Why High Net Worth Clients Love Family Trusts - Family Trust Business Sharing
At 3:00 p.m. on July 29, senior representatives from the Private Banking Center of CITIC Bank Shenzhen Branch, CITIC Bank Qianhai Branch, and the Shennan Middle Road Branch of CITIC Securities Shenzhen Branch visited Guangdong
to host a sharing and exchange session titled “Why High-Net-Worth Clients Favor Family Trusts.” The event was held in the large conference room on the 22nd floor of the Radio & Television Financial Center.
This event was hosted by Attorney Ding Yao of
, with guest speakers Wang Bin, Deputy General Manager of the Private Banking Center at China CITIC Bank Shenzhen Branch, and Shao Qicong, Marketing Director of the Shennan Middle Road Branch of CITIC Securities Shenzhen.
At the outset of the event, Li Weixiang, founder of
, delivered a welcome address.
Subsequently, Wang Bin, Deputy General Manager of the Private Banking Center at the Shenzhen Branch of China CITIC Bank, delivered a special lecture on the topic of “Comprehensive Family Trust Service Solutions.” This presentation will share practical insights on family trusts from four perspectives: the role of family trusts, the core application scenarios and asset management solutions for family trusts, and collaborating institutions.
Next, Shao Qicong, Marketing Director of the Shennan Middle Road Branch of CITIC Securities in Shenzhen, delivered a special lecture titled “Low-End Product Allocation in Family Trusts” and shared practical insights on allocation strategies.
Finally, Attorney Li Huahong, Senior Partner at
, delivered the concluding remarks. Attorney Li Huahong stated that in the future, the succession of family wealth will inevitably rely on the comprehensive application of various legal instruments, including but not limited to prenuptial agreements, insurance, gifts, wills, and family trusts, in order to better serve clients and ensure their rights and interests are fully protected.
This event was met with an enthusiastic response. Following the sharing session, attendees gained a deeper understanding of family trusts and all expressed that they had benefited greatly.