What are the main forms of domestic wealth management

One type is a non-public institution, not open to other customers, mainly targeting specific wealthy families. Its typical representative is the family office. The family office supervises the whole family, especially the family that owns the enterprise, including the comprehensive management of the enterprise itself, the family wealth and other assets other than financial assets, social brand image, etc. The family office also supervises the family that owns the enterprise.

The other category is public institutions, open to all clients and not aimed at specific investors. Its typical representatives are family trusts, private banks and so on. Family trust has the characteristics of personalization and flexible customization, and can be designed to meet a variety of needs of the trust plan, has been favored by the high net worth and ultra-high net worth people.

A good wealth management model can eliminate the worries of customers. Since its establishment, UVision has been committed to supporting the growth and development of family offices and independent wealth offices in China, providing a series of professional services such as investment risk management consulting, global investment opportunity screening, personalized asset management solutions, family office creation and operational support.