INDUSTRIAL BANK(SH:601166) Zhong Jin Zai Xian·2025-04-22 08:48Core Insights - The core theme of the event was "Inheriting Beauty, Co-creating Family and Enterprise," focusing on the diverse needs of ultra-high-net-worth clients in personal, family, and corporate aspects [1] - The comprehensive upgrade of the family office service system represents a strategic restructuring by the bank to respond to deep changes in the wealth management market [1] - The bank aims to leverage its multi-licensing advantages and deepen its "commercial bank + investment bank" strategy to empower family enterprises and foster new productive forces [1] Family Office Service Model - The bank introduced six core service centers: family inheritance, wealth management, legal and tax consulting, enterprise intelligence, global services, and lifestyle enjoyment, to provide systematic and customized high-end financial solutions [1][2] - In family inheritance services, the focus is on four core businesses: family charter, family trust, heir training, and charitable planning, ensuring wealth security and intergenerational transfer of both spiritual and material wealth [2] - For entrepreneur services, the bank offers a one-stop comprehensive financial service plan covering various financial needs throughout the enterprise development cycle [2] Professional Team and Strategic Partnerships - A comprehensive advisory team has been established, covering wealth management, corporate finance, tax law, and capital markets to support the family office service upgrade [2] - The bank awarded cooperation plaques to several strategic partners, including well-known enterprises and financial institutions, to expand cross-institutional service collaboration [3] - Since starting its private banking business in 2011 and receiving a dedicated license in 2021, the bank has grown its private banking client base to over 80,000, managing assets exceeding 1 trillion yuan [3]