香港金融管理局：2026超越财富：透过慈善、影响力投资及风险管理推动香港家族办公室生态圈发展报告（英文版）（69页）.pdf

1、Hong Kong Institute for Monetary and Financial ResearchHKIMR Applied Research Report No.1/2026Beyond WealthMarch 2026Advancing Hong Kongs Family Office Ecosystem Through Philanthropy,Impact Investing,and Risk ManagementContentsPagesForeword2Acknowledgements3Executive Summary4Chapter 1Benefitting the

2、 Economy through the Development of the Family Office Ecosystem8The diverse benefits of a vibrant family office ecosystemChapter 2Overview of the Family Office Sector16Mission as a compass for family office functions and prioritiesChapter 3The Family Office Ecosystem in Practice:Evidence from Stakeh

3、olders Survey and Interviews25Shedding light on the family office ecosystem in Hong KongChapter 4FO Incentives,Private Social Investing and Risk Management:Local and Global Perspectives39Relevant policy initiatives across jurisdictionsChapter 5Considerations for Further Developments52Sustaining the

4、growth of the family office ecosystem by reinforcing Hong Kongs unique advantages while developing new capacitiesConclusion59Appendix A:Background of the FO Survey60Appendix B:List of Abbreviations63Appendix C:Glossary of Technical Terms65Appendix D:References662Beyond WealthForewordThe global finan

5、cial services industry is evolving rapidly as affluent families increasingly seek tailored wealth management solutions that reflect both financial aspirations and personal goals.Family offices(FOs)have emerged as key players in this evolving landscape,offering customised services that help families

6、achieve goals such as investment growth and asset protection.Beyond financial objectives,families increasingly align their wealth with sustainability and social responsibility objectives amid global challenges,prompting FOs to consider private social investments,which are strategies for deploying ca