Security Assurance, Risk Isolation, Compliance Governance, Strategic Innovation, Asset Management

Professional Empowerment for Family Legacy

Service Overview

Seven Core Services

Covering five major need categories

01

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.

02

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.

03

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.

04

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.

05

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.

06

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.

07

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.

Methodology

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 Courses

Certification Course System

Two categories: Hot Topics and Specific Professional Topics

Hot Topics in Succession

Hot Topic

Cross-border Family Succession in the Transparency Era

How to protect personal and family safety in a transparent environment.

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Hot Topic

Marriage, Wealth and Succession

Legal thinking on three life propositions: marriage, wealth and succession.

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Hot Topic

The Bigger the Enterprise, the Less Optional Compliance Becomes

Legal and compliance systems that family enterprises must establish.

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Hot Topic

Strategic Thinking for Family Enterprises Across Cycles

Reshaping business models and growth paths in uncertain environments.

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Specific Professional Topics

Professional

When Personal Wealth Enters the Family Dimension

Trust, legal tools and long-term succession system layout for high-net-worth families.

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Professional

From "Boss Decides" to "System Runs"

Transformation keys from rule-by-person to rule-by-system in family enterprises.

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Course Registration

Online Registration

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