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| Title: | 吸引家族辦公室設立因素探討：以新加坡為個案探討對象
Exploring Factors for Attracting Family Office Establishments: A Case Study of Singapore |
| Authors: | 謝欣穎
Hsieh, Hsin-Ying |
| Contributors: | 周冠男
柯冠成
Chou, Robin K
Ko, Kuan-Cheng
謝欣穎
Hsieh, Hsin-Ying |
| Keywords: | 家族辦公室
高淨值個人
全球商業投資者計劃
稅務優惠
新加坡
Family Office
HNWI
GIP
Tax Incentives
Singapore |
| Date: | 2024 |
| Issue Date: | 2024-10-04 10:43:27 (UTC+8) |
| Abstract: | 本研究以新加坡為案例，探討其在吸引全球家族辦公室設立上的成功因素。家族辦公室作為高淨值家族資產管理的核心機制，不僅涵蓋投資、財務、稅務與遺產規劃，更促進家族企業的長期發展與傳承。新加坡憑藉其具吸引力的稅務政策、完善的法規體系與專業人才吸引力，成為亞太地區家族辦公室的首選設立熱點。新加坡政府推出的全球商業投資者計劃（Global Investor Programme, GIP）通過提供永久居留與稅收優惠，吸引了大量外來資金，推動新加坡成為全球財富管理的重要樞紐，進一步鞏固其在全球財富管理市場中的地位。
台灣在家族辦公室的發展上亦展現出潛力。儘管當前尚有一些可進一步優化的空間，如法規環境的強化、稅務政策的調整及專業人才的吸引與培育，台灣具有發展家族辦公室的良好基礎，尤其在半導體等高科技產業中擁有全球競爭力，高淨值人士及資產部位皆快速增加與成長。未來若能強化法規環境、調整稅務政策並培育專業人才，台灣有望吸引更多國際高淨值家族，提升其在全球財富管理市場中的地位。透過借鑒新加坡的成功經驗，台灣可以進一步提升自身的政策競爭力，吸引更多國際高淨值家族設立辦公室，並藉此促進本地財富管理市場的蓬勃發展。
本文基於文獻回顧和個案分析，提出具體政策建議，旨在協助台灣進一步強化家族辦公室的發展潛力。未來台灣若能在政策設計、稅務優惠及專業人才培育方面加以完善，將有助於提升其在全球家族財富管理市場中的競爭優勢，並促使台灣家族企業的可持續成長與國際化發展。
This study uses Singapore as a case to examine the factors behind its success in attracting global family offices. As a key mechanism for managing high-net-worth family assets, family offices not only handle investment, finance, tax, and estate planning but also support long-term business growth and succession. Singapore, with its favorable tax policies, strong regulatory framework, and professional talent, has become a leading hub for family offices in the Asia-Pacific region. Through its Global Investor Programme (GIP), offering permanent residency and tax incentives, Singapore has attracted significant foreign capital, solidifying its role in global wealth management.
Taiwan also shows promise in developing family offices. With its strengths in high-tech industries like semiconductors and a growing base of high-net-worth individuals, Taiwan has a solid foundation for growth. By enhancing its regulatory environment, adjusting tax policies, and developing professional talent, Taiwan can attract more international family offices and strengthen its position in the global wealth management market. Drawing from Singapore's success, Taiwan can boost its competitiveness and promote local wealth management development.
Based on literature review and case analysis, this study offers specific policy recommendations to help Taiwan enhance its potential in family office development, improve competitiveness, and foster sustainable growth in family businesses. |
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| Description: | 碩士
國立政治大學
國際金融碩士學位學程
111ZB1070 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0111ZB1070 |
| Data Type: | thesis |
| Appears in Collections: | [國際金融碩士學位學程] 學位論文
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