date.

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1 original reports
CTEE.COM.TW 2026-07-08
2026亞資高峰論壇》勤業眾信家族辦公室服務負責人暨資深會計師王瑞鴻：完善制度 深耕家辦永續長存

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The history behind this event
Taiwan Develops Industry-Focused Family Office Model2026-06-16 · 1 reports · similarity 0.83

Family offices provide wealthy families with an integrated platform for investment, tax, legal and succession services. They are also a key part of the Financial Supervisory Commission's initiative to establish Taiwan as an Asian asset-management hub. Under Wealth Management 2.0 rules, high-net-worth clients must have at least NT$100 million in net investable assets and insurance product value. For Taiwan's family-owned businesses, the central concern is succession of the company and its equity, rather than wealth management alone.

On June 17, 2026, Deloitte Taiwan family office services leader and senior accountant Wang Jui-Hung said Taiwan did not need to copy the Hong Kong or Singapore models and should instead draw on its existing industrial strengths to develop a local approach. In practice, Deloitte Taiwan could form strategic partnerships with banks qualified under Wealth Management 2.0, using a “virtual family office” to integrate tax, legal, equity and financial services. The model would help families retain management control and achieve sustainable growth.

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