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0🧭 本期简介
Hi，亲爱的小伙伴们，本期《家办闺蜜圈》邀请到 Boston Global Group Managing Director Corey Cooney。Boston Global 与澳大利亚知名企业家、投资人 Bill Moss AO 发起的家族办公室紧密相关，最初为家族办公室筛选全球投资机会，后来逐步发展为连接家族资本、超高净值投资者与跨境企业的私投行一体化平台（多用于 SFO/MFO 内部管理系统、投融资交易中台）。
In this episode of Family Office Circle, we speak with Corey Cooney, Group Managing Director of Boston Global. Boston Global is closely connected to the family office founded by renowned Australian entrepreneur and investor Bill Moss AO. It began by sourcing global investment opportunities for the family office and has since evolved into a private investment banking platform connecting family capital, ultra-high-net-worth investors and cross-border businesses.
我们聊到了家办如何在机构化治理与家族资本灵活性之间取得平衡，Boston Global 如何看中国市场、中国企业出海澳洲、ASX 上市机会、地缘政治风险，以及下一代家办治理。
We discuss how a family office balances institutional discipline with the flexibility of family capital, and how Boston Global views China, Chinese companies expanding into Australia, ASX listing opportunities, geopolitical risk and next-generation family office governance.
👤 嘉宾
Corey Cooney，Boston Global Group Managing Director，负责集团日常运营。Boston Global 与 Bill Moss AO 家族办公室并行发展，聚焦全球投资机会、跨境交易、家族资本协同与私投行一体化平台。
Corey Cooney is the Group Managing Director of Boston Global, overseeing the group's daily operations. Boston Global developed alongside the Bill Moss AO family office and focuses on global investment opportunities, cross-border transactions, family capital collaboration and private investment banking.
🎧 本期亮点
家办如何把机构化治理、合规和风险框架，与家族资本的速度和灵活性结合起来
How a family office combines institutional governance, compliance and risk management with the speed and flexibility of family capital
Boston Global 为什么不以行业定义能力边界，而更看重 partner alignment、expertise 和 execution capability
Why Boston Global defines its competence less by sector labels and more by partner alignment, expertise and execution capability
中国企业进入澳洲，为什么最大的挑战往往不是资本，而是本地化伙伴、专业顾问和文化理解
Why the biggest challenge for Chinese companies entering Australia is often not capital, but local partners, advisors and cultural understanding
ASX 为什么可能成为部分中国企业在美国、香港之外的海外上市选择
Why ASX may become an overseas listing alternative for some Chinese companies beyond the US and Hong Kong
为什么 Corey 认为中国是长期战略配置，而不是短期周期机会
Why Corey views China as a long-term strategic allocation, not a short-term cyclical opportunity
💡 核心观点
家办的优势不是“更随意”，而是在清晰治理下更灵活、更长期、更关系驱动。
The advantage of a family office is not informality, but flexibility, long-term orientation and relationship-driven decision-making under clear governance.
真正的能力边界由伙伴质量、专业能力和执行深度决定，而不只是由行业标签决定。
A real circle of competence is defined by partner quality, expertise and execution depth, not just by sector labels.
中国企业出海澳洲，需要长期可信的本地 operating partners，而不是只依赖 broker 或短期 dealmaker。
Chinese companies expanding into Australia need long-term, credible local operating partners, not just brokers or short-term dealmakers.
选择法律、会计、税务和专业顾问时，不应只看品牌，更要看 capability、cultural fit 和 practical experience。
When choosing legal, accounting, tax and professional advisors, brand name alone is not enough; capability, cultural fit and practical experience matter.
中国对 Boston Global 来说是长期战略配置，而不是短期交易机会。
For Boston Global, China is a long-term strategic allocation, not a short-term trading opportunity.
📝 金句
家办不是只管理资本，也是在管理关系、心理和代际动态。
A family office is not only about managing capital; it is also about managing relationships, psychology and intergenerational dynamics.
能拒绝不适合自己的机会，本身就是长期成功的一部分。
Being able to decline unsuitable opportunities is itself part of long-term success.
🎯 适合谁听
关注家族办公室、家族资本和下一代治理的人
Listeners interested in family offices, family capital and next-generation governance
关注中国企业出海澳洲、ASX 上市和中澳跨境投资的企业家与投资人
Entrepreneurs and investors following Chinese companies expanding into Australia, ASX listings and China-Australia investment
正在思考家办组织设计、投资决策和传承机制的家族企业成员
Family business members thinking about family office design, investment decisions and succession mechanisms
⏱️ 时间轴 / Timeline
开场与活动预告
Opening and event notice
Corey 介绍 Boston Global 与 Bill Moss AO 家族办公室
Corey introduces Boston Global and the Bill Moss AO family office
从机构背景到家族资本：投资决策与风控如何变化
From institutional background to family capital: investment decisions and risk management
Boston Global 如何定义核心能力边界
How Boston Global defines its circle of competence
当前资产配置：流动性、AI 供应链、公募市场与房地产
Current asset allocation: liquidity, AI supply chains, public markets and real estate
中澳跨境机会与中国企业出海澳洲
China-Australia opportunities and Chinese companies expanding into Australia
ASX 作为海外上市替代路径
ASX as an overseas listing alternative
地缘政治风险与投资 thesis 调整
Geopolitical risk and reassessing investment theses
中国在全球资产配置中的长期位置
China's long-term role in global asset allocation
Boston Global 的投资委员会、资本池与决策机制
Boston Global's investment committee, capital pools and decision-making structure
给中国企业出海澳洲的三条建议
Three pieces of advice for Chinese companies expanding into Australia
给下一代和家办从业者的建议
Advice for next-generation family members and family office professionals
🔎 关键词 / Keywords
家族办公室、Boston Global、Bill Moss AO、Corey Cooney、Macquarie Bank、澳洲家办、中澳跨境投资、中国企业出海、ASX、家办治理、下一代传承、家族资本、AI 供应链、地缘政治风险
Family Office, Boston Global, Bill Moss AO, Corey Cooney, Macquarie Bank, Australian family office, China-Australia investment, Chinese companies going global, ASX, family office governance, next-generation succession, family capital, AI supply chain, geopolitical risk
📣 CTA
如果你关注家族办公室、跨境投资和中国企业出海，欢迎订阅《家办闺蜜圈》。也欢迎在评论区告诉我们，你还想听到哪些国家、哪些类型家办的真实经验。
If you are interested in family offices, cross-border investment and Chinese companies going global, subscribe to Family Office Circle. Leave a comment and tell us which countries or types of family offices you would like us to explore next.
📌 可选活动预告 / Optional Event Notice
节目开头提到Candice将参加 PDI APAC Forum 2026 新加坡活动，并主持家办圆桌相关主题分享，报名请联系小助理。
👇 如何进群？
扫码添加小助理（alia-foc），免费加入家办闺蜜群！
制作人：Bob
🎶片中bgm：Nujabes《Luv(sic) Pt. 2》
