以客戶的角度而言，超過七成的客戶有境外資產，以資產的角度看，四成的資產放在境外，此外可投資資產高達新台幣三千萬到一.五億元的高資產客戶，他們更在意投資及融資機會，對於財富管理業者所提供的加服務，以[法律與稅務資訊]為首要需求。高資產客戶最後目的，希望家族資產能永續綿延的保護方案，家族間成員的資產所有權轉移，贈與，繼承規劃，甚至在法人存續期間所產生的併購，融資，股票上市需求等等， 因此身為企業金融顧問，財富經理人員與團隊必須相當了解客戶個人與企業的需求，透過專業的分析規劃才能更精準為客戶做好短中長期的布局。;One cannot escape tax in one′s life， especially for the rapid， strong and complex structure of the wealth accumulated by high-asset customers. As a manager of a wealth institution， he understands that Taiwan′s current taxation is constantly updated and rapidly changes and the IRS is meticulously inspected. Trends， and then grasp the needs of high-asset customers for asset transfer， reorganization， and inheritance， and then create opportunities for more complete wealth management for high-asset customers. The asset structure of high-asset customers is often more complicated， including company equity， real estate， cash， various financial investments， savings insurance policies， etc. These assets will be held in different investment methods and roles， such as investment and capital in the name of individuals or companies Domestic or overseas， holding time and year， whether to establish trusts or foundations， etc.， general financial institution wealth management services cannot provide customized planning needs for high-asset customers. High-asset customers not only consider years of hard work Wealth accumulation results， more consideration of how to balance the needs of wealth protection and inheritance to the next generation. From the perspective of customers， more than 70% of customers have overseas assets. From the perspective of assets， 40% of their assets are overseas. In addition， high-asset customers with investable assets of up to NT$30 million to NT$150 million ， They are more concerned about investment and financing opportunities. For the additional services provided by wealth management companies， [legal and tax information] is the primary demand. The final goal of high-asset customers is to have a sustainable protection plan for family assets， transfer of asset ownership between family members， donations， succession planning， and even mergers and acquisitions， financing， and stock listing requirements during the existence of a legal person. As corporate financial advisors， wealth managers and teams must have a good understanding of the individual and corporate needs of customers， and only through professional analysis and planning can they better prepare the short-， medium- and long-term layout for customers.
