> ## Documentation Index > Fetch the complete documentation index at: https://docs.bordier.com/llms.txt > Use this file to discover all available pages before exploring further. # 参考文献 > 支撑 Continuity Compact 的第三方研究与资料来源。 * Altrata. (2024). Family Wealth Transfer 2024. Altrata (Wealth-X). [https://altrata.com/reports/family-wealth-transfer-2024](https://altrata.com/reports/family-wealth-transfer-2024) * American Bar Association. (n.d.). Glossary of Estate Planning Terms. American Bar Association. [https://www.americanbar.org/](https://www.americanbar.org/) * Association of Swiss Private Banks (ABPS). (2025). Who Takes Responsibility? Essay by Adriel Jost, published by Anja Touïl, 5 September 2025. Geneva: ABPS. [https://www.abps.ch/en/who-takes-responsibility/](https://www.abps.ch/en/who-takes-responsibility/) * Bordier & Cie. (2026). Company profile, regulatory status, governance structure, and office locations. Geneva: Bordier & Cie. [https://www.bordier.com/](https://www.bordier.com/) * Brodies LLP. (2024). Wealth Transfer Preparedness Survey. YouGov survey of UK adults aged 50+. Brodies LLP. [https://www.brodies.com/the-future-of-wealth-transfer/](https://www.brodies.com/the-future-of-wealth-transfer/) * Capgemini. (2025). World Wealth Report 2025. Paris: Capgemini SE. [https://www.capgemini.com/wp-content/uploads/2025/06/06\_04\_World-Wealth-Report-2025-Press-Release-1.pdf](https://www.capgemini.com/wp-content/uploads/2025/06/06_04_World-Wealth-Report-2025-Press-Release-1.pdf) * Caring.com. (2025). 2025 Wills and Estate Planning Study. Caring.com. [https://www.caring.com/resources/wills-survey](https://www.caring.com/resources/wills-survey) * Cerulli Associates. (2024). U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024: The Great Wealth Transfer. Boston: Cerulli Associates. [https://www.cerulli.com/](https://www.cerulli.com/) * Edward Jones. (2024). The Great Wealth Transfer Starts with the Great Wealth Talk. St. Louis: Edward Jones. [https://www.prnewswire.com/news-releases/the-great-wealth-transfer-starts-with-the-great-wealth-talk-edward-jones-research-finds-302071700.html](https://www.prnewswire.com/news-releases/the-great-wealth-transfer-starts-with-the-great-wealth-talk-edward-jones-research-finds-302071700.html) * FCA (Financial Conduct Authority). (n.d.). Regulated firms register. Financial Conduct Authority. [https://register.fca.org.uk](https://register.fca.org.uk/) * Fidelity Investments. (2025). Family & Finance Study: High-Net-Worth Edition. Boston: Fidelity Center for Family Engagement. [https://newsroom.fidelity.com/](https://newsroom.fidelity.com/) * FINMA (Swiss Financial Market Supervisory Authority). (n.d.). Banking legislation and supervision. FINMA. [https://www.finma.ch/en](https://www.finma.ch/en) * Grubman, J. (2022). There is No 70 per cent Rule. International Family Offices Journal, June 2022. [https://jamesgrubman.com/](https://jamesgrubman.com/) * Henley & Partners. (2025). Private Wealth Migration Report 2025. London: Henley & Partners. [https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2025](https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2025) * IndexBox. (2025). Rising Probate Disputes: How Modern Families and Retirement Accounts Fuel Inheritance Lawsuits. IndexBox. [https://www.indexbox.io/blog/estate-litigation-surges-32-amid-major-wealth-transfer/](https://www.indexbox.io/blog/estate-litigation-surges-32-amid-major-wealth-transfer/) * Ivashina, V., & Lerner, J. (2019). Patient Capital: The Challenges and Promises of Long-Term Investing. Princeton: Princeton University Press. * MAS (Monetary Authority of Singapore). (n.d.). Banking regulation and licensing. Monetary Authority of Singapore. [https://www.mas.gov.sg/regulation/banking/](https://www.mas.gov.sg/regulation/banking/) * McKinsey & Company. (2024). Asia-Pacific's family office boom: opportunity knocks. New York: McKinsey Global Institute. [https://www.mckinsey.com/industries/financial-services/our-insights/asia-pacifics-family-office-boom-opportunity-knocks](https://www.mckinsey.com/industries/financial-services/our-insights/asia-pacifics-family-office-boom-opportunity-knocks) * Ocorian. (2024). Outlook 2024: family office report. Ocorian Global Services. * Owner.One. (2024). Is Your Family Wealth Transfer-Ready? Owner.One, 20 September 2024. [https://owner.one/blog/is-your-wealth-transfer-ready/](https://owner.one/blog/is-your-wealth-transfer-ready/) * RBC Wealth Management. (2025). The conversation gap: family wealth transfer and inheritance readiness in North America. Toronto: RBC. [https://www.rbcwealthmanagement.com/](https://www.rbcwealthmanagement.com/) * Swiss Bankers Association. (2024). Regulatory framework for Swiss banks and private bankers. Swiss Bankers Association. [https://www.swissbanking.ch/](https://www.swissbanking.ch/) * UBS. (2025). Own Your Worth: Women's wealth and inheritance readiness. Zurich: UBS AG. [https://www.ubs.com/](https://www.ubs.com/) * UBS & Agreus. (2025). Family Enterprise Governance Report 2025. Survey of 106 global ultra-high-net-worth families. Zurich: UBS & Agreus Partners. [https://www.ubs.com/global/en/wealth-management/insights](https://www.ubs.com/global/en/wealth-management/insights) * WalletHub. (2026). Financial Literacy Statistics. WalletHub. [https://wallethub.com/edu/most-and-least-financially-literate-states/3337](https://wallethub.com/edu/most-and-least-financially-literate-states/3337) * Williams Group, The. (2003). Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values. Roy Williams and Vic Preisser. Irvine, CA: The Williams Group. [https://www.thewilliamsgroup.org/](https://www.thewilliamsgroup.org/) 本页面为译文。如本译文与英文版本有任何差异，概以英文版本为准。 This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.