[市场分析] Asia’s Great Wealth Transfer a Challenge for Family Businesses as Baby Boomers Step Down
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The term baby boomers seems like a misnomer now. Born between 1946 and 1964, they are anything but babies – by 2030, they will all be over the age of 65. That will take a swathe of people out of the workforce and put added pressure on pension systems.
[媒体访问] 富人宜设财管信托 解决「有钱烦恼」
「冇钱有烦恼,但有钱亦有烦恼。」对于高资产的人士,亦会面对不少财富管理风险。过去多为高资产提供专业财富管理服务的Lioner合伙人陈家俊表示,公司综合了保险、信托,以及家族办公室业务,就不同的客户提供个人化的财富管理策略,而非针对资产增值服务,是与一般家族办公室的最大不同。
[媒体访问] Lioner complements financial institutions in the ecosystem
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Lioner’s flexible business model fosters collaboration with private banks and investment banks, asset management firms, insurers, accounting and professional services, enabling it to fill gaps in its own service where they exist. Our Partner Andrew Chan has shared with Asia Private Banker how Lioner can fill this gap by creating a new vision for wealth management and succession planning that is unmatched in the market.