Our advantages are we never sell fianncial investment products to high net worth individuals which make us have no interest of conflicts with all sorts of wealth and assets managers. Instead, we enable them being more capable of handling client’s various needs with our vast database resouces and selective practical insights. Especially, when they need offshore knowledge and partners.
* After 11 times successful Asia Private Banking and Family Office Summit held from Shanghai, Beijing, Shenzhen, Qingdao, New York and Singapore, we accumulated? strong database covering more than 20,000 direct contacts of decision-makers in this industry.
* Also we might be the very seldom local Chinese team who brought Chinese families and their FOs to Singapore and NYC have private meetings with local families and high-profile peers.
B. Training + Overseas Visits
* Theme month training
* In-house Training
* Singapore, the United States, Hong Kong, Switzerland, overseas visits (local family + SFO + private line + MFO + asset management + law firm + other special resources, etc.)
C. Community operation (paid membership system)
* Hierarchical structure. A layer of co-investing, sharing, sharing, and co-growing that is truly chemically reactive between the family and the SFO.
* Through a strong database, professional service providers (especially cross-border) that meet the needs of the family office are selected, saving time, empowering the team, and improving the stickiness of the home office and the customer.
* Build and operate a paid membership community, so that true family wealth management practitioners can find the most suitable domestic and foreign partners, and enhance their cognitive ability and professionalism through continuous learning and in-depth communication
A. 高端峰会 * 我们已成功举办了11届亚洲私人银行与家族办公室的主题峰会，建立了累积覆盖超过20,000人次来自高净值家族、私行、家办、三方、信托、律所、保险、资管等中高层人士的精准数据库，以及各个细分领域的专家智库资源。