煜豐家族辦公室

Family Succession

Family Governance


Entrepreneurs build the foundation of an enterprise with their extraordinary foresight, courage, and superior execution capabilities. The first generation of entrepreneurs are the operators of the enterprise, the owners of the enterprise, and the leaders of their own families. As the second generation grows up, various contradictions and conflicts will gradually surface. Family governance is the purpose of the enterprise's corporate structure. Yufeng Family Office assists the family in establishing family governance rules and decision-making structures, profit distribution systems and equity transfer procedures, as well as communication platforms and conflict resolution mechanisms for members, etc., which can clearly convey family values ​​and family concepts, strengthen family centripetal force and cohesion, and enable them to maintain their original intentions in the management of family businesses, preserve family assets and wealth.

  • Family History Documentation
  • Family Culture Articulation
  • Family Charter Development
  • Succession Strategy Planning
  • Ownership Structure Design
  • Governance Structure Design
  • Family Influence Development Planning

Family education and culture


Rockefeller said that the preservative that makes a family prosperous is not inexhaustible money or endless population growth, but the core spiritual core of the family, that is, the family education concept. Yufeng Family Office aims to focus on the growth of family members, with the goal of cultivating future successful business leaders, focusing on cultivating successors with a global vision and the long-term leadership development needs of successors. It tailors and implements systematic learning strategies and continuous supervision plans around school education, overseas education, physical and mental development, and social practice. We guide them to establish correct values ​​and pass on the family's history, culture and values ​​to the next generation; help them become excellent wealth managers and social responsibility bearers, inherit family wealth and practice family values, and lay a solid foundation for the future development and inheritance of the family; we work together to cultivate the next generation's moral management awareness and social responsibility, guide them to actively participate in public welfare undertakings, and give back to the social value that combines social value with social value. By doing our best to cultivate generations of family elites, we transform material wealth into long-lasting wisdom value and help you create a model of family inheritance from generation to generation.

  • Family Member Education Planning
  • Family Culture Enhancement
  • Family Meeting Program Design
  • Successor Development Plan
  • Home-School Collaborative Education Support Plan
  • Family Member Academic Advancement
  • Family Happiness Board

Family Trust

The role of family trusts in family offices


As an important and top-level tool for asset protection and wealth inheritance, family trust has become the standard for wealth inheritance of wealthy families in developed countries and regions in Europe and America, and is now increasingly favored and adopted by wealthy families in the Asia-Pacific region. Family trust services can achieve functions such as effective risk isolation, flexible and private asset allocation, and wealth intergenerational inheritance arrangements for customers, and professionally coordinate and manage multiple types of assets, using humanized and customized service solutions to meet customers' multi-faceted needs.

Typical Structure of a Family Office (Family Trust)


The structure of an Asian family office is generally composed of a family investment holding company held by a trust, a family office and an investment institution.

Looking at the world, the core of any form of family office is investment and asset management, but it is not limited to this. Yufeng Family Office will provide you with professional one-stop comprehensive services, including not only investment advice and asset management, but also risk management, tax planning, corporate (offshore) services and family governance and other service support to ensure the implementation of best practices in the process of family succession.

Key Features

  • Asset segregation
  • Tax planning
  • Allocation of assets
  • Privacy protection
  • Wealth preservation and management

Charity and Philanthropy


If inheritance is the meaning of family wealth, then charity is the destination of family wealth. With the increasing attention paid to charity by all walks of life and all levels of society, more and more wealthy families are involved in promoting charity and philanthropy. If you intend to set up a small or medium-sized charity project, or a large project and accept donations from other parties, or set up a grant-based foundation or charitable trust, we will cooperate with charitable organizations and experts in different regions with advanced concepts, mature systems and rich experience to assist families in planning and organizing work so as to fully support the needs of the family, promote the strengthening of intangible assets such as social connections and family social influence, and help the coordinated development of family philanthropy in the family's human, cultural and social capital, so that family values ​​and spiritual inheritance can continue together.

  • Charity Planning
  • Charity Trust / Foundation
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