In March, by the scenic Jinji Lake, a gathering of intellect and beauty heralded the arrival of spring. To mark the 115th International Women's Day, Hangzhou Industrial & Commercial Trust collaborated with the Private Banking Department of CZBANK's Suzhou Branch to host a wealth planning salon themed "Thriving Self, Family, and Career" for female clients. The event brought together over twenty distinguished women to discuss strategies for wealth preservation and family succession.
Professional Insights: Succession Wisdom from a Legal Perspective The salon featured a special presentation by Ke Xi, Senior Partner and Deputy Director of the Family Wealth Inheritance Office at Zeda Law Firm in Zhejiang Province. Using real-life cases from her practice, Attorney Ke vividly analyzed potential risks in intergenerational transfers of core assets such as real estate and capital—from the impact of marital changes on property ownership and hidden obstacles in inheritance procedures to succession risks during children's marriages. She provided practical solutions and tailored legal strategies, sparking enthusiastic interaction and frequent audience engagement.
Tool Analysis: The Versatile Potential of Trust Structures Meng Jia, Senior Manager of the Family Trust Office at Hangzhou Industrial & Commercial Trust, systematically outlined the core framework and functional value of family trusts. Drawing on her extensive expertise in legal practice and wealth planning, Meng demonstrated the flexibility and practicality of family trusts in areas such as asset isolation and targeted succession, highlighting their diverse applications in fund management, financial asset allocation, and equity and debt arrangements. Following the presentation, several clients engaged in one-on-one discussions with her.
Service Presentation: Comprehensive Financial Support with Local Presence Xu Xinwen, Head of the Private Banking Department at CZBANK's Suzhou Branch, detailed the core advantages of the private banking service system. She explained the dual configuration of "dedicated wealth advisors and exclusive service resources," introducing a value-added service ecosystem that covers health management, children's education, and legal and tax consulting. She also highlighted customized financial product solutions tailored for female entrepreneurs, translating the client-centric service philosophy into tangible, companionable experiences.
Wang Dong, Head of the Suzhou Business Department at Hangzhou Industrial & Commercial Trust, shared the company's development journey since its establishment in 1986, emphasizing four decades of dedicated craftsmanship. He elaborated on the firm's deep expertise in the family trust sector—from customized solutions for incorporating various assets into trust structures to building a service system that covers clients' entire lifecycles—allowing clients to appreciate the brand's warmth and professional depth, built on a foundation of trust.
Tripartite Collaboration: Building a New Ecosystem for Wealth Succession This event exemplified the deepened cooperation between Hangzhou Industrial & Commercial Trust, CZBANK's Suzhou Private Banking Department, and external legal experts in serving female clients. By combining legal risk diagnosis, tailored trust structures, and comprehensive banking services, the three parties leveraged their respective strengths to deliver a substantial and multi-faceted program.
Looking ahead, Hangzhou Industrial & Commercial Trust will continue to leverage its in-house legal team while partnering with outstanding external institutions. With a more open perspective, practical solutions, and warm companionship, the company aims to help clients achieve enduring family enterprises and sustainable wealth.
For further information, please call the wealth hotline: 400 826 0000 or visit the company's official website: www.hztrust.com