众成清泰(青岛)律师事务所

众成清泰律师事务所成立于1988年,是山东省司法厅直属的律师事务所,也是山东省规模最大的综合性律师事务所,全国优秀律师事务所。执业律师1000余名,分支机构20余家。在财富传承与管理领域深耕多年,荣获“ALB亚洲规模律师事务所50强”“钱伯斯东部沿海一等商事律师事务所”“IFLR1000山东金融和企业领域第一梯队”“钱伯斯华东地区银行与金融业律师事务所大奖”等,并成功入围2025 ALB“年度华东地区律师事务所大奖”及“年度华东地区财富管理律师事务所大奖”。

上海财经大学青岛财富管理研究院

上海财经大学源于1917年,是国家首批“211工程”“985工程优势学科创新平台”重点建设院校,国家“双一流”世界一流学科建设高校。上海财经大学青岛财富管理研究院是上海财经大学与青岛市人民政府于2014年12月共同成立的青岛市属教育科研事业单位,其宗旨是为青岛市经济金融提供人才支撑和智力支持,推进财富管理国家级金融综合改革试验区建设。成立十年多来,研究院在人才培养、研究咨询、启民服务和商业生态建设等方面取得了显著成效,尤其是在家族财富传承与管理领域取得了大量前瞻性的研究与实践成果。

青岛市市中公证处

青岛市市中公证处成立于1956年,是山东省成立最早的公证机构。2007年8月1日与原青岛市第二公证处合并且更名为青岛市市中公证处,从而组建了山东省公证行业的航空母舰,实现了青岛市公证资源的整合。全处现有执业公证员30余人,其中拥有高级职称者过半,是一支素质高、能力强、业务精、善钻研的富有战斗力的队伍,有遗嘱信托、生前预嘱、指定监护人遗嘱及各种协议类公证等特色公证服务,被司法部授予“部级文明公证处”光荣称号等多项荣誉。

About the Founding Partners

About the Founding Partners

Jointide (Qingdao)Law Firm:

Founded in 1988, Jointide Law Firm is a law firm directly affiliated with the Department of Justice of Shandong Province.It is also the largest comprehensive law firm in Shandong Province, as well as a National Outstanding Law Firm, with over 1,000 practicing lawyers and more than 20 branch offices.With years of dedicated expertise in the field of wealth succession and management, the firm has been honored with titles such as "ALB Asia's Top 50 Law Firms," "Chambers & Partners First-class Commercial Law Firm in Eastern Coastal China," "IFLR1000 First Tier in Shandong for Financial and Corporate Law," and the "Chambers & Partners Award for Banking & Finance Law Firm in East China."

Shanghai University of Finance and Economics (SUFE) Qingdao Institute of Wealth Management:

Originating from 1917, Shanghai University of Finance and Economics (SUFE), Shanghai University of Finance and Economics (SUFE) is a key university under the national "211 Project" and "985 Engineering Innovative Platform for Dominant Disciplines", and a national "Double First-Class" university for world-class discipline construction. The SUFE Qingdao Institute of Wealth Management was jointly established in December 2014 by SUFE and the Qingdao Municipal People's Government as a municipal-level educational and scientific research institution. Its mission is to provide talent support and intellectual resources for Qingdao's economic and financial sectors and to advance the construction of the national financial reform pilot zone for wealth management. Over the past decade, the Institute has achieved significant results in talent cultivation, research and consulting, public financial literacy services, and business ecosystem development, especially in the field of family wealth succession and management, where it has made numerous forward-looking research and practical achievements.

Qingdao Municipal Notary Office:

Founded in 1956, the Qingdao Municipal Notary Office is the oldest notary institution in Shandong Province. On August 1, 2007, it merged with the former Qingdao Second Notary Office and was renamed the Qingdao Municipal Notary Office, forming the "aircraft carrier" of Shandong's notary industry and achieving the integration of notary resources in Qingdao. The Office currently has more than 30 practicing notaries, over half of whom hold senior professional titles. It is a highly capable and combat-effective team with high professionalism and a spirit of inquiry. It offers characteristic notary services such as will trusts, living wills, wills designating guardians, and various notarizations of agreements. It has been awarded the honorary title of "Civilized Notary Office at the Ministerial Level" by the Ministry of Justice and many other accolades.