Double protection of wealth inheritance and continuity of family tradition, Ping An Private Bank launched the first family tradition inheritance and growth ceremony

2022-08-01 18:30 0

/ Daily News/Guangzhou, August 01, 2022 -- Today, after decades of economic development in China, the generation is about to retire. Many high net worth individuals are faced with problems such as how to smoothly transition wealth inheritance and enterprise handover, how to refine and inherit family spirit, and how to effectively manage family members to form cohesion.

After keenly capturing these pain points, Ping An Private Bank is the first in the industry to promote systematic family tradition inheritance services, from family culture gene mining to the top-level design of family tradition regulations, to family tradition activities, successor ability training, and so on, to provide customers with systematic family tradition inheritance services in the new era.

Recently, Ping An Private Bank launched the first "Family Heritage • Growth Ceremony" activity in Shenzhen, to build a platform for parent-child interaction between high net worth customers and their children, warming up the parent-child relationship, strengthening the construction of family heritage, and helping the inheritance of family spiritual wealth.

Relive the spirit of "dare to be the first in the world", and the activity of family tradition inheritance and growth ceremony takes the lead in Shenzhen

< P >< P > Inheritance needs to be implanted into culture to have vitality. More and more high net worth people attach importance to the construction of family tradition. Based on the family, family tradition is the "gene" of family wisdom and wealth continuation; Looking at the nation, the family style is the national style. In the five thousand years of history, countless celebrities set up their own family values to their descendants, gathering to become the flourishing foundation of the Chinese nation.

Based on this, Ping An Private Bank takes the lead in launching systematic new era family tradition inheritance service to help clients inherit family spirit. Recently, the first stop of the "Family Tradition Inheritance • Growth Ceremony" activity landed in Shenzhen. As the "vanguard of reform and opening up", Shenzhen has gathered many entrepreneurs who dare to make bold efforts, start businesses and innovate. Ping An Private Bank hopes to guide the children of entrepreneurs through this activity to deeply understand their fathers' fighting spirit of "daring to be the first in the world".

It is reported that Ping An Private Bank invites customers and their children to participate in this activity, so that parents can get away from the busy work for a short time, and write heart-warming home letters with their children, leaving a growth memorial and experiencing the warmth.

Growth means responsibility and responsibility, but also cannot be separated from parents' guidance and care. In the exclusive growth ceremony, four links, including salute, oath, message and instruction, make the emotional bond between parents and children closer. Rite of growth is not only a form, but also a wake-up call, encouragement and expectation for children.

In addition, the "Family Tradition Inheritance and Growth Ceremony" activity also plants the seeds of "love and responsibility" for children through the public welfare practice and project fundraising on the "Ping An Public Welfare" platform, so that parents and children can harvest the warmth and touch engraved in their hearts together.

As the client of Ping An Private bank said, "We also know that the construction of family style is very important, but we are busy with work and lack of communication with our children, so we have no systematic understanding of the construction of family style. Comity allows us to visually convey family values and principles of human behavior to our children, and it is also a rare opportunity for parent-child communication."

Another client said: "I didn't give my daughter a coming-of-age gift in the past, and now I can't make up for it after so many years. It's a shame, so it's very valuable."

Children who participated in the activity said, "Attending the ceremony means that we have to step into a new stage in our life. In the future, I will learn to be self-reliant and self-reliant, not to rely on my parents for everything. I will be responsible for myself and contribute to society in the future."

It is reported that the activity of "Family Tradition Inheritance and Growth Ceremony" will be promoted in more cities across the country in the future.

Constantly break through the circle of ability to create a one-stop family service system

Ultra-high net worth customers for inheritance needs are more and more diversified, the original ordinary private wealth services have been difficult to meet. With the inclusion of family heritage service, Ping An Private Bank has formed a one-stop comprehensive family service system, including family member management, family wealth inheritance management and family charity planning.

Specifically, in terms of family member management, the growth planning of family members is carried out with customized rights and interests. For example, the inheritance of family traditions, children's practice, the construction of social relations, etc., to help cultivate family heirs.

In terms of family wealth inheritance management, Ping An Private Bank, on the one hand, provides family trust, insurance trust, family office and other comprehensive inheritance service tools to help clients pass through the economic cycle and achieve steady wealth growth and safe inheritance. On the other hand, it provides professional tax planning and legal consulting services, integrates differentiated rights and interests services with financial solutions, and tailors a one-stop inheritance service system for customers.

Based on the hierarchical management of private bank clients, Ping An Private Bank's service capability circle is constantly breaking through. It has upgraded and launched the service of "Ping An Family Office", which provides full life cycle services for the individual, family and business needs of ultra-high net worth clients, including four series of financial planning, family strategy, family governance and professional consultation. It covers eight core services, such as investment and financing services, family wealth inheritance, family member development planning, family business strategy planning, and family charter, and builds a powerful "moat" of private banking services.

Guiding wealth to good with family tradition inheritance and helping common prosperity

This "Family tradition inheritance and growth ceremony" is also a differentiated service mode created by Ping An Private Bank on the trump card equity system. Last year, Ping An Private Bank upgraded its quality equity system, forming four major rights and interests, namely "medical care, education, charity and legal and tax". Among them, the inheritance of family tradition is closely related to education and charity interests.

The inclusion of family tradition construction and inheritance is another extension of Ping An Private Bank's services on the basis of children's education planning, internship and other education services, to help high net worth customers unlock the "password" of the family's lasting foundation.

"Charity is the password of family inheritance". Passing down the carrier of family spirit through charity is the demand of many high net worth clients. Through the activity of "Family Tradition Inheritance · Growth Ceremony", Ping An Private Bank also combines family tradition inheritance service with the rights and interests of charity planning, helps family tradition inheritance by cultivating children's sense of social responsibility, and actively guides wealth to good. Promote the third social distribution, to help the common prosperity of society.

"The prosperity of the family lies in the etiquette." In addition to providing clients with professional financial services such as wealth management and family inheritance, Ping An Private Bank provides clients with one-stop and all-round family heritage inheritance solutions based on the rights and interests needs of family values and family tradition management. From "tangible" material wealth to "intangible" spiritual wealth, Ping An Private Bank protects clients' long-term family business.

Source: Corporate press release
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