Group 1 - The 2025 Bay Area Wealth Conference was held in Shenzhen, focusing on global asset allocation, cross-border wealth management, and wealth management and inheritance [1] - The discussion on "Investment Behavior Changes of High-Net-Worth Clients" highlighted differences in investment strategies between the first and second generations of family businesses [3] - The Secretary-General of the Shenzhen Family Office Promotion Association emphasized the need for long-term systematic planning in family wealth management and inheritance [3] Group 2 - The analysis identified four dimensions of family inheritance: wealth transfer, business handover, family governance, and the continuation of family culture and values [4] - The importance of aligning perspectives between the first and second generations to avoid conflicts in family wealth management was stressed [3][4] - Family offices play a crucial role as mediators and facilitators in the communication between generations [3]