Gaopeng (Shanghai) Law Firm Successfully Held Internal Seminar on Asset Management and Wealth Management

2023 03/02
The day beside the warbler is as warm as human language,and the wind among the grass makes medicinal fragrance.At the beginning of March,Professor Han Liang,a professor and doctoral supervisor from the Law School of Nankai University,and a senior consultant from Beijing Gaopeng Law Firm,visited Gaopeng(Shanghai)Law Firm,and jointly held the"Gaopeng Asset Management and Wealth Management Business Internal Seminar"with colleagues from Gaopeng Shanghai.

Meeting site

Professor Han Liang has profound attainments in asset management,family trust,private wealth management and other related fields.He edited and published the earliest family trust monograph in China,Family Trust Jurisprudence and Case Analysis,which has contributed to the enlightenment and popularization of family trust in Chinese Mainland and has become a training textbook for private wealth departments of many banks.Professor Han first introduced the content of legal services in the field of private wealth management business at the seminar,including family enterprise separation and tax planning,family charter and family governance,domestic capital family trust and insurance,domestic equity,real estate trust,overseas family trust and identity planning,family charitable funds and trusts,as well as family marriage and property trusts,It also analyzes the opportunities and direction of lawyer exhibition from two levels:institutional clients and high net worth private clients.Professor Han also talked freely about the possibility and direction of further cooperation between the two sides.Lawyer Xie Xiangyang,Director of the Management Committee of the Shanghai Branch,briefed Professor Han Liang and his team on the basic situation of Gaopeng's Shanghai financial asset management team,the advantages of financial business,the customers currently served,and the main service content.As the head of the financial trust business department,Lawyer Shen Min fully exchanged views with Professor Han Liang and his team on the team's experience in trust legal business over the past 20 years,as well as the confusion in family trust business.The atmosphere of this seminar was warm and frank,while further exchanging views and reaching a number of consensus in terms of deepening customer resources,exploring customer needs,and identifying potential customers.

Professor Han Liang's team of lawyers Bai Gaotao,Tengjie,Zhang Yanfei,Gao Peng's Shanghai partner Zhu Yan,Zheng Xiaoxiao,and Lu Jiefeng jointly participated in the seminar.The seminar ended in a warm atmosphere.Taking this seminar as an opportunity,Gaopeng's Beijing General Office and Shanghai Branch have joined forces to integrate their resources and leverage their respective strengths,striving to create Gaopeng's wealth management business into a new business card.

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