{"id":37849,"date":"2024-05-09T14:36:10","date_gmt":"2024-05-09T06:36:10","guid":{"rendered":"https:\/\/vertu.com\/?p=37849"},"modified":"2024-05-09T14:36:10","modified_gmt":"2024-05-09T06:36:10","slug":"%d8%a3%d8%b3%d8%a7%d9%84%d9%8a%d8%a8-%d8%a7%d8%aa%d8%ae%d8%a7%d8%b0-%d8%a7%d9%84%d9%82%d8%b1%d8%a7%d8%b1%d8%a7%d8%aa-%d8%a7%d9%84%d8%a7%d8%b3%d8%aa%d8%ab%d9%85%d8%a7%d8%b1%d9%8a%d8%a9-%d9%81%d9%8a","status":"publish","type":"post","link":"https:\/\/legacy.vertu.com\/ar\/%d9%86%d9%85%d8%b7-%d8%a7%d9%84%d8%ad%d9%8a%d8%a7%d8%a9\/%d8%a3%d8%b3%d8%a7%d9%84%d9%8a%d8%a8-%d8%a7%d8%aa%d8%ae%d8%a7%d8%b0-%d8%a7%d9%84%d9%82%d8%b1%d8%a7%d8%b1%d8%a7%d8%aa-%d8%a7%d9%84%d8%a7%d8%b3%d8%aa%d8%ab%d9%85%d8%a7%d8%b1%d9%8a%d8%a9-%d9%81%d9%8a\/","title":{"rendered":"\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629: \u0645\u0646\u0627\u0647\u062c \u0627\u062a\u062e\u0627\u0630 \u0627\u0644\u0642\u0631\u0627\u0631\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0641\u064a \u0623\u0641\u0636\u0644 \u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629"},"content":{"rendered":"<p>\u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0639\u0627\u0626\u0644\u0627\u062a \u0641\u0627\u0626\u0642\u0629 \u0627\u0644\u062b\u0631\u0627\u0621\u060c <strong>\u0627\u0633\u062a\u062b\u0645\u0627\u0631<\/strong> \u063a\u0627\u0644\u0628\u064b\u0627 \u0645\u0627 \u064a\u064f\u0646\u0638\u0631 \u0625\u0644\u064a\u0647 \u0639\u0644\u0649 \u0623\u0646\u0647 <strong>family office's<\/strong> (\u064a\u0634\u0627\u0631 \u0625\u0644\u064a\u0647\u0627 \u0628\u0627\u0633\u0645 &quot;FO&quot;) <strong>\u0627\u0644\u0648\u0638\u064a\u0641\u0629 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629<\/strong>\u060c \u0648\u0623\u062d\u062f \u0627\u0644\u0639\u0648\u0627\u0645\u0644 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u062d\u062f\u062f \u0646\u062c\u0627\u062d \u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a.<\/p>\n<p>\u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0627\u0644\u062d\u0627\u0644\u064a\u060c \u064a\u062a\u0632\u0627\u064a\u062f \u0639\u062f\u062f \u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u062f\u064a\u0631 \u0645\u062d\u0627\u0641\u0638 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0645\u062a\u0639\u062f\u062f\u0629 \u0627\u0644\u0623\u0635\u0648\u0644 \u062a\u0645\u062a\u062f \u0639\u0628\u0631 \u0627\u0644\u0623\u0633\u0648\u0627\u0642 \u0627\u0644\u0639\u0627\u0644\u0645\u064a\u0629. \u0648\u0645\u0646 \u0627\u0644\u062c\u062f\u064a\u0631 \u0628\u0627\u0644\u0630\u0643\u0631 \u0623\u0646 \u0639\u0645\u0644\u064a\u0629 \u0627\u062a\u062e\u0627\u0630 \u0627\u0644\u0642\u0631\u0627\u0631 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a \u062a\u062a\u0633\u0645 \u0628\u0645\u0633\u062a\u0648\u0649 \u0645\u0639\u064a\u0646 \u0645\u0646 \u0627\u0644\u062a\u0639\u0642\u064a\u062f. \u0648\u0642\u062f \u064a\u0643\u0648\u0646 \u0641\u0634\u0644 \u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0641\u064a \u062a\u062d\u0642\u064a\u0642 \u0639\u0648\u0627\u0626\u062f \u0645\u0633\u062a\u0647\u062f\u0641\u0629 \u0648\u0627\u0644\u062a\u0642\u0644\u0628\u0627\u062a \u063a\u064a\u0631 \u0627\u0644\u0645\u062a\u0648\u0642\u0639\u0629 \u0641\u064a \u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0631\u0627\u062c\u0639\u064b\u0627 \u0625\u0644\u0649 \u0627\u0644\u0627\u0641\u062a\u0642\u0627\u0631 \u0625\u0644\u0649 \u0639\u0645\u0644\u064a\u0629 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0642\u0648\u064a\u0629 \u0648\u062e\u0628\u0631\u0629 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u062f\u0627\u062e\u0644 \u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/vertu-glass.oss-cn-hangzhou.aliyuncs.com\/\/2022\/8\/15\/9\/49\/16\/924446\/admin.center-file-1-32-1660528156.631.gif\" alt=\"\u0635\u0648\u0631\u0629\" data-sider-select-id=\"c417c07c-8311-49c2-a4dd-f779ec341c2e\" \/><\/p>\n<p>\u0641\u0643\u064a\u0641 \u062a\u062a\u062e\u0630 \u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u0627\u062a \u0627\u0644\u0643\u0628\u0631\u0649 \u0642\u0631\u0627\u0631\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u061f<\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/vertu-glass.oss-cn-hangzhou.aliyuncs.com\/\/2022\/8\/30\/10\/49\/17\/685850\/admin.center-file-1-32-1661827757.638.jpg\" alt=\"\u0635\u0648\u0631\u0629\" data-sider-select-id=\"0d16b5d0-952e-4ba0-9aa1-41f13793dace\" \/><\/p>\n<p>\u0639\u0646\u062f \u062a\u0642\u064a\u064a\u0645 \u062c\u0627\u0647\u0632\u064a\u0629 \u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a \u0648\u0645\u0644\u0627\u0621\u0645\u062a\u0647 \u0644\u0644\u0642\u062f\u0631\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629\u060c \u064a\u0646\u0628\u063a\u064a \u0639\u0644\u064a\u0647 \u0623\u0648\u0644\u0627\u064b \u0623\u0646 \u064a\u0633\u0623\u0644 \u0646\u0641\u0633\u0647 \u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u062b\u0644\u0627\u062b\u0629 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0627\u0644\u062a\u0627\u0644\u064a\u0629:<\/p>\n<p>\u2022 \u0647\u0644 \u0647\u0646\u0627\u0643 \u0639\u0645\u0644\u064a\u0629 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0635\u0627\u0631\u0645\u0629 \u0648\u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u0643\u0631\u0627\u0631\u060c \u0648\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0648\u0627\u0636\u062d\u0629 \u062a\u062a\u0645 \u0645\u0631\u0627\u062c\u0639\u062a\u0647\u0627 \u0628\u0627\u0646\u062a\u0638\u0627\u0645\u060c \u0648\u062a\u0642\u064a\u064a\u0645\u0627\u062a \u0623\u062f\u0627\u0621 \u0645\u0646\u062a\u0638\u0645\u0629 \u062a\u062a\u0639\u0644\u0642 \u0628\u0627\u0644\u0645\u0639\u064a\u0627\u0631 \u0627\u0644\u0645\u0631\u062c\u0639\u064a \u0627\u0644\u0645\u062d\u062f\u062f \u0645\u0633\u0628\u0642\u064b\u0627\u061f<\/p>\n<p>\u2022 \u0647\u0644 \u0644\u062f\u064a\u0643 \u0627\u0644\u062e\u0628\u0631\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0627\u0644\u062f\u0627\u062e\u0644\u064a\u0629 \u0648\u0627\u0644\u062e\u0627\u0631\u062c\u064a\u0629 \u0648\u0627\u0644\u0645\u0648\u0638\u0641\u064a\u0646 \u0648\u0627\u0644\u0645\u062d\u062a\u0648\u0649 \u0648\u0627\u0644\u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0627 \u0627\u0644\u0644\u0627\u0632\u0645\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0643\u0645\u064a\u0629 \u0648\u0627\u0644\u0646\u0648\u0639 \u0648\u062a\u0639\u0642\u064a\u062f \u0627\u0644\u0623\u0635\u0648\u0644 \u0642\u064a\u062f \u0627\u0644\u0625\u062f\u0627\u0631\u0629 (AUM) \u0628\u0634\u0643\u0644 \u0635\u062d\u064a\u062d\u061f<\/p>\n<p>\u2022 \u0647\u0644 \u062a\u062a\u0648\u0627\u0635\u0644 \u0628\u0634\u0643\u0644 \u0641\u0639\u0627\u0644 \u0645\u0639 \u0641\u0631\u064a\u0642 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0648\u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u062e\u0627\u0631\u062c\u064a\u064a\u0646 \u0648\u0623\u0641\u0631\u0627\u062f \u0627\u0644\u0639\u0627\u0626\u0644\u0629\u061f<\/p>\n<h2 data-sider-select-id=\"27d11822-d425-470e-95ed-50234929ee4f\">01 \u0627\u0644\u0633\u0624\u0627\u0644 \u0627\u0644\u0623\u0635\u0644\u064a<\/h2>\n<p>\u0647\u0646\u0627\u0643 \u0633\u062a\u0629 \u0639\u0646\u0627\u0635\u0631 \u0645\u0634\u062a\u0631\u0643\u0629 \u0641\u064a \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u062f\u0627\u062e\u0644\u064a \u0623\u0648 \u0627\u0644\u062e\u0627\u0631\u062c\u064a \u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u0629:<\/p>\n<ol>\n<li>Investment Policy Statement (IPS), which specifies the specific goals, time frame, and benchmarks of the family's investment portfolio;<\/li>\n<li>\u062e\u0637\u0629 \u062a\u0648\u0632\u064a\u0639 \u0627\u0644\u0623\u0635\u0648\u0644 \u0627\u0644\u062a\u064a \u062a\u0639\u0643\u0633 \u0645\u062f\u0649 \u062a\u062d\u0645\u0644 \u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u062d\u0642\u064a\u0642\u064a \u0644\u0623\u0641\u0631\u0627\u062f \u0627\u0644\u0623\u0633\u0631\u0629\u061b<\/li>\n<li>\u0628\u0646\u0627\u0621 \u0645\u062d\u0641\u0638\u0629 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0641\u0639\u0627\u0644\u0629\u060c \u0627\u0633\u062a\u0646\u0627\u062f\u064b\u0627 \u0625\u0644\u0649 \u062a\u062d\u0644\u064a\u0644 \u0623\u0628\u062d\u0627\u062b \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u062f\u0642\u064a\u0642\u0629 \u0648\u0645\u0631\u0627\u0642\u0628\u0629 \u0645\u0633\u062a\u0645\u0631\u0629\u061b<\/li>\n<li>\u0625\u0639\u062f\u0627\u062f \u062a\u0642\u0627\u0631\u064a\u0631 \u0623\u062f\u0627\u0621 \u0645\u062a\u0639\u0645\u0642\u0629 \u0628\u0634\u0643\u0644 \u0645\u0646\u062a\u0638\u0645\u060c \u0645\u0642\u0627\u0628\u0644 \u0627\u0644\u0645\u0639\u0627\u064a\u064a\u0631 \u0648\u0627\u0644\u0623\u0647\u062f\u0627\u0641.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/vertu-glass.oss-cn-hangzhou.aliyuncs.com\/\/2022\/8\/30\/10\/49\/17\/3297548\/admin.center-file-1-32-1661827757.632.jpg\" alt=\"\u0635\u0648\u0631\u0629\" data-sider-select-id=\"678643bd-9a7d-40c1-867d-fcdd11ce0975\" \/><\/p>\n<p><strong>5. \u0645\u0645\u0627\u0631\u0633\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0644\u0625\u062f\u0627\u0631\u0629 \u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0647\u0628\u0648\u0637 \u0648\u0627\u0644\u062a\u0642\u0644\u0628\u0627\u062a \u0627\u0644\u0645\u0641\u0631\u0637\u0629<\/strong><\/p>\n<p><strong>6. \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u062a\u062e\u0627\u0630 \u0627\u0644\u0642\u0631\u0627\u0631 \u0648\u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0627\u0644\u0648\u0627\u0636\u062d\u0629<\/strong><\/p>\n<p>\u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629\u060c \u064a\u0639\u062f \u0628\u064a\u0627\u0646 \u0633\u064a\u0627\u0633\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 (IPS) \u0648\u062b\u064a\u0642\u0629 \u0623\u0633\u0627\u0633\u064a\u0629 \u062a\u062a\u0636\u0645\u0646:<\/p>\n<p>\u2022 Defining the family's investment process<\/p>\n<p>\u2022 \u062a\u062d\u062f\u064a\u062f \u0645\u0639\u0627\u064a\u064a\u0631 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u060c \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 \u0627\u0644\u062d\u062f\u0648\u062f \u0627\u0644\u0645\u0641\u0631\u0648\u0636\u0629 \u0639\u0644\u0649 \u0627\u0644\u0645\u0648\u0627\u0642\u0641 \u0627\u0644\u0641\u0631\u062f\u064a\u0629 \u0648\u0627\u0644\u062a\u0639\u0631\u0636 \u0644\u0644\u0633\u0648\u0642<\/p>\n<p>\u2022 \u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0645\u0633\u0624\u0648\u0644\u064a\u0627\u062a \u0648\u0627\u0644\u0635\u0644\u0627\u062d\u064a\u0627\u062a \u0648\u0647\u064a\u0643\u0644 \u0644\u062c\u0646\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631<\/p>\n<p>\u2022 \u062a\u062d\u062f\u064a\u062f \u0648\u062a\u064a\u0631\u0629 \u0625\u0639\u0627\u062f\u0629 \u0627\u0644\u062a\u0648\u0627\u0632\u0646 \u0644\u0644\u0645\u062d\u0641\u0638\u0629<br \/>\n\u2022 \u0648\u0636\u0639 \u0645\u0639\u0627\u064a\u064a\u0631 \u0627\u0644\u0623\u062f\u0627\u0621 \u0627\u0644\u0645\u0631\u062c\u0639\u064a\u0629<\/p>\n<p>\u0628\u0627\u0644\u0625\u0636\u0627\u0641\u0629 \u0625\u0644\u0649 \u0630\u0644\u0643\u060c \u064a\u062d\u062f\u062f \u0628\u064a\u0627\u0646 \u0633\u064a\u0627\u0633\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0623\u064a\u0636\u064b\u0627 \u0623\u062f\u0648\u0627\u0631 \u0648\u0645\u0633\u0624\u0648\u0644\u064a\u0627\u062a \u0627\u0644\u0645\u0648\u0638\u0641\u064a\u0646 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u0623\u0635\u0648\u0644 \u0648\u0627\u0644\u0623\u0645\u0646\u0627\u0621 \u0648\u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646. <strong>\u062a\u0648\u0641\u0631 \u0639\u0645\u0644\u064a\u0629 \u062a\u0637\u0648\u064a\u0631 \u0628\u064a\u0627\u0646 \u0633\u064a\u0627\u0633\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0641\u0631\u0635\u0629 \u0641\u0631\u064a\u062f\u0629 \u0644\u0623\u0641\u0631\u0627\u062f \u0627\u0644\u0639\u0627\u0626\u0644\u0629 \u0648\u0645\u0648\u0638\u0641\u064a \u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a \u0648\u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u064a\u0646<\/strong> \u0627\u0644\u0645\u0634\u0627\u0631\u0643\u0629 \u0641\u064a \u0645\u0646\u0627\u0642\u0634\u0627\u062a \u0645\u0639\u0645\u0642\u0629 \u062d\u0648\u0644 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u0627\u062a. \u0643\u0645\u0627 \u064a\u0646\u0628\u063a\u064a \u0623\u0646 \u064a\u0639\u0632\u0632 \u0627\u0644\u062d\u0648\u0627\u0631 \u0627\u0644\u0646\u0642\u062f\u064a \u0648\u0623\u0646 \u062a\u062a\u0645 \u0645\u0631\u0627\u062c\u0639\u062a\u0647 \u0645\u0631\u0629 \u0648\u0627\u062d\u062f\u0629 \u0639\u0644\u0649 \u0627\u0644\u0623\u0642\u0644 \u0633\u0646\u0648\u064a\u064b\u0627 \u0644\u064a\u0639\u0643\u0633 \u0638\u0631\u0648\u0641 \u0627\u0644\u0633\u0648\u0642 \u0648\u0627\u0644\u062a\u063a\u064a\u0631\u0627\u062a \u0641\u064a \u0623\u0647\u062f\u0627\u0641 \u0627\u0644\u0623\u0633\u0631\u0629 \u0648\u0627\u0644\u062e\u0628\u0631\u0629 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0645\u062d\u0641\u0638\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631.<\/p>\n<h2 data-sider-select-id=\"fba09c26-2698-4998-8846-0556b3490384\">02 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631<\/h2>\n<p>\u0648\u0642\u062f \u0623\u0643\u062f\u062a \u0639\u062f\u062f \u0643\u0628\u064a\u0631 \u0645\u0646 \u0627\u0644\u062f\u0631\u0627\u0633\u0627\u062a \u0627\u0644\u0623\u0643\u0627\u062f\u064a\u0645\u064a\u0629 \u0623\u0647\u0645\u064a\u0629 \u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0623\u0635\u0648\u0644 \u0648\u0623\u062b\u0631\u0647\u0627 \u0639\u0644\u0649 \u0639\u0648\u0627\u0626\u062f \u0627\u0644\u0645\u062d\u0641\u0638\u0629 \u0648\u062a\u0642\u0644\u0628\u0627\u062a\u0647\u0627. \u0648\u064a\u062a\u0636\u0645\u0646 \u0646\u0645\u0648\u0630\u062c \u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0623\u0635\u0648\u0644 \u0627\u0644\u0633\u0644\u064a\u0645 \u0627\u0644\u0639\u0648\u0627\u0626\u062f \u0627\u0644\u0645\u062a\u0648\u0642\u0639\u0629 \u0644\u062e\u0635\u0627\u0626\u0635 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0648\u0641\u0626\u0627\u062a \u0627\u0644\u0623\u0635\u0648\u0644 \u0627\u0644\u0639\u0627\u0644\u0645\u064a\u0629\u060c \u0641\u0636\u0644\u0627\u064b \u0639\u0646 \u0639\u0648\u0627\u0626\u062f \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0648\u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0648\u0627\u0644\u0633\u064a\u0648\u0644\u0629 \u0648\u0627\u0644\u062a\u062d\u064a\u0632\u0627\u062a \u0627\u0644\u0633\u0644\u0648\u0643\u064a\u0629 \u0627\u0644\u0645\u0646\u0635\u0648\u0635 \u0639\u0644\u064a\u0647\u0627 \u0641\u064a \u0628\u064a\u0627\u0646 \u0633\u064a\u0627\u0633\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/vertu-glass.oss-cn-hangzhou.aliyuncs.com\/\/2022\/8\/30\/10\/49\/17\/3575018\/admin.center-file-1-32-1661827757.637.jpg\" alt=\"\u0635\u0648\u0631\u0629\" data-sider-select-id=\"685ed49c-5599-4a9a-a13c-923559cecbfe\" \/><\/p>\n<p>Asset allocation will display the weights of the best asset categories in the family's investment portfolio, as well as the risk parameters and liquidity of the portfolio. This involves four core elements:<\/p>\n<ol>\n<li>Determining the family's main needs and preferences for after-tax returns, expenses, volatility, risk exposure, liquidity, and areas to avoid or prefer, such as emphasizing social impact investments;<\/li>\n<li>\u062a\u062d\u0644\u064a\u0644 \u0639\u0648\u0627\u0626\u062f \u0641\u0626\u0627\u062a \u0627\u0644\u0623\u0635\u0648\u0644 \u0641\u064a \u0638\u0644 \u0633\u064a\u0646\u0627\u0631\u064a\u0648\u0647\u0627\u062a \u0627\u0644\u062a\u0642\u0644\u0628\u0627\u062a \u0648\u0627\u0644\u0627\u0631\u062a\u0628\u0627\u0637 \u0648\u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0647\u0628\u0648\u0637 \u0627\u0644\u0634\u062f\u064a\u062f \u0627\u0644\u0645\u062e\u062a\u0644\u0641\u0629\u061b<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/vertu-glass.oss-cn-hangzhou.aliyuncs.com\/\/2022\/8\/30\/10\/49\/17\/851811\/admin.center-file-1-32-1661827757.637.jpg\" alt=\"\u0635\u0648\u0631\u0629\" data-sider-select-id=\"96e8d7fb-e158-4885-85c6-a8a74539fa58\" \/><\/p>\n<ol>\n<li>\u0625\u062c\u0631\u0627\u0621 \u0633\u0644\u0633\u0644\u0629 \u0645\u0646 \u062a\u062e\u0635\u064a\u0635\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0641\u064a \u0641\u0626\u0627\u062a \u0627\u0644\u0623\u0635\u0648\u0644 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0648\u0627\u0644\u0641\u0626\u0627\u062a \u0627\u0644\u0641\u0631\u0639\u064a\u0629\u061b<\/li>\n<li>Make thoughtful judgments on the best combination of assets, giving appropriate attention to the family's real risk tolerance.<\/li>\n<\/ol>\n<p><strong>\u064a\u062a\u0637\u0644\u0628 \u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0623\u0635\u0648\u0644 \u0627\u0644\u0641\u0639\u0627\u0644 \u0645\u0647\u0627\u0631\u0627\u062a \u0643\u0645\u064a\u0629 \u062c\u064a\u062f\u0629\u060c \u0628\u0627\u0644\u0625\u0636\u0627\u0641\u0629 \u0625\u0644\u0649 \u0627\u0644\u062d\u0643\u0645 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a \u0648\u0627\u0644\u062e\u0628\u0631\u0629<\/strong>\u0639\u0644\u0649 \u0627\u0644\u0631\u063a\u0645 \u0645\u0646 \u0623\u0646 \u0627\u0644\u0646\u0645\u0630\u062c\u0629 \u0633\u0648\u0641 \u062a\u0646\u062a\u062c \u0645\u062c\u0645\u0648\u0639\u0629 \u0645\u0646 \u0627\u0644\u062a\u0643\u0648\u064a\u0646\u0627\u062a \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u0629\u060c \u0641\u0625\u0646 \u0636\u0628\u0637 \u0645\u062d\u0641\u0638\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0644\u062a\u0639\u0643\u0633 \u0633\u0644\u0648\u0643 \u0627\u0644\u0639\u0645\u064a\u0644 \u0623\u0648 \u0627\u0644\u0639\u0627\u0626\u0644\u0629 \u0648\u062a\u0641\u0627\u0635\u064a\u0644\u0647 \u0627\u0644\u062f\u0642\u064a\u0642\u0629 \u063a\u0627\u0644\u0628\u0627\u064b \u0645\u0627 \u062a\u0643\u0648\u0646 \u0627\u0644\u0641\u0627\u0631\u0642 \u0628\u064a\u0646 \u0627\u0644\u0646\u062c\u0627\u062d \u0648\u0627\u0644\u0641\u0634\u0644.<\/p>\n<p><strong>\u064a\u062a\u0636\u0645\u0646 \u062a\u0637\u0648\u064a\u0631 \u0627\u0644\u0645\u062d\u0641\u0638\u0629 \u0639\u0646\u0635\u0631\u064a\u0646 \u0623\u0633\u0627\u0633\u064a\u064a\u0646<\/strong> - \u0627\u0644\u0642\u0648\u0627\u0639\u062f \u0627\u0644\u0645\u062a\u0639\u0644\u0642\u0629 \u0628\u0628\u0646\u0627\u0621 \u0627\u0644\u0645\u062d\u0641\u0638\u0629\u060c \u0648\u0627\u0644\u0645\u0628\u0627\u062f\u0626 \u0627\u0644\u0645\u062a\u0639\u0644\u0642\u0629 \u0628\u0627\u062e\u062a\u064a\u0627\u0631 \u0627\u0644\u0645\u062f\u064a\u0631\u064a\u0646 \u0623\u0648 \u0645\u062d\u062a\u0648\u0649 \u0627\u0644\u0645\u062d\u0641\u0638\u0629.<\/p>\n<p><strong>\u0627\u062e\u062a\u064a\u0627\u0631 \u0627\u0644\u0645\u062f\u064a\u0631 \u0647\u0648 \u0648\u0633\u064a\u0644\u0629 \u0644\u062a\u0646\u0641\u064a\u0630 \u0627\u0644\u0645\u062d\u0641\u0638\u0629<\/strong>. \u0623\u0648\u0644\u0627\u064b\u060c \u064a\u062a\u0645 \u062a\u0642\u064a\u064a\u0645 \u0645\u0627 \u0625\u0630\u0627 \u0643\u0627\u0646 \u0627\u0644\u0641\u0647\u0631\u0633\u0629 \u0627\u0644\u0633\u0644\u0628\u064a\u0629 \u0623\u0648 \u0627\u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0646\u0634\u0637\u0629 \u0645\u0646\u0627\u0633\u0628\u0629 \u0644\u0643\u0644 \u0641\u0626\u0629 \u0645\u0646 \u0641\u0626\u0627\u062a \u0627\u0644\u0623\u0635\u0648\u0644 \u0623\u0648 \u0627\u0644\u062a\u0639\u0631\u0636 \u0627\u0644\u062c\u063a\u0631\u0627\u0641\u064a \u0644\u0644\u0645\u062e\u0627\u0637\u0631 \u0641\u064a \u0627\u0644\u0645\u062d\u0641\u0638\u0629. \u0639\u0644\u0649 \u0633\u0628\u064a\u0644 \u0627\u0644\u0645\u062b\u0627\u0644\u060c \u062a\u0639\u062f \u0642\u062f\u0631\u0629 \u0627\u0644\u0645\u062f\u064a\u0631\u064a\u0646 \u0627\u0644\u0646\u0634\u0637\u064a\u0646 \u0639\u0644\u0649 \u0625\u0636\u0627\u0641\u0629 \u0623\u0644\u0641\u0627 \u0623\u062d\u062f \u0627\u0644\u0627\u0639\u062a\u0628\u0627\u0631\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629.<\/p>\n<p>\u0648\u0646\u0638\u0631\u0627\u064b \u0644\u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0647\u0630\u0647 \u0648\u0637\u0628\u064a\u0639\u062a\u0647\u0627 \u0637\u0648\u064a\u0644\u0629 \u0627\u0644\u0623\u062c\u0644\u060c \u0641\u0636\u0644\u0627\u064b \u0639\u0646 \u0627\u0644\u062f\u0648\u0631 \u0627\u0644\u0645\u062d\u062a\u0645\u0644 \u0641\u064a \u062a\u0646\u0648\u064a\u0639 \u0627\u0644\u0645\u062d\u0641\u0638\u0629\u060c <strong>\u0625\u0646 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0645\u062f\u064a\u0631\u064a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u0628\u062f\u064a\u0644 \u0647\u0648 \u0623\u064a\u0636\u064b\u0627 \u0623\u062d\u062f \u0627\u0644\u0627\u0639\u062a\u0628\u0627\u0631\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0644\u0644\u0645\u0633\u062a\u062b\u0645\u0631\u064a\u0646<\/strong>.<\/p>\n<h2 data-sider-select-id=\"0cf8c8be-c253-4a87-be2e-a34cc9ec5922\">03 \u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0623\u0635\u0648\u0644<\/h2>\n<p>\u062a\u0639\u062a\u0645\u062f \u0642\u062f\u0631\u0629 \u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a \u0639\u0644\u0649 \u0628\u0646\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0628\u0634\u0643\u0644 \u0641\u0639\u0627\u0644 \u0625\u0644\u0649 \u062d\u062f \u0643\u0628\u064a\u0631 \u0639\u0644\u0649 \u0623\u0628\u062d\u0627\u062b \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u060c \u0648\u0627\u0644\u062a\u064a \u062a\u0634\u0645\u0644 \u0623\u0628\u062d\u0627\u062b \u0627\u0644\u0645\u062f\u064a\u0631 \u0627\u0644\u0634\u062e\u0635\u064a \u0628\u0627\u0644\u0625\u0636\u0627\u0641\u0629 \u0625\u0644\u0649 \u0627\u0644\u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0627\u0642\u062a\u0635\u0627\u062f\u064a 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\u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0637\u0631\u0641 \u0627\u0644\u0645\u0642\u0627\u0628\u0644 \u0623\u0648 \u0627\u0644\u0648\u0643\u0627\u0644\u0629: \u0627\u0644\u062a\u0639\u0631\u0636 \u0627\u0644\u0645\u0631\u0643\u0651\u0632 \u0623\u0648 \u0627\u0644\u0645\u0637\u0644\u0642 \u0644\u0634\u0631\u0643\u0629 \u0648\u0627\u062d\u062f\u0629 \u0623\u0648 \u0623\u0643\u062b\u0631 \u062a\u0634\u0627\u0631\u0643 \u0641\u064a \u0625\u0635\u062f\u0627\u0631 \u0627\u0644\u0623\u0635\u0648\u0644 \u0623\u0648 \u0625\u062f\u0627\u0631\u062a\u0647\u0627 \u0623\u0648 \u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u0628\u0647\u0627 \u0623\u0648 \u062a\u062f\u0627\u0648\u0644\u0647\u0627 \u0623\u0648 \u0627\u0644\u0633\u064a\u0637\u0631\u0629 \u0639\u0644\u064a\u0647\u0627\u061b<\/p>\n<p>\u2022 \u0645\u062e\u0627\u0637\u0631 \u0639\u062f\u0645 \u0627\u0644\u0633\u064a\u0648\u0644\u0629: \u0639\u062f\u0645 \u0627\u0644\u0642\u062f\u0631\u0629 \u0639\u0644\u0649 \u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0623\u0645\u0648\u0627\u0644 \u0627\u0644\u0645\u062d\u0641\u0638\u0629 \u062e\u0644\u0627\u0644 \u0631\u0628\u0639 \u0623\u0648 \u0631\u0628\u0639\u064a\u0646\u060c \u0648\u064a\u0631\u062c\u0639 \u0630\u0644\u0643 \u0641\u064a \u0627\u0644\u0645\u0642\u0627\u0645 \u0627\u0644\u0623\u0648\u0644 \u0625\u0644\u0649 \u0627\u0644\u0625\u0641\u0644\u0627\u0633\u060c \u0623\u0648 \u0627\u0644\u0625\u063a\u0644\u0627\u0642\u060c \u0623\u0648 \u0622\u0644\u064a\u0627\u062a \u0627\u0644\u062c\u064a\u0628 \u0627\u0644\u062c\u0627\u0646\u0628\u064a\u0629\u060c \u0623\u0648 \u062a\u0645\u062f\u064a\u062f \u0639\u0645\u0631 \u0627\u0644\u0635\u0646\u062f\u0648\u0642 \u0645\u0646 \u0642\u0628\u0644 \u0627\u0644\u0634\u0631\u064a\u0643 \u0627\u0644\u0639\u0627\u0645\u060c \u0623\u0648 \u0627\u0644\u062e\u0631\u0648\u062c \u063a\u064a\u0631 \u0627\u0644\u0645\u062a\u0648\u0642\u0639 \u0645\u0646 \u0627\u0644\u0645\u062d\u0641\u0638\u0629.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/vertu-glass.oss-cn-hangzhou.aliyuncs.com\/\/2022\/8\/30\/10\/49\/17\/2354608\/admin.center-file-1-32-1661827757.636.jpg\" alt=\"\u0635\u0648\u0631\u0629\" data-sider-select-id=\"a597da5a-0cf1-4965-81a2-59ab72b0d2b9\" \/><\/p>\n<p>\u0641\u064a \u0643\u062b\u064a\u0631 \u0645\u0646 \u0627\u0644\u0646\u0648\u0627\u062d\u064a\u060c <strong>\u0625\u0646 \u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0642\u062f\u0631\u0629 \u0647\u064a \u0627\u0644\u0623\u0642\u0644 \u0634\u0647\u0631\u0629 \u0648\u0645\u0646\u0627\u0642\u0634\u0629 \u0644\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629<\/strong>\u0648\u064a\u0646\u0637\u0628\u0642 \u0647\u0630\u0627 \u0628\u0634\u0643\u0644 \u062e\u0627\u0635 \u0639\u0644\u0649 \u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u0645\u062a\u0644\u0643 \u0645\u062d\u0627\u0641\u0638 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0645\u0639\u0642\u062f\u0629 \u0645\u062a\u0639\u062f\u062f\u0629 \u0627\u0644\u0623\u0635\u0648\u0644 \u0648\u0644\u0643\u0646\u0647\u0627 \u062a\u062a\u0645\u062a\u0639 \u0628\u0645\u0648\u0627\u0631\u062f \u0628\u0634\u0631\u064a\u0629 \u0623\u0648 \u062e\u0628\u0631\u0629 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0645\u062d\u062f\u0648\u062f\u0629.<\/p>\n<p>\u0625\u0646 \u0627\u0644\u0645\u0634\u0627\u0631\u0643\u0629 \u0641\u064a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0644\u0635\u0646\u0627\u062f\u064a\u0642 \u0627\u0644\u062a\u062d\u0648\u0637\u060c \u0648\u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u0628\u0627\u0634\u0631\u0629\u060c \u0648\u0631\u0623\u0633 \u0627\u0644\u0645\u0627\u0644 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u060c \u0648\u0625\u062c\u0631\u0627\u0621 \u0645\u0639\u0627\u0645\u0644\u0627\u062a \u0633\u0648\u0642 \u0631\u0623\u0633 \u0627\u0644\u0645\u0627\u0644 \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u062a\u0632\u064a\u062f \u0645\u0646 \u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0642\u062f\u0631\u0627\u062a\u060c \u0627\u0644\u0623\u0645\u0631 \u0627\u0644\u0630\u064a \u064a\u062a\u0637\u0644\u0628 \u0641\u064a \u0643\u062b\u064a\u0631 \u0645\u0646 \u0627\u0644\u0623\u062d\u064a\u0627\u0646 \u0645\u0646 \u0645\u0648\u0638\u0641\u064a \u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0644\u062f\u064a\u0647\u0645 \u062e\u0628\u0631\u0629 \u0648\u0645\u0647\u0627\u0631\u0627\u062a \u0623\u0643\u062b\u0631 \u0639\u0645\u0642\u0627.<\/p>\n<p>The best way to understand and mitigate capability risk is to be frank and thorough in identifying the strengths and weaknesses of the family office's resources (staff, technology, content, and investment practices) relative to investment needs.<\/p>\n<p>\u0648\u0628\u0646\u0627\u0621 \u0639\u0644\u0649 \u0646\u062a\u0627\u0626\u062c \u0627\u0644\u062a\u0642\u064a\u064a\u0645\u060c \u0645\u0646 \u0627\u0644\u0645\u0645\u0643\u0646 \u062a\u062d\u062f\u064a\u062f \u0627\u0644\u062b\u063a\u0631\u0627\u062a \u0641\u064a \u0627\u0644\u0642\u062f\u0631\u0627\u062a \u062f\u0627\u062e\u0644\u064a\u0627 \u0623\u0648 \u062e\u0627\u0631\u062c\u064a\u0627 \u0648\u0645\u0644\u0626\u0647\u0627\u060c \u0623\u0648 \u062a\u062c\u0646\u0628 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631.<\/p>\n<p>\u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u0631\u063a\u0628 \u0641\u064a \u0645\u0639\u0627\u0644\u062c\u0629 \u0623\u0648\u062c\u0647 \u0627\u0644\u0642\u0635\u0648\u0631 \u0641\u064a \u0627\u0644\u0628\u062d\u062b \u0623\u0648 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0623\u0648 \u0627\u0644\u062a\u062f\u0627\u0648\u0644 \u0623\u0648 \u0627\u0644\u0625\u0634\u0631\u0627\u0641 \u0639\u0644\u0649 \u0645\u062f\u064a\u0631\u064a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u060c \u0641\u0647\u0646\u0627\u0643 \u0627\u0644\u0639\u062f\u064a\u062f \u0645\u0646 \u0627\u0644\u0628\u062f\u0627\u0626\u0644 \u0627\u0644\u062e\u0627\u0631\u062c\u064a\u0629. \u0648\u0641\u064a \u0647\u0630\u0647 \u0627\u0644\u0645\u0631\u062d\u0644\u0629\u060c \u0642\u062f \u062a\u0648\u0627\u062c\u0647 \u062d\u062a\u0649 \u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0623\u0648 \u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0627\u0644\u0623\u0643\u062b\u0631 \u0646\u0636\u062c\u064b\u0627 \u0645\u062b\u0644 \u0647\u0630\u0647 \u0627\u0644\u062a\u062d\u062f\u064a\u0627\u062a.<\/p>\n<h2 data-sider-select-id=\"a439861b-4693-4d7c-881a-7032e23fb037\">05 \u062a\u0642\u0631\u064a\u0631 \u0627\u0644\u0623\u062f\u0627\u0621<\/h2>\n<p><strong>\u064a\u0639\u062f \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0628\u064a\u0646 \u0623\u0641\u0631\u0627\u062f \u0627\u0644\u0639\u0627\u0626\u0644\u0629 \u0648\u0627\u0644\u0645\u062f\u064a\u0631\u064a\u0646 \u0627\u0644\u062a\u0646\u0641\u064a\u0630\u064a\u064a\u0646 \u0644\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0648\u0627\u0644\u0645\u0648\u0638\u0641\u064a\u0646 \u0639\u0627\u0645\u0644\u0627\u064b \u0631\u0626\u064a\u0633\u064a\u064b\u0627 \u0641\u064a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u0646\u0627\u062c\u062d \u0648\u0639\u0627\u0645\u0644 \u062e\u0637\u0631 \u0631\u0626\u064a\u0633\u064a \u0623\u064a\u0636\u064b\u0627<\/strong>. \u0648\u0646\u0644\u0627\u062d\u0638 \u0641\u064a \u0643\u062b\u064a\u0631 \u0645\u0646 \u0627\u0644\u0623\u062d\u064a\u0627\u0646 \u0623\u0646 \u0647\u0630\u0627 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u064a\u062a\u0645 \u0625\u0647\u0645\u0627\u0644\u0647 \u0623\u0648 \u0627\u0639\u062a\u0628\u0627\u0631\u0647 \u0623\u0645\u0631\u0627\u064b \u0645\u0641\u0631\u0648\u063a\u0627\u064b \u0645\u0646\u0647.<\/p>\n<p>\u0647\u0646\u0627\u0643 \u0623\u0631\u0628\u0639\u0629 \u062c\u0648\u0627\u0646\u0628 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0641\u064a \u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629:<\/p>\n<p><strong>\u2022 \u062e\u0637\u0629 \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 - \u0641\u0647\u0645 \u0623\u0646\u0645\u0627\u0637 \u0627\u0644\u0633\u0644\u0648\u0643 \u0648\u0627\u062a\u062e\u0627\u0630 \u0627\u0644\u0642\u0631\u0627\u0631 \u0644\u0644\u0645\u062f\u064a\u0631<\/strong>- \u062a\u062d\u062f\u064a\u062f \u0637\u0631\u0642 \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0648\u062a\u0648\u0627\u062a\u0631\u0647\u0627\u060c \u0648\u0625\u0646\u0634\u0627\u0621 &quot;\u0644\u063a\u0629 \u0645\u0634\u062a\u0631\u0643\u0629&quot; \u0644\u062c\u0639\u0644 \u0627\u0644\u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0628\u064a\u0646 \u0627\u0644\u0645\u062f\u064a\u0631 \u0648\u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a \u0623\u0643\u062b\u0631 \u0648\u0636\u0648\u062d\u064b\u0627 \u0648\u0643\u0641\u0627\u0621\u0629.<\/p>\n<p><strong>\u2022 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0645\u0639 \u0641\u0631\u064a\u0642 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 - \u062a\u0646\u0638\u064a\u0645 \u0627\u062c\u062a\u0645\u0627\u0639\u0627\u062a \u0627\u0644\u0641\u0631\u064a\u0642 \u0627\u0644\u0636\u0631\u0648\u0631\u064a\u0629 \u0648\u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u062d\u0648\u0644 \u062f\u0648\u0631\u0629 \u062d\u064a\u0627\u0629 \u0645\u062d\u0641\u0638\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631<\/strong>\u060c \u0627\u0644\u062a\u062d\u0642\u0642 \u0645\u0646 \u0627\u0644\u0639\u0627\u0626\u062f\u0627\u062a\u060c \u0648\u0627\u0644\u0645\u062e\u0627\u0637\u0631\u060c \u0648\u0627\u0644\u0645\u062f\u064a\u0631\u064a\u0646\u060c \u0648\u0627\u0644\u062a\u0643\u0627\u0644\u064a\u0641\u060c \u0648\u0625\u0633\u0646\u0627\u062f \u0627\u0644\u0623\u062f\u0627\u0621\u060c \u0648\u0639\u0648\u0627\u0645\u0644 \u0623\u062e\u0631\u0649.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/vertu-glass.oss-cn-hangzhou.aliyuncs.com\/\/2022\/8\/30\/10\/49\/17\/1177242\/admin.center-file-1-32-1661827757.634.jpg\" alt=\"\u0635\u0648\u0631\u0629\" data-sider-select-id=\"d11b6d78-67c5-44ef-b424-35a9e717b127\" \/><\/p>\n<p>\u064a\u062c\u0628 \u062a\u0646\u0638\u064a\u0645 \u0643\u0644 \u0647\u0630\u0627 \u0644\u062a\u062c\u0646\u0628 \u0627\u0644\u0645\u064a\u0648\u0644 \u0646\u062d\u0648 &quot;\u0627\u0644\u062a\u0641\u0643\u064a\u0631 \u0627\u0644\u062c\u0645\u0627\u0639\u064a&quot; \u0648&quot;\u0639\u0628\u0627\u062f\u0629 \u0627\u0644\u0634\u062e\u0635\u064a\u0629&quot;\u060c \u0648\u064a\u062c\u0628 \u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u062f\u0627\u0626\u0645\u064b\u0627 \u0628\u0633\u062c\u0644\u0627\u062a \u0645\u0646\u0627\u0633\u0628\u0629 \u0644\u0627\u062c\u062a\u0645\u0627\u0639\u0627\u062a \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0628\u064a\u0646 \u0627\u0644\u0641\u0631\u064a\u0642.<\/p>\n<p>\u2022 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0627\u0644\u0623\u0633\u0631\u064a \u2013 \u064a\u0646\u0628\u063a\u064a \u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0645\u062d\u062a\u0648\u0649 \u0627\u0644\u0630\u064a \u064a\u062a\u0639\u064a\u0646 \u0645\u0634\u0627\u0631\u0643\u062a\u0647 \u0645\u0639 \u0623\u0641\u0631\u0627\u062f \u0627\u0644\u0623\u0633\u0631\u0629 \u0627\u0644\u0645\u062d\u062f\u062f\u064a\u0646 \u0628\u0639\u0646\u0627\u064a\u0629. \u0648\u064a\u0646\u0628\u063a\u064a \u0623\u0646 \u064a\u0633\u062a\u0646\u062f \u0630\u0644\u0643 \u0625\u0644\u0649 \u0627\u0644\u0623\u062f\u0648\u0627\u0631 \u0648\u0645\u0644\u0643\u064a\u0629 \u0627\u0644\u0623\u0635\u0648\u0644\u060c \u0648\u0634\u0643\u0644 \u0648\u0648\u062a\u064a\u0631\u0629 \u0627\u0644\u062a\u0648\u0627\u0635\u0644\u060c \u0648\u062a\u0641\u0636\u064a\u0644\u0627\u062a \u0627\u062a\u062e\u0627\u0630 \u0627\u0644\u0642\u0631\u0627\u0631 \u0644\u062f\u0649 \u0623\u0641\u0631\u0627\u062f \u0627\u0644\u0623\u0633\u0631\u0629.<\/p>\n<p>\u2022 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0645\u0639 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646\/\u0627\u0644\u0645\u062f\u064a\u0631\u064a\u0646 \u0627\u0644\u062e\u0627\u0631\u062c\u064a\u064a\u0646 - \u0628\u0634\u0643\u0644 \u0639\u0627\u0645\u060c \u064a\u063a\u0637\u064a \u0647\u0630\u0627 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0627\u0644\u062a\u062d\u062f\u064a\u062b\u0627\u062a \u0627\u0644\u0627\u0642\u062a\u0635\u0627\u062f\u064a\u0629 \u0627\u0644\u0643\u0644\u064a\u0629 \u0648\u0627\u0644\u0633\u0648\u0642\u064a\u0629\u060c \u0648\u0627\u0644\u062a\u063a\u064a\u064a\u0631\u0627\u062a \u0641\u064a \u062d\u062c\u062c \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u060c \u0648\u0645\u0631\u0627\u062c\u0639\u0629 \u0627\u0644\u062a\u062e\u0635\u064a\u0635\u0627\u062a \u0648\u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u0627\u062a\u060c \u0648\u0627\u0644\u0622\u0631\u0627\u0621 \u0627\u0644\u0645\u0633\u062a\u0642\u0628\u0644\u064a\u0629 \u0644\u0644\u0645\u062d\u0641\u0638\u0629 \u0648\u0627\u0644\u0639\u0648\u0627\u0645\u0644 \u0627\u0644\u062a\u064a \u0642\u062f \u062a\u0624\u062f\u064a \u0625\u0644\u0649 \u062a\u063a\u064a\u064a\u0631\u0627\u062a\u060c \u0648\u0645\u0627 \u0625\u0644\u0649 \u0630\u0644\u0643.<\/p>\n<p>\u064a\u0639\u062a\u0645\u062f \u062a\u0648\u0627\u062a\u0631 \u0645\u062b\u0644 \u0647\u0630\u0647 \u0627\u0644\u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0648\u0627\u0644\u0627\u062c\u062a\u0645\u0627\u0639\u0627\u062a \u0639\u0644\u0649 \u0637\u0628\u064a\u0639\u0629 \u062f\u0648\u0631 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631 \u0623\u0648 \u0627\u0644\u0645\u062f\u064a\u0631\u060c \u0648\u0643\u0630\u0644\u0643 \u0627\u0644\u0623\u0647\u0645\u064a\u0629 \u0627\u0644\u0646\u0633\u0628\u064a\u0629 \u0644\u0644\u0645\u062d\u0641\u0638\u0629. \u0628\u0627\u0644\u0625\u0636\u0627\u0641\u0629 \u0625\u0644\u0649 \u0630\u0644\u0643\u060c \u064a\u062c\u0628 \u0639\u0644\u0649 \u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a \u0623\u064a\u0636\u064b\u0627 \u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u0628\u0633\u062c\u0644\u0627\u062a \u0645\u0643\u062a\u0648\u0628\u0629 \u0644\u0644\u062a\u0648\u0635\u064a\u0627\u062a \u0648\u0627\u0644\u0625\u062c\u0631\u0627\u0621\u0627\u062a \u0648\u0625\u062c\u0631\u0627\u0621\u0627\u062a \u0627\u0644\u0645\u062a\u0627\u0628\u0639\u0629.<\/p>\n<h2>06 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062e\u0627\u0637\u0631<\/h2>\n<p><strong>\u064a\u0646\u0628\u063a\u064a \u0644\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0645\u0631\u0627\u062c\u0639\u0629 \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0627\u062a\u0647\u0627 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0648\u0641\u0639\u0627\u0644\u064a\u062a\u0647\u0627 \u0628\u0634\u0643\u0644 \u0645\u0646\u062a\u0638\u0645<\/strong>\u062a\u0642\u0648\u0645 \u0628\u0639\u0636 \u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0628\u062a\u0642\u064a\u064a\u0645 \u0642\u062f\u0631\u0627\u062a\u0647\u0627 \u0627\u0644\u062e\u0627\u0635\u0629\u060c \u0641\u064a \u062d\u064a\u0646 \u062a\u0642\u0648\u0645 \u0645\u0643\u0627\u062a\u0628 \u0623\u062e\u0631\u0649 \u0628\u062a\u0642\u064a\u064a\u0645 \u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646. \u0648\u0628\u063a\u0636 \u0627\u0644\u0646\u0638\u0631 \u0639\u0646 \u0627\u0644\u0646\u0647\u062c \u0627\u0644\u0645\u062a\u0628\u0639\u060c \u0641\u0645\u0646 \u0627\u0644\u0623\u0647\u0645\u064a\u0629 \u0628\u0645\u0643\u0627\u0646 \u0623\u0646 \u062a\u062c\u064a\u0628 \u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0639\u0644\u0649 \u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u062a\u0627\u0644\u064a\u0629:<\/p>\n<p><strong>1. \u0647\u0644 \u0623\u0646\u0634\u0623 \u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a \u0639\u0645\u0644\u064a\u0629 \u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0623\u0633\u0627\u0633\u064a\u0629\u061f<\/strong>\u060c \u0645\u0639 \u0627\u0644\u0623\u062e\u0630 \u0628\u0639\u064a\u0646 \u0627\u0644\u0627\u0639\u062a\u0628\u0627\u0631 \u0627\u0644\u0642\u062f\u0631\u0629 \u0639\u0644\u0649 \u062a\u0646\u0641\u064a\u0630\u0647 \u0628\u0646\u0627\u0621 \u0639\u0644\u0649 \u0623\u064a \u062e\u0635\u0627\u0626\u0635 \u0641\u0631\u064a\u062f\u0629 \u0648\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0645\u062a\u063a\u064a\u0631\u0629\u061f<\/p>\n<p><strong>2. Is the family office's investment process implemented in a consistent manner?<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/vertu-glass.oss-cn-hangzhou.aliyuncs.com\/\/2022\/8\/30\/10\/49\/17\/4674627\/admin.center-file-1-32-1661827757.636.jpg\" alt=\"\u0635\u0648\u0631\u0629\" data-sider-select-id=\"1cb16bf1-b0e8-4a52-90bb-5723a412d921\" \/><\/p>\n<ol>\n<li>How does the family office's investment portfolio performance compare to relevant benchmarks and peer data?<\/li>\n<li>\u0647\u0644 \u064a\u0645\u062a\u0644\u0643 \u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a \u0627\u0644\u0645\u0648\u0627\u0631\u062f \u0627\u0644\u0645\u0646\u0627\u0633\u0628\u0629 (\u0627\u0644\u0645\u0648\u0638\u0641\u064a\u0646 \u0648\u0627\u0644\u062e\u0628\u0631\u0629 \u0648\u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0627\u0644\u0623\u0646\u0638\u0645\u0629) \u0644\u062a\u0646\u0641\u064a\u0630 \u0647\u0630\u0647 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0628\u0634\u0643\u0644 \u0645\u062a\u0633\u0642 \u0648\u0641\u0639\u0627\u0644 \u0639\u0644\u0649 \u0627\u0644\u0645\u062f\u0649 \u0627\u0644\u0637\u0648\u064a\u0644\u061f<\/li>\n<li>\u0647\u0644 \u0633\u064a\u0643\u0648\u0646 \u0645\u0646 \u0627\u0644\u0623\u0641\u0636\u0644 \u0644\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a \u0623\u0646 \u064a\u0633\u062a\u0639\u064a\u0646 \u0628\u0645\u0635\u0627\u062f\u0631 \u062e\u0627\u0631\u062c\u064a\u0629 \u0644\u0644\u0642\u064a\u0627\u0645 \u0628\u0647\u0630\u0647 \u0627\u0644\u0623\u0646\u0634\u0637\u0629 \u0628\u0647\u062f\u0641 \u0632\u064a\u0627\u062f\u062a\u0647\u0627 \u0623\u0648 \u0627\u0633\u062a\u0628\u062f\u0627\u0644\u0647\u0627\u061f<\/li>\n<\/ol>\n<p>\u0625\u0646 \u0627\u0644\u0641\u0634\u0644 \u0641\u064a \u062a\u062d\u0642\u064a\u0642 \u0639\u0648\u0627\u0626\u062f \u062b\u0627\u0628\u062a\u0629 \u0639\u0644\u0649 \u0627\u0644\u0645\u062f\u0649 \u0627\u0644\u0637\u0648\u064a\u0644 \u0645\u0646 \u0645\u062d\u0641\u0638\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u063a\u0627\u0644\u0628\u0627 \u0645\u0627 \u064a\u0639\u0632\u0649 \u0628\u0634\u0643\u0644 \u063a\u064a\u0631 \u0635\u062d\u064a\u062d \u0625\u0644\u0649 \u0642\u0631\u0627\u0631\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u0633\u064a\u0626\u0629\u060c \u0623\u0648 \u0627\u0644\u0638\u0631\u0648\u0641 \u0627\u0644\u0627\u0642\u062a\u0635\u0627\u062f\u064a\u0629 \u063a\u064a\u0631 \u0627\u0644\u0645\u0648\u0627\u062a\u064a\u0629\u060c \u0623\u0648 \u062a\u0639\u064a\u064a\u0646 \u0645\u062f\u064a\u0631\u064a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 &quot;\u0627\u0644\u062e\u0637\u0623&quot;.<\/p>\n<p>\u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u0641\u0625\u0646 \u0627\u0644\u0633\u0628\u0628 \u0627\u0644\u062c\u0630\u0631\u064a \u0648\u0631\u0627\u0621 \u0627\u0644\u0639\u0627\u0626\u062f\u0627\u062a \u0627\u0644\u0636\u0639\u064a\u0641\u0629 \u0623\u0648 \u063a\u064a\u0631 \u0627\u0644\u0645\u062a\u0633\u0642\u0629 \u0644\u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0639\u0648\u062f \u0641\u064a \u0643\u062b\u064a\u0631 \u0645\u0646 \u0627\u0644\u0623\u062d\u064a\u0627\u0646 \u0625\u0644\u0649 \u0623\u0648\u062c\u0647 \u0627\u0644\u0642\u0635\u0648\u0631 \u0641\u064a \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u060c \u0648\u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0645\u0648\u0627\u0631\u062f\u060c \u0648\u0627\u0644\u062a\u0648\u0627\u0635\u0644.<\/p>\n<p>\u0641\u064a \u0645\u0644\u062e\u0635\u060c <strong>\u0644\u0627 \u064a\u0645\u0643\u0646 \u0644\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u062a\u062d\u0642\u064a\u0642 \u0639\u0648\u0627\u0626\u062f \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u0645\u0637\u0644\u0648\u0628\u0629 \u0625\u0644\u0627 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0639\u0645\u0644\u064a\u0629 \u0645\u0646\u0647\u062c\u064a\u0629 \u0648\u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u0643\u0631\u0627\u0631\u060c \u0648\u062a\u0639\u062f\u064a\u0644 \u0627\u0644\u0645\u0648\u0627\u0631\u062f \u0628\u0634\u0643\u0644 \u0645\u0646\u0627\u0633\u0628\u060c \u0648\u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0627\u0644\u0645\u062a\u0639\u0645\u0642 \u0628\u064a\u0646 \u0627\u0644\u0645\u0634\u0627\u0631\u0643\u064a\u0646 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u064a\u0646<\/strong>.<\/p>\n<h2 data-sider-select-id=\"af5add9c-0c45-423c-a928-4bc5893062bf\">07 \u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0642\u062f\u0631\u0629<\/h2>","protected":false},"excerpt":{"rendered":"<p>For ultra-wealthy families, investment is often seen as the family office&#8217;s (referred to as &#8220;FO&#8221;) main function, and one of 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