Family Office 准备清单Family office preparation checklist

第一次沟通先确认项目结构，不在网页中收集敏感资产信息。Start by mapping project structure. This website does not collect sensitive asset information.

17 年本地团队经验17 years of local team experience中英文沟通Chinese & English

写下家族项目的主要目标，不需要提供敏感资产明细Write down the main family objectives without sensitive asset details列出需要参与决策的家庭成员和顾问List family decision-makers and existing advisers标明主要资产、业务或家庭成员涉及的国家/地区Identify relevant jurisdictions for assets, businesses or family members记录已经接触的银行、律师、税务或基金管理专业机构Record banks, legal, tax or fund-management professionals already involved列出 13O / 13U、迁居、教育或治理方面最先需要确认的问题List the first questions on 13O / 13U, relocation, education or governance