This award recognises a wealth manager that has excelled in providing services to family office clients in onshore China across investment and non-investment needs. In addition to demonstrating a strong track record of delivering ideas and access to institutional offerings and bespoke solutions, submissions should emphasise how value is added in the form of content, access to experts and networks, and family-focused services.

该奖项旨在表彰总部位于中国，为家族办公室客户提供包括投资与非投资类杰出服务的财富管理机构。参选机构除了在提交材料中体现其为客户提供机构投资水平的建议与渠道，定制化的解决方案，还需在材料中体现出其如果通过内容，专家渠道，社交网络等以家族为核心的服务来为客户创造价值。