Seven Core Services
Covering five major need categories
Family Enterprise Governance & Compliance
Internal compliance management system, contract management, external counsel sourcing, IP protection, cross-border legal services, internal audit system.
Internal compliance management system, contract management, external counsel sourcing, IP protection, cross-border legal services, internal audit.
Family Governance & Succession
Family governance process, charitable affairs, inheritance and gift planning, family trust, dispute resolution, equity structure design.
Family governance process, charitable affairs, inheritance and gift planning, family trust, dispute resolution, equity structure design.
Risk Management
Confidential design, wealth preservation, risk control system for high-net-worth families.
Confidential design, wealth preservation, risk control system for high-net-worth families.
Asset Isolation & Large Insurance
Pre-marital asset isolation, marital asset preservation, isolation between business owner and enterprise, domestic and overseas asset isolation planning.
Pre-marital asset isolation, marital asset preservation, business owner-enterprise isolation, domestic and overseas planning.
Tax Planning & CRS Compliance
Global asset aggregation, diagnosis, adjustment, tracking, post-investment management, optimization, overseas allocation.
Global asset aggregation, diagnosis, adjustment, tracking, post-investment management, optimization, overseas allocation.
Trust & Wealth Succession Architecture
International trust, offshore trust, family trust, service trust, charitable trust and foundation architecture design.
International trust, offshore trust, family trust, service trust, charitable trust and foundation architecture design.
Personal Legal Risk & Dispute Resolution
Civil litigation, criminal charges, administrative proceedings, bankruptcy reorganization, VAM failure disputes, securities disputes, investment disputes, trade secret infringement, IP enforcement.
Civil litigation, criminal charges, administrative proceedings, bankruptcy reorganization, VAM failure, securities disputes, investment disputes, trade secret, IP enforcement.
Five Key People · Seven Dragons · Wealth Protection
Understand Needs
Confidential mechanism\nKYC analysis
Relationship & Risk
Identify five key relationships\nBuild succession network
Comprehensive Planning
Seven tools\nWealth protection
Dual-Track Allocation
Onshore-offshore synergy\nProfessional execution
Certification Course System
Two categories: Hot Topics and Specific Professional Topics
Hot Topics in Succession
Cross-border Family Succession in the Transparency Era
How to protect personal and family safety in a transparent environment.
Register NowMarriage, Wealth and Succession
Legal thinking on three life propositions: marriage, wealth and succession.
Register NowThe Bigger the Enterprise, the Less Optional Compliance Becomes
Legal and compliance systems that family enterprises must establish.
Register NowStrategic Thinking for Family Enterprises Across Cycles
Reshaping business models and growth paths in uncertain environments.
Register NowSpecific Professional Topics
When Personal Wealth Enters the Family Dimension
Trust, legal tools and long-term succession system layout for high-net-worth families.
Register NowFrom "Boss Decides" to "System Runs"
Transformation keys from rule-by-person to rule-by-system in family enterprises.
Register NowOnline Registration
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Our professional team provides one-stop family wealth management and succession solutions
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