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市場調查報告書

Insight Report:經營家族企業

Insight Report: Running a Family Business

出版商 Wealthinsight 商品編碼 318022
出版日期 內容資訊 英文 68 Pages
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Insight Report:經營家族企業 Insight Report: Running a Family Business
出版日期: 2014年10月31日 內容資訊: 英文 68 Pages
簡介

家族企業(同族經營產業),是以私有財產創造的基本供給來源,促進全球經濟的機動力。

本報告提供全球家族企業(同族經營產業)調查分析,以已開發國家、新興經濟國中資產管理者的作用為焦點,提供主要趨勢、產業集中、擁有者的資產、繼任者培養等相關驗證等,有系統的資訊。

第1章 簡介

第2章 摘要整理

第3章 全球家族企業趨勢概要

  • 對資產管理者的主要商務機會
  • 已開發國家、開發中國家的家族企業

第4章 先進經濟國

  • 家族企業的主要趨勢
  • 家族企業的產業集中
    • 美國
    • 加拿大
    • 英國
    • 德國
    • 澳洲
    • 新加坡
  • 家族傳承
  • 家族企業上資產管理所扮演的角色
  • 主要的問題點與課題

第5章 新興經濟國

  • 家族企業的背景和主要趨勢
  • 家族企業的產業集中
    • 中國
    • 菲律賓
    • 馬來西亞
    • 墨西哥
    • 印度
    • 印尼
  • 繼承人繼承
  • 家族企業上資產管理所扮演的角色
  • 主要的問題點與課題

第6章 關於 WealthInsight

圖表

目錄
Product Code: WI0015FR

This report provides insights into family businesses and the role of wealth managers in key developed and emerging economies. It analyzes key market trends, industry concentration, family business owners' wealth, succession planning, and the role of wealth managers in family businesses. The report also highlights new market opportunities for wealth managers and private bankers in the developed and emerging economies studied. It uses WealthInsight's proprietary HNWI database comprising 100,000 individuals.

Summary

Family businesses continue to be a fundamental source of private wealth creation, and a key engine driving the world economy. Despite their dominance, the topic is relatively underresearched in terms of wealth management due to a lack of official data. Family businesses in developing countries are typically first-generation firms, whereas those in Europe are more likely to be in their fourth or fifth generations. Demand for wealth management is higher from family businesses in developed economies, as business owners in developing economies prefer to limit the entry of external advisors. The report also highlights that succession planning services are gaining prominence in developed economies, representing new opportunities for wealth managers and private bankers.

Scope

The report includes the following:

  • A global snapshot of family business dynamics
  • Key market trends and industry concentration of family businesses in selected developed and emerging economies
  • Family succession and the role of wealth managers in key developed and emerging economies
  • Key issues and challenges facing family firms in selected developed and emerging economies

Reasons To Buy

  • Make robust business decisions and build better business strategies using the latest insight information on the role of wealth management in family businesses.
  • Understand the importance of family businesses and the role of wealth mangers in advising family firms' assets and succession planning, and address the implications of these issues in the wealth management sector.
  • Be informed about key market trends relating to family businesses in selected developed and emerging economies, and address each accordingly.
  • Understand the industry concentration of family businesses in both developed and emerging economies, as well family business owners' wealth and succession planning, and develop the latest strategies to meet clients' needs.

Table of Contents

1. Introduction

  • 1.1. What is This Report About
  • 1.2. Definitions and Scope

2. Executive Summary

3. Global Snapshot of Family Business Dynamics

  • 3.1. Key Business Opportunities for Wealth Managers
  • 3.2. Family Businesses in Developed and Developing Economies

4. Developed Economies

  • 4.1. Key Trends in Family Businesses
  • 4.2. Industry Concentration of Family Businesses
    • 4.2.1. The US
    • 4.2.2. Canada
    • 4.2.3. The UK
    • 4.2.4. Germany
    • 4.2.5. Australia
    • 4.2.6. Singapore
  • 4.3. Family Succession
  • 4.4. The Role of Wealth Management in Family Business
  • 4.5. Key Issues and Challenges

5. Emerging Economies

  • 5.1. Background and Key Trends in Family Businesses
  • 5.2. Industry Concentration of Family Businesses
    • 5.2.1. China
    • 5.2.2. The Philippines
    • 5.2.3. Malaysia
    • 5.2.4. Mexico
    • 5.2.5. India
    • 5.2.6. Indonesia
  • 5.3. Family Succession
  • 5.4. The Role of Wealth Management in Family Business
  • 5.5. Key Issues and Challenges

6. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Family-Owned Firms' Growth Potential in Developed and Emerging Markets, 2014
  • Table 3: Competitive Benchmarking for Family Businesses in Developed and Emerging Economies
  • Table 4: Ease of Doing Business Rankings for Developed and Emerging Economies, 2013
  • Table 5: Cultural Influence on Family Businesses in Developed and Emerging Economies
  • Table 6: Developed Economies - Family Business Frequency by Country, 2012
  • Table 7: Developed Economies - Family Businesses' Contribution to National GDP (%), 2012
  • Table 8: Key Business Families in the US by Industry, 2014
  • Table 9: Key Business Families in Canada by Industry, 2013
  • Table 10: Key Business Families in the UK by Industry, 2014
  • Table 11: Key Business Families in Germany by Industry, 2014
  • Table 12: Key Business Families in Australia by Industry, 2014
  • Table 13: Key Business Families in Singapore by Industry, 2014
  • Table 14: Developed Economies - Wealth Management Services for Family Businesses
  • Table 15: Developed Economies - Major Family Offices by AuM (US$ Million), 2012-2013
  • Table 16: Developed Economies - Key Strategies to Target Succession Planning Services for Family-Owned Business
  • Table 17: Emerging Economies - Family Business Weightage by Country, 2012
  • Table 18: Emerging Economies - Family Business Contribution to National GDP (%), 2012
  • Table 19: Key Business Families in China by Industry, 2014
  • Table 20: Key Business Families in the Philippines by Industry, 2014
  • Table 21: Key Business Families in Malaysia by Industry, 2014
  • Table 22: Key Business Families in Mexico by Industry, 2014
  • Table 23: Key Business Families in India by Industry, 2014
  • Table 24: Key Business Families in Indonesia by Industry, 2014
  • Table 25: Emerging Economies - Wealth Management Services for Family Businesses
  • Table 26: Emerging Economies - Domestic Wealth Management Services for Family Businesses
  • Table 27: Emerging Economies - Examples of Islamic Banks

List of Figures

  • Figure 1: Developed Economies - Family Business Owners by Age Band, 2013
  • Figure 2: Developed Economies - Family Business Owners by Gender, 2013
  • Figure 3: Industry Concentration of Family Businesses in the US, 2013
  • Figure 4: Industry Concentration of Family Businesses in Canada, 2013
  • Figure 5: Industry Concentration of Family Businesses in the UK, 2013
  • Figure 6: Industry Concentration of Family Businesses in Germany, 2013
  • Figure 7: Industry Concentration of Family Businesses in Australia, 2013
  • Figure 8: Industry Concentration of Family Businesses in Singapore, 2013
  • Figure 9: Emerging Economies - Family Business Owners by Age Band, 2013
  • Figure 10: Emerging Economies - Family Business Owners by Gender, 2013
  • Figure 11: Industry Concentration of Family Businesses in China, 2013
  • Figure 12: Industry Concentration of Family Businesses in the Philippines, 2013
  • Figure 13: Industry Concentration of Family Businesses in Malaysia, 2013
  • Figure 14: Industry Concentration of Family Businesses in Mexico, 2013
  • Figure 15: Industry Concentration of Family Businesses in India, 2013
  • Figure 16: Industry Concentration of Family Businesses in Indonesia, 2013
  • Figure 17: Emerging Economies - Real GDP Growth, 2003-2013
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