In late 2022 and early 2023, CAPS surveyed 135 ultra-high-net-worth (UHNW) individuals—those worth more than US$30 million—across mainland China, Hong Kong, and Chinese Taipei. Respondents answered questions about their philanthropy and other private social investments as well as their sources of advice, the impact of philanthropy on their personal lives and families, and their interest and engagement on social and environmental issues.
This report draws on the analysis of these findings, building on CAPS’ studies and observations on philanthropy in the region. Findings show that UHNW individuals and families in Greater China are actively doing good and that philanthropy and social investments are seen as benefiting UHNW families across generations.
在2022 年末至 2023 年初期间，CAPS向135 位来自中国内地、香港和中华台北拥有超过 3,000 万美元家族凈资产的高凈值个人或家族成员代表进行了问卷调查。受访者就财富管理、公益慈善事业、私人社会投资、获得专业建议的信息渠道、公益慈善事业对个人生活和家族的影响，及他们对社会和环境议题的关注点等方面回答了一系列问题。
本报告基于对调查结果的分析、CAPS 过去十年对整个亚洲的慈善家的研究和观察，以及广泛的文献综述。我们的研究表明，在大中华地区，超高凈值个人和家族将社会投资视为财富管理、家族传承和对社会的承诺的一部分。在此基础上，我们得出了四个主要洞察。这些发现构成了本报告的主要内容，随后的章节将探讨这些发现对亚洲私人社会投资和财富管理所产生的影响。
In late 2022 and early 2023, CAPS surveyed 135 ultra-high-net-worth (UHNW) individuals—those worth more than US$30 million—across mainland China, Hong Kong, and Chinese Taipei. Respondents answered questions about their philanthropy and other private social investments as well as their sources of advice, the impact of philanthropy on their personal lives and families, and their interest and engagement on social and environmental issues.
This report draws on the analysis of these findings, building on CAPS’ studies and observations on philanthropy in the region. Findings show that UHNW individuals and families in Greater China are actively doing good and that philanthropy and social investments are seen as benefiting UHNW families across generations.
在2022 年末至 2023 年初期间，CAPS向135 位来自中国内地、香港和中华台北拥有超过 3,000 万美元家族凈资产的高凈值个人或家族成员代表进行了问卷调查。受访者就财富管理、公益慈善事业、私人社会投资、获得专业建议的信息渠道、公益慈善事业对个人生活和家族的影响，及他们对社会和环境议题的关注点等方面回答了一系列问题。
本报告基于对调查结果的分析、CAPS 过去十年对整个亚洲的慈善家的研究和观察，以及广泛的文献综述。我们的研究表明，在大中华地区，超高凈值个人和家族将社会投资视为财富管理、家族传承和对社会的承诺的一部分。在此基础上，我们得出了四个主要洞察。这些发现构成了本报告的主要内容，随后的章节将探讨这些发现对亚洲私人社会投资和财富管理所产生的影响。