Asian Private Banker China Wealth Awards 2021 – Best Wealth Manager in China – Family Offices Services

2021 Winners 获奖名单

中国最佳财富管理机构 — 家族办公室客户服务
Best Wealth Manager in China – Family Offices Services

瑞承家族办公室
Heritvest Family Office

郭升玺
Antoine Kuo

瑞承家族办公室管理合伙人
managing partner
Heritvest Family Office

十分荣幸获此殊荣,嘉奖是认可亦是鞭策,我们将继续助力超高净值客户家庭的物质财富与精神财富的进阶与传续,聚焦“企、传、投”,让家族精神与基因穿越岁月洪流,历久弥新,熠熠生辉。
Heritvest Family Office is honoured to receive this award as a mark of recognition. It will encourage us to keep pursuing business development and innovation. We will continue to contribute to the advancement and succession of financial and spiritual wealth of UHNW families. And we will be unwavering in our focus on “entrepreneurship, inheritance and investment” as our mission and aspiration, to allow UHNWs to pass on the spirit and the genes of their families, for generations to come.

成立于2020年,瑞承家族办公室在投资研究能力、综合服务能力、国际化、科技能力上拥有独特优势。面向客户未来财富管理和继承的需求,公司为超高净值人士和家庭客户提供一站式的专属定制化传承服务与综合解决方案。

在机遇和挑战之下,郭升玺,瑞承家族办公室管理合夥人表示:“瑞承家办十分荣幸获此殊荣,嘉奖是对公司的认可亦是对未来业务发展和创新的鞭策,我们将继 续助力超高净值客户家庭的物质财富与精神财富的进 阶与传续。”他认为,聚焦“企、传、投”是公司不变的使命和追求。

多重驱动力 引领行业
自成立以来,瑞承家办对超高净值人士和家庭的需求有着深刻且敏锐的捕捉和洞察,更将业务拓展的重点,从初期单一的财富增长需求,扩展到了家族层面的财富传承、企业财富的传承、文化传承,逐步建立起三位一体的多维度服务。

与此同时,内部团队的专业性亦随着家族客户的需求而不断拓展,通过在全国各主要城市设立的家族办公室和服务中心,为客户提供长期、周到的咨询与服务。

紮实根基“瑞承”文化
倚靠财富管理机构、企业、专家和政府等生态资源优势,瑞承家族办公室是为超高净值人士和家庭单独设立的高端品牌,也是为中国超高净值家庭提供家族财富传承、企业传承、文化传承的专业领先机构。

瑞承家族办公室不仅仅致力于助力超高净值家庭的物质财富与精神财富的进阶与传续,也帮助家族精神和家族基因穿越岁月的洪流、历久弥新、熠熠生辉。

Founded in 2020, Heritvest Family Office has unique competitive advantages in terms of investment research, comprehensive service, internationalisation and technological capabilities. In response to clients’ future-oriented needs for WM and inheritance, it provides one-stop exclusive bespoke inheritance services and integrated solutions for UHNW individual and family clients.

Heritvest Family Office has gained a profound understanding of the needs of UHNW individuals and families, and has broadened the focus of business development from the original wealth growth model towards a “3 in 1” multi-dimensional service strategy covering family-level wealth inheritance, corporate wealth inheritance and cultural inheritance.

The Chinese for “Heritvest” in the name of the company indicates that the company is entrusted by customers to create sustainable value on their wealth.

Heritvest Family Office is committed to developing and improving highly competitive “one-stop, customised” and integrated solutions, and providing long-term and accommodative consulting and services to customers through family offices and service centres in major cities across China.

Heritvest Family Office is the winner of Asian Private Banker’s 2021 award for Best Wealth Manager in China – Family Offices Services.