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About us 关于我们

Banyan Legacy is a high-end information and knowledge hub for both Chinese and overseas players who are Ultra High Net Worth families and the family offices, private banks, wealth managers, trusts, law firms and asset managers. We organize global-operational C-level events among Shanghai, Shenzhen, Qingdao, Hong Kong, Singapore and New York to offer a real insight sharing and value exchanging platform for our clients. Over 1,500 companies along with their 5,000+ senior executives attended our events during past 3 years and thanks to our proven track record enable us not only help our overseas partners to BUILD, to MANAGE and to DRIVE forward their distribution channels via our accumulated resources, but facilitate local Chinese wealth managers to SOURCE and to SELECT right global investment products and wealth management services.
To be your best distribution partner in China for INTERNATIONAL; To be your best products-sourcing partner around the world for LOCAL. To be China’s best global wealth   management, content screener and producer. 
 
磐岩薪传致力于为境内外高端财富管理机构(包括:家族办公室、私人银行、独立财富公司、信托、保险、基金、券商、投行、资产管理、税务规划、身份规划、不动产投资等)提供最实用和前沿的专业技能与商业信息解决方案。同时,为准备进入中国市场的海外机构提供渠道建设、管理和销售推动的整体营销服务;为期望开展海外资产配置业务的中国机构提供境外投资产品与资产保全服务的遴选服务。
 
在过去的3年半时间里,我们的足迹遍布纽约、旧金山、香港、上海、深圳、青岛、合肥等世界级或区域性中心城市,服务超过来自1500家金融机构的5000多名高层管理人员。受益于这些踏实的积累和客户口碑的认可,我们期望做中国最优秀的家族财富管理领域商业信息和营销服务的专业机构。
 
做海外机构最好的中国市场渠道合作伙伴;做本土机构最佳的境外产品筛选伙伴;做中国最优秀的全球家族财富管理内容的筛选者和生产商。