"Gaopeng Wealth Management Team Successfully Held the Business Seminar on" Second Generation Inheritance of Gaoke Wealth "

2022 08/16

On the afternoon of August 15th, 2022, the wealth management team of Beijing Gaopeng Law Firm successfully held a business seminar with the theme of "Second Generation Inheritance of Gaoke Wealth". The purpose of this seminar is to integrate the experience of the second generation inheritance project of wealth for high net worth clients run by the team in the past, and to draw inferences from one example in order to provide high-quality wealth management services for more high net worth clients in the future.





Lawyer Sun Meiyan is explaining


In the course of this seminar, with the goal of "case study - return to practice", discussions were held around the direction of family wealth management services for high net worth clients of the type of "first generation starting businesses in China, second generation studying abroad", mainly involving discussions on tax planning, equity structure, asset compliance and inheritance.




Meeting site


The team members mainly discussed the feasibility of the design and implementation of the second generation inheritance of wealth for such high net worth clients in three directions: "Whether the second generation will return to China after graduation, staying abroad, and taking into account both domestic and foreign factors." They also focused on three areas: wealth preservation, wealth appreciation, and wealth inheritance. Among them, the wealth preservation section mainly focuses on three aspects: tax planning, asset segregation between households and enterprises, and marital property preservation. The wealth appreciation section mainly focuses on two aspects: domestic investment and global asset allocation. The wealth inheritance section mainly focuses on four aspects: family asset inheritance, enterprise equity inheritance, second generation succession, and identity planning.




Gaopeng Law Firm Wealth Management Team


The wealth management team of Sun Meiyan,a lawyer from Gaopeng Law Firm,is currently composed of several senior partner lawyers,asset planning architects with years of wealth planning experience,and partner lawyers with rich experience in tax planning,commercial arbitration/litigation,cross-border investment and financing,and overseas funds,trusts,marriage inheritance,and real estate.Lawyer Sun Meiyan's wealth management team is well versed in the legal risks and customer concerns in the process of personal,corporate,and family wealth management and inheritance.According to the needs of different customers,it follows the wealth planning concept of"structural style",comprehensively utilizes various legal and financial tools such as legal agreements,family trusts,and insurance to provide asset allocation architecture design,family wealth planning,tax planning,corporate investment and financing Provide various services such as crisis resolution for listed companies,customize wealth management plans,and escort the implementation of the plans to ensure the realization of the goals of customer wealth planning and inheritance.

Gaopeng Institute will,as always,provide customers with higher quality legal services based on the service tenet of"integrity and excellence".

(This article is translated by software translator for reference only.)