家族办公室新规四亮点：走出专区、防利益冲突、第三方纳管
经济日报 · 2026-10-26
经济日报专访安永家族办公室负责人林志翔，解析金管会10月发布的银行家办顾问业务规范：试办满一年的银行可在全台分行提供服务；明定投资、融资、信托、保险及家族宪章、传承与公益规划范围；要求防范利益冲突，并须明订与律师、会计师等第三方的合作与收费方式。
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.