为何家族办公室纷纷迁往波多黎各：揭秘第60号法案的税收优惠

欢迎收听家族办公室播客。

Welcome to the Family Office Podcast.

在本期于比佛利山投资者俱乐部峰会上录制的节目中，我们将揭示为何家族办公室和基金经理们纷纷迁往波多黎各。

In this episode recorded live at our Beverly Hills Investor Club Summit, we uncover why family offices and fund managers are moving to Puerto Rico.

让我们开始吧。

Let's get into it.

特别是波多黎各，我我记得大约十五年前就有个趋势，当时很多对冲基金经理和富人为避税搬到那里。

With Puerto Rico in particular, I I I remember there was a trend, say fifteen years ago, where all these hedge fund managers and people were moving there for tax advantage.

现在情况如何了？

What does that look like today?

或者如果您不介意的话，我对这方面完全不了解——

Or if you don't mind, being completely ignorant of it just from

当然可以。

Yes, Certainly.

我不提供正式建议。

And I don't give official advice.

请咨询您的税务顾问和律师。

Please consult your tax adviser and attorney.

不过根据他们所谓的60号法案（即20号和22号法案的修订版），波多黎各税法中有很多优惠。

However, there are a lot of benefits under what they call Act 60, which was the revamp of Act 20 and Act 22, which is is part of the Puerto Rican tax code.

波多黎各是美国领土。

Puerto Rico is a US territory.

在座若有不清楚的，我要说明它实行非常特殊的税收制度。

In case any of you in the room are not familiar, it has very special tax regime.

所有美国领地都如此，但在我看来波多黎各的税制最优越，因为它完全独立于美国国税局及其法规体系。

All US territories do, but Puerto Rico has has one that's that's the best in my opinion, in that regard because it's entirely independent of the IRS and the IRS code.

至于潮流性，我我喜欢保持领先或超前一步。

As far as the trendiness, I I like to be on the the cutting edge or ahead of the pack a little bit.

几年前我做了这件事，现在认识了很多人。

So I did this a few years ago, and now I meet so many people.

比如，哦，我又在考虑这件事了。

Like, oh, I'm considering that again.

所以我就说，好啊。

So I'm like, yes.

我已经在那儿了。

I'm there.

我正在做我该做的事。

I'm doing what I should be.

但波多黎各因飓风玛丽亚、新冠疫情等遭遇了一些挫折。

But Puerto Rico had some setbacks based on hurricane Maria, COVID, etcetera.

看起来每当这个项目在人气和势头方面有所进展时，总会遇到某种挫折，注意力就被转移了。

So it seems like every time they they gain in popularity and momentum with respect to this program, there's some sort of setback attention is elsewhere.

但这真是个很棒的项目。

But it's a wonderful program.

这确实是世界上少数几个地方之一，作为美国公民居住在那里，不会被征收全球收入税、资本利得税，当然某些其他类型的投资收入税也取决于来源地。

It's really one of the few places in the world you can live as a US citizen and not be taxed on your worldwide income, not be taxed on capital gains, and certain other types of portfolio income, of course, depending on where it's sourced.

以上就是关于波多黎各的快速解析，但非常有利。

So that's a quickie breakdown on Puerto Rico, but very advantageous.

而且那是个美丽的地方，人们友善，到东海岸任何地方都能快速飞抵。

And it's a beautiful place with friendly people and quick flights anywhere in the Eastern Seaboard.

请继续关注我们的下一场讨论。

Stay tuned to our next discussion.

我们将深入探讨绿色能源领域，探索投资者如何构建交易、管理法律风险，并在向可持续经济转型过程中寻找丰厚回报。

We'll dive into the world of green energy, exploring how investors are structuring deals, managing legal risks, and finding strong returns in the transition to a sustainable economy.

如果您是创始人、正在融资、开发房地产，或是投资者，我们诚邀您加入家族办公室俱乐部。

If you are a founder, raising capital, developing real estate, or you're an investor, we'd love for you to get involved in the Family Office Club.

我经营这个社区已有十八年了。

I've run this community for eighteen years now.

我们已举办了300场现场活动。

We've hosted 300 live events.

我们拥有1700万社交媒体群组成员和关注者。

We have 17,000,000 social media group members and followers.

我们拥有排名第一的家族办公室YouTube频道。

We have the number one YouTube channel on family offices.

我们拥有最受欢迎的家族办公室播客节目。

We have the number one most popular podcast on family offices.

您可以在familyoffices.com了解更多关于我们及会员选项的信息。

You can learn more about us and our membership options at familyoffices.com.

我们计划在2026年举办30场线下活动，今年还有另外十几场。

We have 30 in person events planned in 2026 and another dozen events this year.

请访问familyoffices.com了解更多详情。

Please go to familyoffices.com to learn more.