We have 3 pillars of our business which are High-end Events, Training (including overseas study program) , Membership Community Operation.
Our advantages are we never sell financial 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 resources and selective practical insights. Especially, when they need offshore knowledge and partners.
A. High-end Conferences
* After 12 times successful Asia Private Banking and Family Office Summit held from Shanghai, Beijing, Shenzhen, Qingdao, New York and Singapore, we accumulated quite 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.
* 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
B. Training + Overseas Study Programmes
* Monthly training on different themes
* In-house Training
* Overseas Study Programmes in Singapore, Hong Kong, USA, Switzerland with local families + SFOs + private banks + MFO + asset management + law firm + other special resources, etc.)
C. Community operation (paid membership system)
* Hierarchical structure. A layer of co-investing, sharing, and co-growing that is truly chemically reactive between the families and the SFOs.
* Through a strong database, we carefully select those professional service providers (especially cross-border) that meet the needs of the family offices, for saving time, empowering the FO team, and improving the stickiness between the family offices and the families.
* Our intention to create a paid membership community is to build a high-quality, learning ecosystem that minimizes the information gap between national boundaries and different yields. Help the real local Chinese Family Offices find out a qualified and trusted overseas partner and continually improving their professional capabilities via deep learning and communicating with other peers.