Uni-President Wins Taiwan Family Office Services Licence

Taiwan family office services are expanding after Uni-President Asset Management became the first local manager licensed to provide investment, succession and financial planning to family offices and wealthy clients.

The licence, granted by the Financial Supervisory Commission on Dec 23, forms part of a strategy to more than double Taiwan’s asset-management industry to NTD60tr (USD1.9tr) by 2030.

Uni-President said tax planning and wealth sustainability have become priorities for family offices and it will partner lawyers and accountants to deliver tailored solutions.

The firm oversees about NTD442bn in assets and aims to retain high-net-worth capital onshore and curb outflows.