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財富與價值觀

如何妥善管理財富，同時體現價值觀與責任？本頁提供有關三個關鍵問題的資訊及背景分析：如何將財富與責任順利傳承予下一代？如何在實現財務回報的同時，貫徹個人價值觀？以及如何善用財富，以針對性的方式惠及環境與社會？我們有關傳承、可持續發展投資及慈善事業的專題文章，說明財富增值與價值觀傳承如何並行不悖。

作為列支敦士登王室家族的私人銀行，LGT近百年來一直由這個已管理及傳承財富多個世代的企業家族引領其發展。這份經驗使其深明，財富的意義並不止於財務回報。

Insights《洞悉》聚焦三大範疇：

財富傳承：我們的專題文章闡述企業家族如何在財富傳承、實踐企業家精神及建立家族慈善事業方面，釐清角色、決策流程及協作方式。主題包括家族管治、新世代財富規劃，以及與家族財富策略相關的稅務及繼承法議題。
以價值觀為本的投資：另一重點範疇探討如何在追求財務回報的同時，貫徹個人價值觀。可持續發展投資及影響力投資說明如何針對性地運用資本，以應對各種環境及社會挑戰，例如氣候變化或社會不平等。
融入價值觀：此重點範疇探討如何策略性地確立個人價值觀，並將其有效付諸實行。透過王室家族的全球影響力投資平台Lightrock，以及LGT公益創投，形成一個結合投資資本、慈善事業及可量化環境和社會影響的生態系統。

Succession rarely fails on the day control changes hands. The most damaging mistakes tend to come earlier - often in the form of assumptions that can prevent families from making difficult but necessary decisions. Here are four of the most common.

Is art the most beautiful form of investment? Yes - but only if it genuinely brings you joy. It should never be bought purely for financial reasons, says Jennifer Greenland-Pessina, Art Advisory Specialist at LGT. She explains what collectors should consider - from appraisals and provenance to...

How can investors assess and address nature risks and opportunities, such as ecosystem resilience and nature loss, within their investment process?

Nature quietly underwrites the global economy, and investors are beginning to embed the material financial risks and dependencies associated into their investment decisions. We take a look at how biodiversity is reshaping stewardship - and where the opportunities lie.

Around EUR 400 billion is inherited or gifted in Germany every year - yet many entrepreneurial families would rather remain silent than tackle the issue. Wealth planning expert Dietmar Arzner explains why silence can be dangerous and why time is of the essence when it comes to succession.

Whether a business handover succeeds is often decided long before the contracts are signed. Asking three fundamental questions early in the process can greatly improve the odds of a successful transition.

Why potential successors strike out on their own, and how the family company can benefit.

Many would-be entrepreneurs spend years waiting for that one brilliant idea. But successful businesses rarely start with a flash of inspiration. More often, they start with a feel for the market, curiosity and the courage to take the plunge.

Rewilding restores the natural dynamics of damaged ecosystems. We explain why key species, such as rhinos, play a central role in this process, and why successful conservation projects can only be achieved in partnership with the local population.

From Wall Street insiders to self-made investors, finfluencers are reshaping how people learn about money. But in a digital world filled with hype and misinformation, credibility has become just as valuable as financial know-how.

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財富與價值觀

Four assumptions that can derail succession

Investing in art?

Investing in nature?

"Silence is the most expensive succession strategy"

Ready for succession? Three questions to ask before the handover

Choosing not to join the family business - at least initially

You don't need a brilliant idea to start a business

Rewilding: Bringing back the wilderness

Six finfluencers you should know

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