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Chaoyang Bar Association visits Xincaidao to explore family wealth management, and Lawyer Sun Meiyan is invited to share her professional insights

2025 06/19


On the afternoon of June 13, 2025, Xu Yang, Director of the Chaoyang Lawyers Association Family Office and Wealth Management Business Research Association (hereinafter referred to as the "Research Association"), Gao Juntong, Secretary General, and Sun Meiyan, Deputy Secretary General of the Research Association and Senior Partner of Gaopeng Law Firm, led more than 20 members to visit and exchange ideas at Xincaidao.


1

Event site

At the beginning of the event, Gao Juntong, Secretary General of the Research Association, briefly introduced the background of the establishment of the Chaoyang Bar Association Family Office and Wealth Management Business Research Association in 2023 and the purpose of this visit. Subsequently, Dr. Zhou Xiaoming, Chairman of Xincaidao, shared the definition and system of family wealth management, emphasizing the importance of legal services and the broad market demand.

2

Lawyer Sun Meiyan

During the communication session, Lawyer Sun Meiyan, Deputy Secretary General of the Research Association and Senior Partner of Gaopeng Law Firm, as an outstanding student of the seventh session of the FWP course, shared three learning gains. She pointed out that family wealth management is a systematic project that requires abandoning fragmented service thinking and building a systematic planning mindset. At the same time, the FWP course has established a systematic professional skills system, such as the "System Planning Method under Goal Coordination", which focuses on the four major wealth goals and plays a significant role in promoting practical projects. I have successfully applied it to practical projects myself. In addition, through the FWP course platform, she links to authoritative experts in the industry, and when serving wealth inheritance clients, she collaborates with new financial channels to achieve resource complementarity and mutual assistance.

3

Activity group photo

The director of the research association, Xu Yang, summarized the speech and said that the exchange had yielded fruitful results. This event was led and organized by Sun Meiyan, Senior Partner of Gaopeng Law Firm, showcasing Gaopeng's emphasis and active exploration of family wealth management business. In the future, Gaopeng Law Firm will continue to deepen its expertise in this field and provide clients with higher quality legal services based on its professional advantages.



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