Asian Private Banker China Wealth Awards 2021 – Best Wealth Manager in China – Services for Next Gens

2021 Winners 获奖名单

中国最佳财富管理机构 — 下一代客户服务
Best Wealth Manager in China – Services for Next Gens

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

未来十年是中国家族传承的高峰期,我们非常重视、同时不断深入到年轻一代客户群体当中,希望用有趣且全面的服务,来帮助他们“交朋友、学真知、开眼界”,成为“最懂Next Gens”的家办领域领先者。
The next ten years will see a peak in family inheritance in China and Heritvest Family Office is tremendously focused on this next generation. We continuously engage this demographic, hoping to help them “make friends, gain insights and broaden their horizons” with interesting and comprehensive services. That way, we can become the family office company best able to understand the needs of next-gen customers.

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“下一代服务客户服务”奖项。

作为行业的创新者,该奖项认可及表彰了公司的独特服务模式。郭升玺,瑞承家族办公室管理合夥人认为:“未来十年是中国家族传承的高峰期,我们非常重视行业的发展,同时不断深入到年轻一代客户群体当中,希望提供更有趣且全面的服务。”他认为,瑞承家办的使命,是帮助下一代客户“交朋友、学真知、开眼界”。

搭建新生代club
家族传承服务中最为核心的是对下一代的文化传承,瑞承家办将下一代客户分为不同年龄段,科学测评、规划成长阶段、教育、事业等不同维度,此外更搭建下一代的交流平台,让他们可以投身到各类活动中,为其提供全面的服务。

比如,瑞承家办的“无界YOUNG”新生代Club,会邀请90后、95后、00后、05后代表以短片的方式分享自己的故事来为不同年龄段群体代言,让他们拥有一场属于自己的新生代峰会。

此外,在教育方面,瑞承家办联合各地名校如哈佛、斯坦福、剑桥、清华等,与长江学者刘嘉教授研发推出“青少年科学评测”平台,为下一代客户提供100多个知名企业的实习机会,通过该平台,下一代更可以参与到G20、胡润、MIT、Milken Institute等高端峰会的志愿活动和实践机会。

公益慈善更是瑞承家办的一大核心使命,通过乡村的校舍共建、儿童保险募集、爱心读书室等活动,连结下一代和上一代,共同谱写慈善事业,坚持以信仰传承,凭信心兴激励一代。

Heritvest Family Office divides new-gen customers into different age brackets, growth stages, educational achievements and career success.

It also offers a next-gen communication platform, where they can take part in various activities with a complete range of services provided.

For example, Heritvest Family Office launched the new-gen club “Boundless Young”, and invited members of Millennials and Gen Z to share their stories in the form of short videos, offering them a “next-gen forum” of their own.

Furthermore, on the education front, Heritvest Family Office partnered with prestigious universities such as Harvard, Stanford, Cambridge and Tsinghua, to develop and launch the “Teenager Science Assessment” platform jointly with Professor Liu Jia, a Changjiang Scholar. This platform provides new-gen customers with internship opportunities involving over 100 well-established employers as well as the opportunities to get involved in volunteer activities and attend high-profile events such as G20, Hurun, MIT and Milken Institute.

Charity is a central mission at Heritvest Family Office. It organised activities such as school co-construction in rural areas, fundraising for children’s insurance and “love libraries” to connect the young generations with their older counterparts for making joint contribution to charitable causes.

In recognition of its unique service model as an innovator in the industry, Heritvest Family Office is the winner of Asian Private Banker’s 2021 award for Best Wealth Manager in China – Services for Next Gens.