Asian Private Banker China Wealth Awards 2021 – Best Wealth Manager in China – Services for Business Entrepreneurs

2021 Winners 获奖名单

中国最佳财富管理机构 — 商业企业家客户服务
Best Wealth Manager in China – Services for Business Entrepreneurs

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,“企业家”是瑞承家族办公室客户的重要标签,以强大的跨境综合服务落地能力,助力中国企业发展是我们不懈的使命。
The company is deeply honoured to receive this award. “Entrepreneur” is an important symbol of Heritvest Family Office’s customers.

We remain committed to helping Chinese entrepreneurs to grow, on the back of our strong cross-border integrated service and execution capabilities.

瑞承家族办公室(下称“瑞承家办”)荣获《亚洲私人银行家》“2021年中国最佳财富管理机构”之“商业企业家客户服务”奖项。

该奖项是对瑞承家办在企业家群体服务的认可,公司从企业家们的品牌需求、经营需求、成本需求等多角度出发,致力复盖全生命周期的产品和服务,成为客户企业成长和发展道路上的“合作伙伴”。

郭升玺,瑞承家族办公室管理合夥人表示,“公司十分荣幸获此殊荣,瑞承家族办公室将继续以强大的跨境综合服务能力,将助力中国企业发展作为我们不懈的使命。”

从1.0升级到3.0
近年来,随着全球新冠疫情和经济形式不确定性因素的出现,瑞承家族办公室叠加买方服务,对该计划进行了与时俱进的更新,推出升级优化后的2.0版本,满足企业资金纾困、突破经营困境、风险防范和代际传承四大新需求。

如今,该计划已升级至3.0版本,全面复盖企业的成立、发展、扩展、成熟的不同生命阶段,公司更充分运用国内生态资源优势和政策红利,不断扩宽服务种类。

多资源整合 助力企业家
值得一提的是,瑞承家办不仅关注企业家的财富传承,更在整合多渠道资源方面拥有非常成功的经验,帮助企业家提升企业品牌以及个人影响力。

瑞承家办的“PLUS企业家共生平台”,更携手“拉姆查兰管理实践奖”推荐了100多家企业参选、最终更有21家成功入选。此外,更利用海南自贸港优势为数百名企业家客户提供深度咨询、帮助数十家企业成功落户当地,开拓业务。

Through its focus on entrepreneurs’ needs in areas such as branding, business operation and cost, and its commitment to developing products and services covering the entire lifecycle, Heritvest Family Office has become the “collaborative partner” of clients, driving business growth and development.

Heritvest Family Office launched “Entrepreneur Escort” at the beginning of 2020. It is a programme focusing on corporate development, family protection and family business inheritance.

In the face of the COVID-19 pandemic and economic uncertainties emerging globally in recent years, Heritvest Family Office rolled out an improved version 2.0 to cater to four emerging needs of businesses: bailouts, overcoming business difficulties, risk prevention and inter-generational succession.

The latest version released to date, version 3.0, covers all the different phases of the enterprise lifecycle, including inception, development, expansion and maturity.

The company has launched such new services as overseas financing, lawful cross-border capital movements, capital settlement, equity incentives, influence magnification, cost planning for equity transfer, cost planning for restricted stock sales, asset security and family business services.

It is worth noting that Heritvest Family Office not only values wealth inheritance for entrepreneurs, but also has a solid track record of successful resource integration across various channels, helping entrepreneurs enhance their business brand and personal influence.

In recognition of its entrepreneur services, Heritvest Family Office is the winner of Asian Private Banker’s 2021 award for Best Wealth Manager in China – Services for Business Entrepreneurs.