家族辦公室新規四亮點：走出專區、防利益衝突、第三方納管
經濟日報 · 2026-10-26
經濟日報專訪安永家族辦公室負責人林志翔，解析金管會10月發布的銀行家辦顧問業務規範：試辦滿一年的銀行可在全台分行提供服務；明定投資、融資、信託、保險及家族憲章、傳承與公益規劃範圍；要求防範利益衝突，並須明訂與律師、會計師等第三方的合作與收費方式。
Four takeaways from Taiwan's new bank family office advisory rules
Economic Daily News, drawing on EY Family Office head Lin Chih-hsiang, unpacks the FSC's October rules: banks with a year in the pilot can serve clients at branches nationwide; scope spans investment, lending, trust, insurance, family charters, succession and philanthropy; conflicts of interest must be curbed; and third-party partner roles and fees must be formalised.