【活动回顾】Beyond Borders：以专业协同与价值传承，赋能全球华人家族新范式

由香港中文大学（CUHK）全球家族企业研究中心主办，澳洲会计师公会（CPA Australia）与香港社会服务联会（HKCSS）等机构联合协办，并由香港特别行政区政府「专业服务协进支援计划」（PASS - Professional Services Advancement Support Scheme）资助的专题研讨会 —— “Beyond Borders: Philanthropy, Impact & Expertise” 圆满举行。

本次活动汇聚法律、税务、信托、财富管理及慈善领域的领军专业人士，共同探讨亚洲慈善事业与家族办公室的发展机遇。Glory Family Heritage James 作为 Noah | Glory 代表发表了题为《财富之外，家族留下什么？》（Beyond Wealth, What Does a Family Leave Behind?）的主题演讲。

核心观点精要

● 传承的核心：不仅是资产交接，更是代际判断力的延续

家族真正需要留给下一代的，是在多变环境中继续“看见风险、理解关系、做出取舍并承担结果”的综合判断能力。资产可以被继承，但家族的治理共识与价值观必须由代际共同创造。

● 公益规划：家族治理的天然“练习场”

在不急于分割核心资产前，公益项目让不同代际得以在真实议题中建立协作机制——共同发现问题、达成取舍并复盘结果。爱心需要专业支撑，专业亦需关爱注入；公益不仅是社会责任，更是家族治理与共识凝聚的重要基石。

● 全球生活（Global Living）：从“进入哪里”到“怎样生活”

全球化布局不仅是获取海外身份，而是涵盖家庭教育、跨境资产、企业延续、家族信托治理、健康保障与社会融入的系统工程。GLORY 始终致力于在跨境生活场景中，协助家族厘清顶层图景，并组织专业跨界协作。

● 香港专业生态：在清晰边界中构建协同网络

在香港这一国际枢纽，法律、税务、信托、保险与财富管理各领域专家各司其职又紧密联动。唯有打破单一视角的局限，在专业边界内恪尽职守，方能为跨境超高净值家族筑牢穿越周期的基石。

感谢香港特别行政区政府 PASS 计划对推动香港专业服务业生态发展的鼎力支持。Glory Family Heritage 将持续携手全球顶尖生态伙伴，以专业匠心陪伴超高净值华人家族行稳致远。

Organised by the CUHK Centre for Global Family Business, in collaboration with HKCSS and CPA Australia, and funded by the Professional Services Advancement Support Scheme (PASS) of the Government of the Hong Kong Special Administrative Region, the symposium "Beyond Borders: Philanthropy, Impact & Expertise" concluded with great success.

Bringing together leading minds across the legal, tax, trust, wealth management, and philanthropy sectors, James, representing Glory Family Heritage, delivered a keynote speech on behalf of Noah | Glory titled "Beyond Wealth: What Does a Family Leave Behind?"

Key Takeaways from the Keynote

● Legacy Beyond Assets: Preserving the Capacity for Sound Judgment

True succession goes beyond transferring financial assets or legal structures. It is about cultivating the next generation’s ability to recognize risks, understand relationships, make disciplined trade-offs, and take accountability for outcomes. While assets can be inherited, governance and core values must be co-created across generations.

● Philanthropy as a Proving Ground for Family Governance

Before addressing the allocation of core family wealth, philanthropy serves as an invaluable practice ground for intergenerational collaboration. It enables family members to identify real-world needs, navigate diverse perspectives, allocate resources within defined boundaries, and review results together. Purpose requires professional discipline, and profession demands genuine care.

● Global Living: From "Where to Enter" to "How to Live"

Global mobility is far more than acquiring residency or citizenship. It is an interconnected journey involving family education, enterprise continuity, cross-border trust governance, comprehensive insurance protection, and social integration. GLORY focuses on helping families construct a holistic blueprint before orchestrating the appropriate cross-disciplinary advisory.

● Hong Kong’s Professional Ecosystem: Synergy Across Boundaries

No single advisory discipline holds all the answers for cross-border UHNW families. The true strength of Hong Kong’s financial and professional hub lies in legal, tax, trust, insurance, wealth management, and philanthropic experts operating within clear boundaries while collaborating seamlessly to safeguard family continuity.

We express our sincere appreciation to the HKSAR Government’s PASS scheme for supporting initiatives that advance Hong Kong’s professional services and family office ecosystem. Glory Family Heritage remains dedicated to working alongside top-tier global partners to guide ultra-high-net-worth families through generational transitions with purpose and clarity.