什么样的信托产品适合家族信托?

    2021-01-12 17:03:37 来源:财视中国


    嘉宾简介:



    康朝锋
    泓湖百世全球家族办公室董事长,新湖财富副总裁
    厦门大学金融工程学博士,厦门大学金融MBA特聘导师,中国量化投资俱乐部理事
    2004年至2009年曾先后供职于鹏华基金和富国基金,2009年2月至2019年2月供职于平安信托,2019年3月加盟新湖财富并设立泓湖百世全球家族办公室。
    2009年至2019年管理了中国境内第一批公益慈善信托和家族信托。
    2012年合作成立了境内第一个在岸家族信托,2016年设立了“中国平安教育发展慈善信托”,是国内第一批备案成功的慈善信托。
    2017至2019年带领团队累计设立了2000多单保险金信托。
    累计设立和管理公益信托、家族信托和保险金信托规模90亿。
    奖项殊荣
    2015年,“年度最佳家族信托计划奖”——《证券时报》
    2016年,“年度卓越公益信托产品平台奖”——《经济观察报》
    2016年,“年度慈善信托产品奖”——《华夏时报》
    2017年,“最佳慈善信托产品奖”——《上海证券报》
    2017年,“金牛慈善信托奖”——《中国证券报》
    2018年,“优秀家族信托计划奖”——《证券时报》
    2018年,“中国最具创新信托产品奖”——《亚洲银行家》
    2019年,“企业承诺认证”奖——《亚洲银行家》

    Bruce Kang 
    Chairman of Honghu Best Global Family Office,Vice President of Xinhu Wealth Management Co,Ltd.,, with a PhD. in financial engineering from Xiamen University.
    After graduating with a PhD in 2004, Mr. Kang worked for Penghua Fund and Fullgoal Fund. Then he joined PingAn Trust as the head of family office from 2009 to 2019 and had managed China’s first series of charitable and family trusts for ten years. Then he joined Xinhu Wealth Management Ltd. Co. as the Managing Director and Chairman of Honghu Best Global Family Office.
    He co-established the first onshore family trust in China in 2012, and led a team to establish the “China PingAn Education Development Charitable Trust” in 2016, which was one of the first Charitable Trusts in China. 
    Awards
    The Securities Times: “Best Family Trust Plan Award” of 2015
    The International Private Wealth Management China Awards: “Outstanding Family Trust Service Case” in 2016
    The Economic Observer: “Outstanding Charity Trust Product Platform Award” in 2016
    The Securities Times: “Best Family Trust Plan Award” of 2018
    The Securities of China: "Gold Cow Charitable Trust" of 2018
    The Global Wealth and Society Awards from The Asian Banker: "The Most Innovative Trust Produce/Service in China" of 2018
    The Asian Banker:“Corporate Commitment Certificate 2019”