The inheritance of a family business is actually a rather complex systematic project. It is not only the inheritance of tangible wealth, but also involves the inheritance of values, culture and ideas at a deeper level. This is a more important inheritance. In terms of passing on values, the family constitution is a better tool.
Family wealth management has four levels of goals: safe wealth, value-added wealth, harmonious wealth and long-term wealth. To systematically complete family wealth management, it is necessary to build a "six-in-one" external service ecosystem, namely trust companies, commercial banks, insurance companies, asset management institutions, family offices, and professional auxiliary institutions; and trust, insurance, wealth management, and investment banks , governance, education, and charity are the seven tools for family wealth management.
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