战略引领 守正出新 泰康家办守护家族财富与安康

Core Insights - The forum "China's Wealth Preservation and Innovation" marks the 30th anniversary of Taikang, introducing a new family office client service system focused on providing comprehensive lifecycle services for high-net-worth families [1][2] Strategic Foundation - The life insurance industry serves as an economic stabilizer, with projected compensation expenditures reaching 1.15 trillion yuan in 2024 and total funds exceeding 30 trillion yuan, highlighting its role in long-term capital formation and social security optimization [2] - Taikang's "Happiness Agreement" product combines virtual insurance with physical healthcare, representing a significant innovation in the insurance sector, with over 250,000 clients since its inception in 2012 [2][3] Taikang Family Office - Established in December 2022, the Taikang Family Office is built on the "New Life Insurance" business model and leverages the trust of its 250,000 "Happiness Agreement" clients, focusing on comprehensive and customized services for family growth [3][4] Service Framework - The family office has developed a "Heaven, Earth, and Humanity" service framework, addressing the full spectrum of family wealth creation, preservation, and transfer needs [4] Investment Services - The "Tianxingjian" service emphasizes professional investment support, offering services such as private wealth management and overseas consulting to meet the stable growth needs of high-net-worth clients [5] Health and Elderly Care Services - The "Dishi Kun" service provides comprehensive health management and elderly care solutions, including a "1+N" private doctor service model, covering various medical disciplines [6] Wealth Transfer Services - The "Ren Changjiu" service focuses on wealth transfer, offering a diverse trust system that includes retirement trusts and charitable trusts, with a strong track record in insurance trust services [7] Value-Added Services - The "He Zhi Yuan" service aims to enhance family culture and legacy through initiatives like family charters and art investment services, fostering the next generation's growth [8] Professional Team and Network - Taikang has established a comprehensive legal and tax service platform, integrating internal and external resources to manage risks and protect wealth [9] Organizational Structure - The Taikang Family Office operates under a dual governance model, ensuring professional decision-making and collaboration with various institutions to enhance resource networks [10]