百年人寿成功举办百年启承家族办公室发布会 暨与上海信托全面合作签约仪式

Core Viewpoint - The establishment of the "Bai Nian Qi Cheng Family Office" by Bai Nian Life Insurance marks a significant step in the company's strategic layout in the high-net-worth service sector, aiming for value transformation and high-quality development [1][4]. Group 1: Strategic Significance and Vision - The "Bai Nian Qi Cheng" family office is designed to address the challenges of wealth security, preservation, and inheritance in the current uncertain macroeconomic environment [2]. - The family office aims to provide a comprehensive service covering the entire wealth lifecycle, including wealth creation, preservation, inheritance, and enjoyment, thus supporting clients in achieving a sustainable family legacy [4][11]. Group 2: Collaboration with Shanghai Trust - Bai Nian Life Insurance has entered into a comprehensive cooperation with Shanghai International Trust, focusing on resource sharing and value co-creation, integrating insurance safety with trust flexibility [5][7]. - The partnership aims to create a top-tier family office ecosystem, leveraging both companies' strengths to enhance client services and ensure long-term strategic collaboration [11]. Group 3: Service Model and Offerings - The family office will utilize a "1+3+N" service model, where one family office consultant coordinates three core service officers to provide customized, diversified, and global resources for high-net-worth clients [2]. - The goal is to offer a "one-stop, long-term, and warm" wealth inheritance solution, helping clients navigate future uncertainties and achieve wealth security, preservation, appreciation, and orderly transfer [2][4]. Group 4: Future Outlook - The collaboration is expected to introduce global top-tier resources in law, investment banking, asset management, charity, education, and healthcare, establishing a benchmark for family offices in China [5][11]. - Both companies are committed to creating a client-centered value proposition and exploring growth paths through digital empowerment, aiming for innovative solutions that meet future challenges [7][11].