貝萊德家辦調查：治理首度超越報酬，成為最大挑戰
Business Wire (via FinancialContent) · 2026-10-21
貝萊德與Preqin調查美洲逾200家單一家辦、合計近5,000億美元可投資資產：近30%視治理與決策為首要挑戰，已超越投資報酬；近三成將加碼基礎建設，約三分之二的次世代仍少參與投資決策。背景是2048年前約124兆美元的財富移轉。
學習單字
- investable assets可投資資產：扣除自住房產等後，可用於投資配置的金融資產
- exit environment出場環境，指IPO、併購等退出管道的熱度
- risk-adjusted returns風險調整後報酬
BlackRock research finds generational divide among family offices amid $124 trillion wealth transfer
BlackRock and Preqin surveyed 200+ Americas single family offices with nearly $500bn in investable assets. Nearly 30% now rank governance and decision-making as the top challenge, ahead of returns; nearly three in ten plan more infrastructure, while about two-thirds report little next-gen input — ahead of a $124tn wealth transfer to 2048.