EPISODE · Oct 27, 2025 · 36 MIN
EP12 傳承不只是分財產，是設計信任的藝術-台灣菁英財管顧問有限公司副總 方士維
from CFP®俱樂部-理財顧問的交流空間 · host 臺灣理財顧問認證協會
台灣菁英財管顧問副總 方士維，以金融產業觀察者的視角，帶你認識正在亞洲興起的「家族辦公室」浪潮。從繼承人爭產案例談起，他指出，真正成功的財富傳承，關鍵不在金額，而在人性、意願與分配的智慧。 在本集節目中你會聽到 ✅ **家族辦公室（SFO／MFO／VFO）的運作與差異 ** **✅ 亞洲5.8兆美元財富傳承潮的市場潛力 ** **✅ CFP®理財顧問如何成為「虛擬家族辦公室」的整合者 ** ✅ 為何資產規劃的核心，是讓愛與信任順利傳承 -- Hosting provided by SoundOn
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EP12 傳承不只是分財產，是設計信任的藝術-台灣菁英財管顧問有限公司副總 方士維
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This episode is 36 minutes long.
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This episode was published on October 27, 2025.
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