《传承宝典》12: Roelof Botha两分钟访谈
发布时间：2019-06-19
《传承宝典》12
Roelof Botha两分钟访谈
Roelof Botha 罗洛夫-博塔
Stonehage Fleming 家族办公室合伙人 - 伦敦大区负责人
前言：
作为一位英国家族办公室的负责人，Roelof 在管理高净值家庭和个人的全球利益方面拥有丰富的经验。他参与了许多不同的司法管辖区的商业活动、财富管理、财产梳理、艺术收藏和慈善事业。他一贯融入两代人或更多代之间，特别强调长期风险管理和协作决策。 Roelof 于2012年从德意志银行的伦敦分行加入Stonehage Fleming集团。他拥有会计荣誉学士学位，曾供职于毕马威会计师事务所，并于2007年获得英国特许会计师资格。他也是南非特许会计师协会（SAICA）和国际信托房地产从业者协会（STEP）的成员。鲜有某一项家族状况，是我们前所未见的。我们谈论的是“实用智慧”——我们的客户可以从中吸取大量的共享知识。我们利用这些经验，来帮助家族成员之间进行辩论，并在适当的时机提出解决方案。促进这种讨论是我们所扮演角色的一大重要戏份，特别是在确定家族财富的目的、或处理继承权规划之类的敏感问题时。我们在帮助家族成员就其核心战略目标达成协议、同步建立一个旨在让所有人都有发言权的决策框架方面，发挥着核心的作用。
我们的大多数客户都是企业家。那些从自己的生意中创造财富的人，常常会以他们的个人事务与其商业活动交织纠缠在一起而告终。随着业务的蓬勃增长，通常情况下，诸如外部股东加入企业等事件，会促使人们重新审视：他们是如何管理自身事务的，往往导致他们随即成立其家族办公室。 家族办公室能把一切都联接在一起。人们会对我们与客户的合作程度感到惊讶；我们经常每天与他们交谈数次，无论是关于正在买卖的资产、正在建立的企业、还是正在落实的家庭安排。由团队来运行这些流程，在适当的时候呈递上汲取自专家们的建议，并提供一系列行政管理服务来实现所做的决策。这些或可覆盖家族企业、投资、艺术品管理、员工雇佣或慈善事业等范围。我们处理全局(big picture)，包括但远远超出家庭财务安排的技术性细节。
不存在什么“独门秘方”。适合一个家族的，不一定适用于所有人。有些客户来找我们的时候，他们的团队已经就位了。我们与一众更大体量级的客户们合作，并与他们的内部团队合作——我们为自己与其他各专业领域人士合作的这份能力感到自豪。对于其他客户，我们从第一天起就承担起他们所有的家族办公室事务。我们所提供的服务，既精确排序又完全灵活；一个家庭的优先级事项时常发生变化，我们完全适应这种变化的需求。
English Version
Two minutes with Roelof Botha
Roelof Botha
Partner – Head of Stonehage Fleming Family Office, London
As Head of our UK Family Office, Roelof has extensive experience of managing the worldwide interests of wealthy families and individuals. His involvement spans the whole spectrum of his clients’ affairs, including their business activities, wealth management, property, art collections and philanthropy, often conducted through a number of different structures, across several jurisdictions. He is typically involved across two or more generations, with particular emphasis on long-term risk management and promoting collaborative decision making through good family governance.
Roelof joined the Group in 2012 from Deutsche Bank in London. He holds a Bachelor of Accounting (Honours) Degree and qualified as a Chartered Accountant in 2007. He is a member of theSouth African Institute of Chartered Accountants (SAICA), as well as STEP.
There are very few family situations we haven’t seen before. We talk about ‘practical wisdom’ - the huge pool of shared learning our clients can draw from. We use these experiences to help inform debate among family members and to suggest solutions where appropriate. It is an important part of our role to facilitate such discussions, particularly when defining the purpose of a family’s wealth or addressing the sensitivities of succession planning. We play a central role in helping family members reach agreement on their core strategic objectives and putting in place a decision-making framework which aims to give a voice to all.
The majority of our clients are entrepreneurial. People who have created their wealth from their own businesses often end up with their personal affairs entwined with their business activities. As the business grows, usually an event such as the entrance of an external shareholder will prompt a review of how they run their affairs which often results in their engaging a family office.
The Family Office is what ties everything together. People would be amazed at the extent of our involvement with clients; we often speak to them several times a day, whether it be on assets being bought or sold, ventures being established or family arrangements being put in place. The team runs these processes, giving or obtaining expert advice when appropriate and providing a range of administration services to implement the decisions made. These may cover the family business, investments, art management, staff employment or philanthropy, to name a few. We deal with the big picture, including but extending far beyond the technicalities of a family’s financial arrangements.
There is no ‘secret formula’. What is right for one family may not be right for everyone. Some clients come to us with some sort of a team already in place. With a number of our bigger clients we collaborate with their in-house teams - we pride ourselves on our ability to work with other professionals. With others, we take on all their family office affairs from day one. The exact permutation of services we offer is fully flexible; a family’s priorities will change and we can adapt to meet such changing requirements.
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