我們的使命很簡單：協助家族看清全局、做出明智決策，並自信地跨世代傳承財富。

在波動劇烈的行情裡，投資的紀律操作看起來反而像「短線交易」。但這真的是短炒投機嗎？ 還是嚴謹的風險管理呢？本周分享一下我們最近的投資觀察心得，拋磚引玉。

In a highly volatile market, disciplined investing can easily look like short‑term trading. But is it really speculation? Or is it simply rigorous risk management? This week, we’re sharing some of our recent investment observations to spark further discussion.

The hottest thing in tech right now isn’t a new chip or a flashy product launch — it’s a lobster!

最近科技圈最火的，不是什麼新晶片，而是一隻龍蝦！

專業基金經理人「替客戶做」投資，投資顧問「陪客戶做」投資。兩種角色、兩種責任，各有不同的甜與苦。我們分享這些真實的日常。

Professional fund managers “invest for clients,” while investment advisors “invest with clients.” Two roles, two sets of responsibilities—each with its own sweetness and its own challenges. Here, we share a glimpse of their everyday realities.

Nvidia’s latest flagship architecture—recently unveiled with great fanfare—was named Rubin for a very specific reason.

輝達黃爸爸早前隆重發布的最新旗艦架構，為什麼要取名 Rubin？背後的寓意，比您想像的更深。

Our mission is simple: to help families see clearly, decide wisely, and grow confidently across generations.

Explain in the simplest way possible what the newspapers mean when they talk about 2‑nanometer and 3‑nanometer chip manufacturing processes.

用最簡單的方式解釋，報紙上每天都在說的 2 奈米、3 奈米晶片製程，到底是什麼意思

財經網紅與傳統金融業、家辦行業之間的相愛相殺。人類史上最瘋狂的工程奇蹟：極紫外光 EUV。委內瑞拉與新興市場主權債券。

Love-Hate Saga: Finfluencers vs. Traditional Finance. The Most Insane Engineering Miracle Ever: EUV. Venezuela's & Emerging Market Sovereign Bonds.

"Inheritocracy" & "The Bank of Mum and Dad". Can retail investors buy SpaceX through ETFs? How to read the Fed's Dot Plot?

繼承經濟與父母銀行。散戶也可以透過ETF買SpaceX? 如何正確解讀美聯儲利率點陣圖?

家辦的投資羅盤 - 投資策略書 (Investment Policy Statement)。誰才是美股背後的「話事人/老闆/領導」? 真人真事 - 引人入勝的內線交易案。

The Compass of Family Wealth - Investment Policy Statement (IPS). Who Really Has a Say on US Stock Market? An "Entertaining" Insider Trading Case.

近期基金調研心得。當大型基金也不再「資產配置」或「ESG」。足以顛覆市場的「美元利差交易」。

Our reflections on recent fund research. When giants ditch "Asset Allocation" and "ESG". The impressive dollar carry trades.