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.