中世家族财富传承与管理研究院 中世家族财富传承与管理研究院由上海财经大学青岛财富管理研究院、青岛市市中公证处、山东众成清泰律师事务所于2021年7月联合发起成立。青岛市司法局系业务主管部门。作为山东省首家以“家族财富传承与管理”为主题的实践型研究机构，致力于打破困扰家族财富传承的痛点和难点问题，为委托人量身定制财富传承与管理综合规划方案。 品牌理念：传递思想、爱和幸福。 品牌定位：家族财富传承综合规划方案提供者。 品牌价值：一站式、强保密、高格局、安全性、前瞻性。 品牌优势：山东省首家以“家族财富传承与管理”为主题的实践型研究机构。 The Sino-world Family Wealth Succession and Management Institute was jointly established in July 2021 by Qingdao Institute of Wealth Management of the Shanghai University of Finance and Economics (SUFE), the Qingdao Municipal Notary Office in Shandong Province, and the Jointide (Qingdao) Law Firm. The Qingdao Municipal Bureau of Justice serves as its competent business authority. As the first practical research institution in Shandong Province focusing on "family wealth succession and management," the Institute is dedicated to solving pain points and difficulties in family wealth succession, and providing customized comprehensive planning solutions for clients. ■ Brand Philosophy: Delivering ideas, love, and happiness. ■ Brand Positioning: Provider of comprehensive family wealth succession planning solutions. ■ Brand Values: One-stop service, strict confidentiality, high strategic vision, security, and foresight. ■ Brand Advantage: The first practical research institution in Shandong Province focusing on "Family Wealth Succession and Management." |
