Haishi Family Office
海仕家族办公室

赋能房地产家族企业转型与传承 Empowering Real Estate Family Businesses

以专业赋能转型,以信任守护传承 Professional Transformation, Trusted Succession

关于海仕家族办公室 About Haishi Family Office

赋能房地产家族企业转型与传承的财富管理新标杆 The New Benchmark for Real Estate Family Business Transformation

我们的故事 Our Story

海仕家族办公室成立于2024年,隶属于海仕集团,与海仕资本、海仕咨询和海仕研究院形成完整的生态体系。作为一家专注于中小型房地产家族企业的联合家族办公室,我们深刻理解房地产行业家族面临的特殊挑战与机遇。 Haishi Family Office was established in 2024 as part of Haishi Group, forming a complete ecosystem with Haishi Capital, Haishi Consulting, and Haishi Research Institute. As a multi-family office focusing on small to medium-sized real estate family businesses, we deeply understand the unique challenges and opportunities facing families in the real estate industry.

在中国房地产市场深度调整的背景下,我们看到众多中小型房地产家族企业面临转型压力、财富流动性不足、家族传承规划等多重挑战。海仕家族办公室应运而生,致力于为这些家族提供专业化、定制化的财富管理与传承规划服务。 Against the backdrop of China's real estate market adjustment, we see many small and medium-sized real estate family businesses facing multiple challenges such as transformation pressure, insufficient wealth liquidity, and family succession planning. Haishi Family Office was born to provide professional, customized wealth management and succession planning services for these families.

我们的总部位于中国深圳,服务对象主要为资产规模在5000万至200亿人民币的中小型房地产家族企业。通过整合海仕集团的综合资源,我们为客户提供全方位的家族办公室服务,帮助他们实现财富保值增值、业务多元化转型及家族基业长青。 Our headquarters is located in Shenzhen, China, serving mainly small to medium-sized real estate family businesses with assets ranging from 50 million to 20 billion RMB. By integrating the comprehensive resources of Haishi Group, we provide full-spectrum family office services to help our clients achieve wealth preservation and growth, business diversification, and long-term family prosperity.

使命与愿景 Mission and Vision

我们的使命 Our Mission

以专业赋能转型,以信任守护传承。通过深度定制化的服务,帮助房地产家族企业在动态市场环境中实现财富保值增值与基业长青。 Empowering transformation with professionalism, safeguarding succession with trust. Through deeply customized services, we help real estate family businesses achieve wealth preservation and growth while ensuring long-term prosperity in a dynamic market environment.

我们的愿景 Our Vision

成为中国房地产家族办公室领域的标杆机构,打造一个资源共享、价值共创的家族生态网络,帮助每个家族在变革时代实现基业长青。 To become the benchmark institution in China's real estate family office sector, creating a family ecosystem network of resource sharing and value co-creation, helping each family achieve long-term prosperity in an era of change.

核心价值观 Core Values

  • 专业诚信 Professional Integrity
  • 信任守护 Trust Protection
  • 创新思维 Innovative Thinking
  • 协作共赢 Collaborative Win-win
  • 长期主义 Long-termism
  • 家族至上 Family First

海仕家族办公室的独特优势 Our Unique Advantages

房地产专精 Real Estate Specialization

我们的团队由房地产、财富管理及家族治理专家组成,深谙行业痛点与机会,能为房地产家族企业提供深度洞察与专业解决方案。 Our team consists of experts in real estate, wealth management, and family governance, with deep understanding of industry pain points and opportunities, providing in-depth insights and professional solutions for real estate family businesses.

本地深耕与全球视野 Local Roots, Global Vision

扎根深圳,辐射全国,同时整合全球资源,为客户提供兼具本地洞察与国际视野的综合服务,把握全球资产配置与多元化投资机会。 Rooted in Shenzhen and radiating nationwide, while integrating global resources, we provide comprehensive services with both local insights and international perspectives, helping clients grasp global asset allocation and diversified investment opportunities.

集团生态赋能 Group Ecosystem Empowerment

作为海仕集团的重要板块,我们能够整合海仕资本、海仕咨询和海仕研究院的资源与专业能力,为客户提供全方位支持与一站式解决方案。 As an important part of Haishi Group, we can integrate the resources and professional capabilities of Haishi Capital, Haishi Consulting, and Haishi Research Institute to provide comprehensive support and one-stop solutions for our clients.

创新的参与机制 Innovative Participation Mechanism

通过独特的家族参与基金与参与合伙人(PP)机制,我们构建了一个资源共享、价值共创的家族生态网络,大幅提升资源整合效率与投资回报水平。 Through our unique Family Participation Fund and Participation Partner (PP) mechanism, we have built a family ecosystem network of resource sharing and value co-creation, significantly improving resource integration efficiency and investment returns.

定制化与长期陪伴 Customization and Long-term Companionship

我们为每个家族配备专属服务团队,提供高度个性化的解决方案,建立长期合作关系,全程陪伴家族企业的转型与传承之路。 We provide dedicated service teams for each family, offering highly personalized solutions and establishing long-term partnerships, accompanying family businesses throughout their transformation and succession journey.

数字化与智能化 Digitalization and Intelligence

利用大数据、人工智能等先进技术,提供智能化资产配置与风险管理解决方案,实现科学决策与高效管理,帮助传统房地产家族实现数字化转型。 Utilizing advanced technologies such as big data and artificial intelligence, we provide intelligent asset allocation and risk management solutions, achieving scientific decision-making and efficient management, helping traditional real estate families achieve digital transformation.

服务内容 Our Services

为房地产家族企业提供全方位定制化服务 Comprehensive Customized Services for Real Estate Family Businesses

财富管理与资产配置 Wealth Management & Asset Allocation

针对房地产家族财富集中度高、流动性不足的特点,提供科学的全球资产配置方案,实现财富保值增值与风险分散。 Addressing the high concentration and limited liquidity of real estate family wealth, we provide scientific global asset allocation solutions to achieve wealth preservation, growth, and risk diversification.

  • 资产多元化配置 Diversified asset allocation
  • 流动性管理 Liquidity management
  • 税务优化 Tax optimization
  • 投资组合管理 Portfolio management

业务转型支持 Business Transformation Support

帮助传统房地产家族企业应对市场变化,提供战略转型咨询与实施支持,开拓新的业务增长点。 Helping traditional real estate family businesses respond to market changes, providing strategic transformation consulting and implementation support, and developing new business growth points.

  • 战略转型咨询 Strategic transformation consulting
  • 资源整合 Resource integration
  • 并购与退出策略 M&A and exit strategies
  • 数字化转型 Digital transformation

家族治理与传承 Family Governance & Succession

设计完善的家族治理架构与传承规划,解决二代接班、股权分配等难题,确保家族企业基业长青。 Designing comprehensive family governance structures and succession plans, solving challenges such as second-generation succession and equity distribution, ensuring the long-term prosperity of family businesses.

  • 家族宪章制定 Family constitution development
  • 二代培养与接班规划 Next-gen development and succession planning
  • 家族信托设立 Family trust establishment
  • 家族冲突管理 Family conflict management

风险管理与合规 Risk Management & Compliance

全面评估和管理房地产家族面临的政策、市场、法律与财务风险,确保合规经营与财富安全。 Comprehensively assessing and managing policy, market, legal, and financial risks faced by real estate families, ensuring compliant operations and wealth security.

  • 政策与市场风险评估 Policy and market risk assessment
  • 法律与合规支持 Legal and compliance support
  • 财务风险管理 Financial risk management
  • 危机管理 Crisis management

社会责任与影响力投资 Social Responsibility & Impact Investing

协助房地产家族履行社会责任,设计慈善与影响力投资策略,提升家族声誉与社会影响力。 Assisting real estate families in fulfilling social responsibilities, designing philanthropy and impact investing strategies, enhancing family reputation and social influence.

  • 慈善与公益规划 Philanthropy and public welfare planning
  • ESG投资 ESG investing
  • 家族基金会设立 Family foundation establishment
  • 社会影响力评估 Social impact assessment

生活管家服务 Lifestyle Management Services

为家族成员提供高品质的生活管家服务,包括教育规划、健康管理、全球身份规划等,全方位提升家族生活品质。 Providing high-quality lifestyle management services for family members, including education planning, health management, global identity planning, etc., comprehensively enhancing family quality of life.

  • 教育规划 Education planning
  • 健康管理 Health management
  • 全球身份规划 Global identity planning
  • 生活品质提升 Quality of life enhancement

服务流程 Service Process

初步沟通与需求评估 Initial Communication & Needs Assessment

预约咨询会议,深入了解家族需求,进行初步资产评估与问题诊断,确定合作意向与服务范围。 Schedule consultation meetings, deeply understand family needs, conduct preliminary asset assessment and problem diagnosis, and determine cooperation intentions and service scope.

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定制化方案设计 Customized Solution Design

深度分析家族资产结构与需求,制定个性化服务方案,明确收费模式与服务期限,形成完整的家族财富规划方案。 Deeply analyze family asset structure and needs, develop personalized service solutions, clarify fee models and service periods, and form a complete family wealth planning solution.

正式签约与执行 Formal Contract Signing & Implementation

签署服务协议,组建专属服务团队,制定详细工作计划,开始执行各项服务内容,定期汇报进展。 Sign service agreements, build dedicated service teams, develop detailed work plans, begin implementing various service contents, and regularly report progress.

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长期陪伴与动态调整 Long-term Companionship & Dynamic Adjustment

提供长期陪伴与顾问服务,根据家族需求变化和市场环境调整服务内容,定期进行综合评估,持续优化财富管理方案。 Provide long-term companionship and advisory services, adjust service content according to changes in family needs and market environment, conduct regular comprehensive assessments, and continuously optimize wealth management solutions.

海仕家族参与基金 Haishi Family Participation Fund

创新的资源整合与价值共创平台 Innovative Resource Integration and Value Co-creation Platform

创新的基金模式 Innovative Fund Model

海仕家族参与基金是海仕家族办公室的核心创新,这是一个整合所有客户家族资源的创新平台,通过参与合伙人(PP)机制实现价值共创与共享。 The Haishi Family Participation Fund is the core innovation of Haishi Family Office, an innovative platform that integrates all client family resources and achieves value co-creation and sharing through the Participation Partner (PP) mechanism.

三元结构 Triple Structure

基金采用"GP+LP+PP"三元结构: The fund adopts a "GP+LP+PP" triple structure:

  • GP: 海仕家族办公室专业团队,负责基金运营与管理 Haishi Family Office professional team, responsible for fund operation and management
  • LP: 家族成员提供的资金,作为基金的资本提供者 Capital provided by family members, serving as capital providers for the fund
  • PP: 各类专业参与者,提供专业知识与资源支持 Various professional participants, providing professional knowledge and resource support

这种创新的三元结构打破了传统投资基金的局限,不仅关注资金投入,更重视专业参与和资源整合,能够为投资项目创造更多附加价值,提高投资成功率和回报水平。 This innovative triple structure breaks the limitations of traditional investment funds. It not only focuses on capital investment but also emphasizes professional participation and resource integration, creating more added value for investment projects and improving investment success rates and return levels.

通过家族参与基金,我们将所有客户家族的资源和专业力量整合在一起,形成"1+1>2"的协同效应,共同把握优质投资机会,分散单一项目风险,实现财富的稳健增长。 Through the Family Participation Fund, we integrate the resources and professional strengths of all client families, forming a "1+1>2" synergy effect, jointly grasping quality investment opportunities, dispersing single project risks, and achieving steady wealth growth.

参与合伙人(PP)机制 Participation Partner (PP) Mechanism

参与合伙人类型 Types of Participation Partners

  • 家族成员PP Family Member PPs

    各家族的核心成员,特别是有专业背景的二代成员 Core members of families, especially second-generation members with professional backgrounds

  • 行业专家PP Industry Expert PPs

    房地产、金融、法律、税务等领域的专业人士 Professionals in fields such as real estate, finance, law, and taxation

  • 资源连接者PP Resource Connector PPs

    拥有优质资源网络的行业领袖和社会精英 Industry leaders and social elites with high-quality resource networks

  • 服务提供商PP Service Provider PPs

    为家族提供专业服务的机构和个人 Institutions and individuals providing professional services for families

参与基金的价值创造 Value Creation of the Participation Fund

  • 资源协同 Resource Synergy

    整合各家族的资源优势,实现1+1>2的协同效应 Integrating the resource advantages of various families to achieve a 1+1>2 synergy effect

  • 专业赋能 Professional Empowerment

    通过PP网络提供多领域专业支持,提升投资决策质量 Providing multi-field professional support through the PP network to improve investment decision quality

  • 风险分散 Risk Diversification

    通过多家族共同投资,分散单一项目风险 Dispersing single project risks through multi-family joint investments

  • 二代培养 Next-Gen Development

    为家族二代提供实践平台,培养投资与管理能力 Providing a practical platform for the second generation of families to cultivate investment and management capabilities

投资领域聚焦 Investment Focus Areas

房地产相关新兴领域 Emerging Real Estate Related Fields

  • 科技地产 Technology Real Estate
  • 康养地产 Health & Wellness Real Estate
  • 绿色建筑 Green Buildings
  • 产业地产 Industrial Real Estate
  • 不动产科技 PropTech

多元化金融投资 Diversified Financial Investments

  • 私募股权投资 Private Equity Investments
  • 二级市场投资 Secondary Market Investments
  • 另类投资 Alternative Investments
  • 固定收益产品 Fixed Income Products
  • 海外资产配置 Overseas Asset Allocation

新兴产业与创新领域 Emerging Industries & Innovation

  • 人工智能 Artificial Intelligence
  • 新能源科技 New Energy Technology
  • 数字健康 Digital Health
  • 高端制造 Advanced Manufacturing
  • 新消费品牌 New Consumer Brands

成功案例 Success Stories

我们如何帮助房地产家族实现转型与传承 How We Help Real Estate Families Achieve Transformation and Succession

案例一:资产优化与多元化配置 Case Study 1: Asset Optimization and Diversification

某二线城市商业地产家族 A commercial real estate family from a second-tier city

客户背景 Client Background

资产规模约30亿元,90%集中在商业物业,现金流紧张,二代有意接班但缺乏经验。 Asset scale of approximately 3 billion yuan, 90% concentrated in commercial properties, tight cash flow, second generation willing to take over but lacking experience.

面临挑战 Challenges Faced

  • 资产高度集中,流动性不足 Highly concentrated assets, insufficient liquidity
  • 传统商业地产收益下滑 Declining returns from traditional commercial real estate
  • 二代接班缺乏经验与规划 Next generation succession lacking experience and planning
  • 家族治理结构不完善 Imperfect family governance structure

解决方案 Solutions

  • 设立家族信托,明确传承规划 Establishing family trust, clarifying succession planning
  • 通过REITs盘活部分物业,释放15%资金 Revitalizing some properties through REITs, releasing 15% of funds
  • 配置40%资产于海仕家族参与基金 Allocating 40% of assets to the Haishi Family Participation Fund
  • 培养二代参与基金管理,积累经验 Training the second generation to participate in fund management and accumulate experience

成果 Results

  • 资产流动性提升60% Asset liquidity improved by 60%
  • 投资年化收益率从4%提升至8% Annual investment return rate increased from 4% to 8%
  • 二代成功接班核心业务 Second generation successfully taking over core business
  • 家族治理结构明晰化 Family governance structure clarified
"海仕家族办公室帮助我们家族实现了资产的多元化配置,不仅提高了收益,更重要的是解决了二代接班的问题,让我对家族企业的未来更有信心。" "Haishi Family Office helped our family achieve asset diversification, not only improving returns but more importantly solving the issue of second-generation succession, giving me more confidence in the future of our family business."
— 客户L先生,创始人 — Mr. L, Founder

案例二:业务转型与价值提升 Case Study 2: Business Transformation and Value Enhancement

某传统住宅开发商家族 A traditional residential developer family

客户背景 Client Background

资产规模约15亿元,主要从事住宅开发业务,面临土地获取难、利润下滑困境。 Asset scale of approximately 1.5 billion yuan, mainly engaged in residential development business, facing difficulties in land acquisition and profit decline.

面临挑战 Challenges Faced

  • 传统住宅开发模式受政策限制 Traditional residential development model restricted by policies
  • 土地获取成本高,利润空间压缩 High land acquisition costs, compressed profit margins
  • 缺乏多元化发展路径 Lack of diversified development paths
  • 家族内部意见分歧 Internal family disagreements

解决方案 Solutions

  • 制定"轻资产+科技地产"转型战略 Formulating "asset-light + technology real estate" transformation strategy
  • 引入科技合作伙伴,开发智慧社区 Introducing technology partners to develop smart communities
  • 通过海仕参与基金投资物业科技初创企业 Investing in property technology startups through the Haishi Participation Fund
  • 优化税务结构,年节省税费约8% Optimizing tax structure, saving about 8% in annual taxes and fees

成果 Results

  • 成功向科技地产运营商转型 Successfully transforming into a technology real estate operator
  • 物业估值提升30% Property valuation increased by 30%
  • 建立可持续的盈利模式 Establishing a sustainable profit model
  • 家族内部达成转型共识 Reaching consensus on transformation within the family
"在海仕团队的帮助下,我们家族企业成功实现了从传统住宅开发商到科技地产运营商的转型,打开了全新的发展空间,重新找到了业务增长点。" "With the help of the Haishi team, our family business successfully transformed from a traditional residential developer to a technology real estate operator, opening up a new development space and rediscovering business growth points."
— 客户W女士,二代继承人 — Ms. W, Second-generation Heir

客户评价 Client Testimonials

Z

张先生 Mr. Zhang

某知名商业地产集团创始人 Founder of a well-known commercial real estate group

"海仕家族办公室的专业团队深刻理解房地产行业的特性和挑战,为我们提供了非常有针对性的财富管理和传承规划方案。特别是他们的参与基金模式,帮助我们有效整合了行业资源,创造了超出预期的投资回报。" "The professional team at Haishi Family Office deeply understands the characteristics and challenges of the real estate industry, providing us with very targeted wealth management and succession planning solutions. Especially their participation fund model, which helped us effectively integrate industry resources and create investment returns beyond expectations."
L

李女士 Ms. Li

某地产家族二代继承人 Second-generation heir of a real estate family

"作为家族企业的二代,我深感肩上的责任重大。海仕家族办公室不仅帮助我们家族完成了平稳的代际传承,还通过其独特的参与合伙人机制,让我接触到了许多行业专家和资源,极大地提升了我的专业能力和信心。" "As the second generation of a family business, I feel a great responsibility on my shoulders. Haishi Family Office not only helped our family complete a smooth intergenerational succession but also, through its unique participation partner mechanism, allowed me to connect with many industry experts and resources, greatly enhancing my professional capabilities and confidence."
C

陈先生 Mr. Chen

某房地产开发企业董事长 Chairman of a real estate development enterprise

"在行业深度调整的背景下,海仕家族办公室帮助我们企业成功实现了业务转型,从单一的住宅开发转向多元化的地产运营服务,不仅稳住了企业发展,还为家族财富创造了新的增长点。他们的专业团队给了我们莫大的信心和支持。" "Against the backdrop of deep industry adjustments, Haishi Family Office helped our business successfully achieve business transformation, shifting from single residential development to diversified real estate operation services, not only stabilizing business development but also creating new growth points for family wealth. Their professional team gave us tremendous confidence and support."

选择海仕,与您携手共创家族新未来 Choose Haishi, Creating a New Future for Your Family Together

海仕家族办公室凭借对房地产家族的深刻理解、创新的参与基金模式和海仕集团的强大生态支持,致力于成为中小型房地产家族企业转型与传承的最佳伙伴。 With deep understanding of real estate families, an innovative participation fund model, and strong ecosystem support from Haishi Group, Haishi Family Office is committed to becoming the best partner for the transformation and succession of small to medium-sized real estate family businesses.

联系我们 Contact Us

期待与您共同探索家族财富管理与传承之道 Looking Forward to Exploring Family Wealth Management and Succession with You

联系方式 Contact Information

地址 Address

深圳市福田区金融中心88号海仕大厦32楼 32/F, Haishi Building, 88 Financial Center, Futian District, Shenzhen

电子邮箱 Email

contact@haishifo.com

电话 Phone

+86 755 8888 9999

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