What is wealth management? What does wealth management include? ?

Wealth is the management of owned wealth, including cash savings and management, debt management, personal risk management, insurance plan, portfolio management, retirement plan and inheritance arrangement.

Wealth management refers to designing a comprehensive financial plan with customers as the center, managing customers' assets, liabilities and liquidity by providing customers with a series of financial services such as cash, credit, insurance and portfolio, meeting customers' financial needs at different stages, and helping customers achieve the purpose of reducing risks, preserving wealth, increasing value and inheriting.

You can contact Youmai if you have financial needs. After years of practice and exploration, Youmai summed up a set of successful models to support the development of family offices in China, and formed a high-end circle network: Youmai Family Office Alliance. Up to now, Youmai has served more than 50 family offices and provided more than 654.38 billion yuan in investment advice and solutions. Youmai has become an industry leader in the field of home office services in China!