[市場分析] Driving ESG in Family Offices
(此頁內容只提供英文版本)
ESG Investing brings a positive impact to society, it also creates trillions of dollars of new opportunities. Over the past decades, hundreds of different rules and standards on ESG between regulators, companies and jurisdictions have caused a lot of frictions and confusion in the ESG investments and adoption. Discover how Lioner international Group identifies the existing “gaps” in #SustainableInvestment and considers ESG as an important aspect of succession planning and wealth preservation.
[市場分析] Asia’s Great Wealth Transfer a Challenge for Family Businesses as Baby Boomers Step Down
(此頁內容只提供英文版本)
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.
[媒體訪問] 富人宜設財管信託 解決「有錢煩惱」
「冇錢有煩惱,但有錢亦有煩惱。」對於高資產的人士,亦會面對不少財富管理風險。過去多為高資產提供專業財富管理服務的Lioner合夥人陳家俊表示,公司綜合了保險、信託,以及家族辦公室業務,就不同的客戶提供個人化的財富管理策略,而非針對資產增值服務,是與一般家族辦公室的最大不同。