This award recognises a wealth manager that has excelled in providing services to clients that fall under the scope of wealth planning, including but not limited to: succession planning and family governance; tax and estate planning; trust administration; and insurance. Please note there are separate categories for Best Private Bank – Family Offices and Best Private Bank – Philanthropy.

该奖项旨在表彰为客户提供包括但不限于继承规划，家族治理，税务与遗产规划，信托及保险等服务在内的卓越财富传承与规划的总部位于中国的财富管理机构。