“中信企业家办公室”西安区域中心成员单位落成 助力秦商长远发展

Core Viewpoint - The establishment of the Xi'an Regional Center of the "CITIC Entrepreneur Office" marks a significant strategic move for CITIC Prudential Life Insurance to deepen its integration into the local market and support the growth of entrepreneurs [2][3]. Group 1: Establishment and Purpose - The opening ceremony of the Xi'an Regional Center was attended by numerous local entrepreneurs, business representatives, and scholars, highlighting its importance [2]. - The establishment of the center is part of CITIC Prudential Life Insurance's strategy to serve the real economy and assist entrepreneurs in their development [3]. Group 2: Brand and Services - The "CITIC Entrepreneur Office" brand leverages CITIC Group's comprehensive financial and industrial ecosystem, integrating resources from banking, securities, trusts, and insurance to provide a one-stop solution for wealth management, asset allocation, corporate strategy, and family governance [5]. - The platform aims to offer high-net-worth clients a robust financial ecosystem, directly impacting local entrepreneurs in Shaanxi and surrounding areas [8]. Group 3: Wealth Management Insights - Insights on wealth inheritance were shared from a trust perspective, showcasing how the "CITIC Entrepreneur Office" utilizes integrated tools like "insurance + trust" to help entrepreneurs achieve stable wealth preservation and orderly inheritance [7]. - The initiative reflects CITIC Group's strategy to enhance its service to high-net-worth clients through collaborative financial solutions [8]. Group 4: Event Atmosphere and Expectations - The ceremony concluded in a warm and optimistic atmosphere, with attendees expressing that the event not only showcased an upgrade in financial services but also provided new resources and strategic thinking tools for local entrepreneurs [10].