GUANGZHOU, China,
Oct. 24,
2023 /PRNewswire/ -- On October 23, 2023, Fanhua Puyi Family Office
held a grand third-anniversary celebration at its Guangzhou headquarters. Puyi Group Chairman
Yong Ren, Puyi Group Vice President
Shuqiang Liu, Puyi Fund General
Manager Jianhua Wang, Fanhua Puyi
Family Office General Manager Lili
Chen and Fanhua Puyi Family Office Deputy General Manager
Mubin Lin, and other managements
attended the event, celebrating the third anniversary of Fanhua
Puyi Family Office together.
At the celebration, the participating managements and guests
fully affirmed and recognized the achievements of the Fanhua Puyi
Family Office in the past three years and expressed their sincere
blessings and expectations for its future development. Partners,
branch managements, and colleagues also sent their sincere
blessings to the Fanhua Puyi Family Office through live
broadcasts.
Lili Chen, general manager of
Fanhua Puyi Family Office, expressed her gratitude to the group
managements, branch managements, and partners for their strong
support in the past three years. In the future, Fanhua Puyi Home
Office will continue to maintain its original intention to provide
more professional, efficient, and warm services to clients, provide
stronger empowering support to FOC partners, and contribute to the
development and prosperity of China's family office industry.
The year 2023 is a critical year for China's economy to fully recover after the
Covid-19, and China's
macro-society is also in the midst of unprecedented changes. Faced
with multiple uncertainties such as geopolitical changes and
changes in the international financial environment, the wealth
goals of many Chinese high-net-worth families have gradually
shifted to wealth security and wealth inheritance, and have begun
to seek professional services from family offices.
Established on October 23, 2020,
Fanhua Puyi Family Office is a high-end consulting service brand
under the NASDAQ-listed PUYI Group (NASDAQ: PUYI), which focuses on
serving high-net-worth and ultra-high-net-worth clients. After
three years of hard work and vigorous growth, the cumulative
service assets of Fanhua Puyi Family Office has exceeded
5 billion yuan, and has quickly
become a leading institution in the field of independent family
offices.
Upgrade Service to create a better customer experience
continuously
- Fanhua Puyi Family Office focuses on high-net-worth and
ultra-high-net-worth client families and provides a comprehensive
"3+3 service system" based on the individual needs of clients and
families, including family wealth protection, family wealth
management, family wealth inheritance, family member services, and
family governance services, family enterprise services, and other
supporting value-added services, covering the multi-dimensional
needs of people, families, enterprises and finances.
- Fanhua Puyi Family Office adopts a 1+2+N butler-style team
service model, which consists of 1 FOC (family wealth consultant),
2 online and offline wealth architects, and N internal and external
expert consultants (trust, law, tax, investment, education,
insurance, charity, etc.), who work together to provide clients
with high-quality and one-stop solutions.
- Enhanced the service system. Centered around trust consulting
services and in alignment with industry regulatory policies, Fanhua
Puyi Family Office is broadening its service offerings beyond
insurance fund trusts and family trust consulting services. Fanhua
Puyi Family Office is extending our services to encompass a wider
spectrum of trust categories, including family service trusts,
personal wealth management trusts, special needs trusts, and
charitable trusts. This initiative aims to make wealth management
trust services more accessible to a diverse clientele, reaching
households far and wide. In complement to our core services, Fanhua
Puyi Family Office also provides auxiliary service modules, such as
legal, tax, education, and life services, tailored to the needs of
high-net-worth clients, providing clients with global integrated
solutions.
Stay true to our original aspirations, and create first-class
service levels with a first-class professional team
The core members of the Fanhua Puyi Family Office expert team
all graduated from well-known universities at home and abroad,
covering experts in fields of trust, taxation, law, and asset
allocation. They all hold professional certificates such as
Chartered Financial Analyst (CFA), STEP Diploma in International
Trust Management (STEP), Certified Private Banker(CPB), and
Certified Public Accountant (CPA). The core members used to work at
the top domestic and international institutions and have rich
industry experience.
The team members have won a series of authoritative awards in
the industry with their profound skills. In the 4th China Private
Banking Elite Competition held by FPSB China in 2023, Puyi Family
Office-Soul Fragrance Team, as the only non-banking team, won the
"Top Ten Teams in the Country", and also won 1 Gold Award, 2 Silver
Awards, and 1 Award of Excellence.
Technology empowered to build a more efficient and
collaborative home-office ecosystem
Fanhua Puyi Family Office has independently developed the Family
Office Intelligent Service System (FOISS) which is dedicated to
realizing efficient collaboration throughout the whole process of
the family office ecosystem. In 2023, business operations fully
accelerated, and the time limit for the establishment of family
trusts/insurance fund trusts be shortened to as fast as one day.
Clients can use FOISS to check the status of survival management
with the aid of the FOISS, which is clear at a glance and provides
peace of mind.
Leading the industry with a more complete FOC talent
incubation system
In 2023, Fanhua Puyi Family Office opened its independently
developed FOC incubation camp to the entire market, attracting more
social elites to enter the home office industry, realizing career
transformation, and cultivating more professional talents for
China's family office industry.
Puyi Family Office FOC talent incubation system includes
full-process, three-dimensional projects such as training
empowerment, branding, marketing support, consultant companionship,
technological empowerment, etc., and has cultivated more than 4,200
FOC (Family Wealth Consultants) in total, and has supported more
than 530 Gawker salons with different themes across the
country.
Well-recognized by the industry and clients with hard
work
As of September 30, 2023, Fanhua
Puyi Family Office has provided professional wealth protection,
management, and inheritance planning services to more than 500
Chinese families, and a cumulative asset size of more than
5 billion yuan and an annual growth
of more than 125%. After winning the Golden
Shell Award and the Golden
Honor Award for "Excellent Family Office" in 2022, in 2023,
Fanhua Puyi Family Office won the "Golden
Honor Award - Outstanding Family Office" award for the
second time with its outstanding strength, which is deeply
recognized by the market.
Puyi Family Office has always adhered to a firm buyer's mindset
and long-termism, accompanies clients in creating, accumulating and
inheriting family wealth and spiritual values with professional
experience, and is a family office with professionalism,
righteousness and fragrant soul.
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