Deeply rooted in the financial and insurance industry for 21 years, the team has cumulatively served over 5,000 families. Relying on private banking family offices and integrating resources from various sectors, we are skilled in using financial and legal tools such as insurance, wills, family trusts, and agreements to provide services such as asset preservation, defensive asset allocation, wealth inheritance, home-based elderly care and high-end health care planning, and charitable planning for high-net-worth individuals. In 2021, the team landed the largest personal insurance trust in the domestic market (3.75 billion yuan); in 2023, the first retained investment right family trust within the Ping An system (60 million yuan). Our mission is to assist clients in perceiving risks, anticipating the future, planning in advance, and achieving a life of longevity, wealth, health, virtue, and a good end.