Private wealth management is also an emerging line of business for AnJie Broad; whose legal team consists of experienced lawyers drawn from different fields. The legal team has over ten Chinese lawyers and overseas legal consultants, offering a wide range of language capabilities and professional experience. Currently, our private wealth management legal services are carried out by each of our offices in Beijing, Shanghai and Shenzhen.

AnJie Broad private wealth management team serves insurance companies, private banks, trustee companies and high net worth individuals, both domestically and abroad. Our legal team can assist high net worth individuals to plan and execute a systematic and comprehensive wealth management strategy, both in structuring legal affairs in the most appropriate way going forward, and in minimizing risks in order to fully realize the client’s plan. AnJie Broad combines a strong pool of internal and external resources, and, by virtue of its range of services across practice areas, draws upon its disciplines to provide a fully comprehensive and high quality service in this field addressing all issues, as may include private wealth management due diligence, management structure optimization, relevant clause improvement, intellectual property asset management, tax planning, foreign exchange management, and overseas investment project promotion and disputes settlement.

AnJie Broad private wealth management legal team regularly releases the publication Family Wealth Inheritance Journal and has also developed a series of courses called Wealth Management and Inheritance from Legal Perspective. Besides this, they also publish professional English written articles for the International Law Office of the International Bar Association introducing relevant legal research on the practice and theory of Chinese private wealth management plans.

Following its excellent achievements and exploration of leading legal issues in this field, AnJie Broad private wealth management team has achieved wide recognition and acclaim among overseas insurance companies, private banks, trust companies and high net worth individuals.

AnJie Broad lawyers are able to provide clients with Private Wealth Management services including but not limited to the following aspects:

• Wealth management planning, financially innovative plans, and control of legal risks

• Legal training for insurance companies, trust companies and private bank personnel

• Provide private wealth management and inheritance related training to high net worth individuals

• Wealth management planning and derivatives design, providing suggestions on the legal models of products, risks in operation, and management of foreign exchange

• Compliance reviewing of wealth management and derivatives plans

• Provide professional solutions for compliance management for insurance companies, trust companies and private banks

• According to client requirements, provide suggestions and services for risk prevention and estate settlement

• Provide legal services for high net worth individuals investing abroad, and for Immigration linked investment;

• Recommend educational resources

• Provide private legal consulting services

• Provide private tax planing services

• Provide professional consulting services on major capital management disputes, marriage and inheritance disputes, and provide litigation and arbitration services with regards to the disputes accordingly