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Family Offices

Family offices are professional platforms that integrate investment management, tax planning, trusts, governance and succession planning for wealthy families. Under its initiative to become an Asian asset-management hub, Taiwan has recently promoted a Kaohsiung pilot zone, successive-beneficiary trusts and models linking family offices with industry. Financial institutions and academia have also established think tanks and strengthened talent development and institutional frameworks, while AI, digital assets and technology investments have become key allocation themes. The global transfer of wealth is accelerating, but next-generation succession readiness, family governance and investment risks remain unresolved, making policy implementation and evolving market practices important areas to watch.

24 events · Tracking since 2026-02-23 · Last active 2026-08-31 · crypto 2・fintech 20・ai 2

Key Moments

5 selected

The full history is split into 5 equal periods by event count, taking the most-covered story from each. Coverage rises and falls with the news cycle, so sampling period by period keeps the most recent events from taking everything.

  1. 2026-08-31 Taiwan Financial Firms Flock to Kaohsiung Asset-Management Zone 1 report
  2. 2026-07-02 Kaohsiung Asset-Management Pilot Zone Forges New Model for Finance and Industrial Investment 2 reports
  3. 2026-06-09 $83 Trillion Global Wealth Transfer Puts Taiwan Family Businesses at Succession Crossroads 3 reports
  4. 2 more key moments Sign up to see the full context

Event Timeline

24 related events

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