Original title: trustworthy wealth release Ruicheng family office brand provides one-stop, customized inheritance services and comprehensive solutions source: China Finance Online Co Ltd website
The 2020 Wealth inheritance Summit hosted by Citic Wealth was held in Beijing on October 15. As a major part of the event, Yixin Fortune's new brand, Ruicheng Family Office, was solemnly unveiled.
The Ruicheng family office aims to promote the advancement and continuation of the material and spiritual wealth of ultra-high net worth families, so that the family spirit and family genes pass through the torrent of years, and the word "auspicious" in the Ruicheng family office is a sign of auspiciousness. it also represents the entrustment of trust; the word "acceptance" means continuation and fiduciary. "Ruicheng" symbolizes that the family office is entrusted to customers to create wealth and sustainable value for them. The English name of the Ruicheng family office is "Heritvest Family Office". "Heritvest" is a combination of English "Heritage and Investment", symbolizing the continuous inheritance of wealth with professional services.
Shang Xi, co-president of Citic Wealth and president of Ruicheng family office, said that Ruicheng family office is a high-end brand set up separately for ultra-high net worth individuals and families. It is a professional leading organization that provides family wealth inheritance, enterprise inheritance and cultural inheritance for ultra-high net worth families in China. Its service platform is distributed all over the world and integrates global resources. Provide comprehensive family trust design and structure in China, offshore areas and the United States. In China, the Ruicheng family office already has 15 registered "family offices" and 35 star service centers.
Tang Ning, founder of Yixin Company and CEO (third from left), Shang Yu, co-president of Yixin Fortune and president of Ruicheng family office (second from left), and summit guests jointly launched the launch ceremony of Ruicheng family office brand.
The family office is known as the crown pearl of the wealth management industry and the top form of wealth management.
Over the past 40 years of reform and opening up, China's rapid economic development and the rapid accumulation of social wealth have promoted the rapid growth in the number of high-net-worth and ultra-high-net-worth persons. Until now, the generation of people in charge of family wealth have generally reached the point where they are facing the problem of inheritance. How to achieve the sustainable inheritance of wealth, enterprise and family culture through a clear family governance structure and unified family values is an urgent problem to be solved.
As a wealth management company with customer demand as the center and leading products and ideas, Citic Wealth has captured in practice that the demand for family wealth management of high net worth people in China has developed from a single asset appreciation to asset security, tangible and intangible assets inheritance, family governance, inheritance planning and other aspects. Therefore, in the positioning of Ruicheng family office brand, it is the overall planning around the core needs of customers.
In terms of wealth inheritance services, Ruicheng family office uses family trust exclusive customization services, asset customization commissioned services and global asset allocation to solve the wealth appreciation and inheritance demands of ultra-high net worth families. According to the investment objectives and needs of the client, the Ruicheng expert team can determine the entrusted investment strategy and entrust the special account according to the consideration of liquidity, safety, profitability and other aspects, so as to meet the individual investment needs of customers.
In terms of corporate inheritance services, Ruicheng family office meets the demands of ultra-high net worth people for steady development and reform of the enterprise with services such as fiscal and taxation services, landing medical services, and second-generation succession training. resources such as "Entrepreneur escort Plan 2.0" and "Ram Charan Management practice Award" have been launched to create a symbiotic platform to help enterprises achieve the transformation of the platform and improve their management ability. And through the parent fund to promote scientific and technological innovation and traditional business model reform to form a closed loop, jointly join the era of digital change.
In terms of cultural inheritance services, the Ruicheng family office meets the cultural and spiritual inheritance demands of high net worth individuals by means of educational inheritance, family style inheritance and public welfare charity, so as to create well-being for the society. The Ruicheng family office advocates that ultra-high net worth individuals spend 1% of their investable assets on public welfare undertakings, participate in public welfare, serve the society, and inherit the spirit together with the second generation.
Based on the demand orientation of ultra-high net worth individuals, combined with the 17 sustainable development goals of the United Nations, and with reference to the evaluation principles and methods of international influence investment and responsible investment, the Ruicheng family office establishes a pyramid evaluation model. strive to work with partners to inject long-term, patient and warm capital into institutions with both ability and political integrity Realize the social value proposition of "future industry, better life and sustainable inheritance".