Succession planning for the continuance of family values, culture and wisdom

The MGR Financial Group assists families with succession planning and the continuation of family values, Culture and wisdom. Our Qualified Family Legacy Planners advise families on ways to build strong and healthy intergenerational relationships, creating an enduring succession plan.

Family legacy succession is a journey that needs comprehensive planning. Our Qualified Family Legacy Planners guide Families through the assessment process, covering their unique status and circumstances based on five dimensions, Value consensus, relationship sustainability, enterprise succession, knowledge transformation and wealth management.

Through this careful best-practice process, we help families identify the DNA of their success from their own history and family values, and recommend solutions based on the results derived and the challenges they face. In the way, families have a reference for future family and business development.

We are committed to providing a complete spectrum of family business succession planning services. Our Qualified Family Legacy Planners have a wealth of legacy planning knowledge and expertise, They engage in regular professional traning and always adhere to the highest standards of competence and integrity in customising legacy blueprints to meet every client’s unique needs.

遗产规划

为延续家庭的价值、文化、智慧进行的继承规划。

MGR（彦禹理财集团）家族遗产办事处运用继承规划协助每户家庭延续他们的价值、文化和智慧。

我们合格的家庭遗产规划师将会建议家族如何建立强大且健康的跨代关系，并且制定持久的继承计划。

制定一个理想的家庭遗产继承计划需要缜密且多方位的考量。我们合格的家庭遗产规划师除了以评估过程作为指导基础，也基于五大标准来涵盖各个家庭间独特的状态和情况，即是：价值的共识、关系的可持续性、企业的继承、知识的转化与财富的管理。

通过这些周密的良好实践过程，我们帮助家族从自身的历史和家族价值中鉴别出致使他们成功的关键。并且根据所得结果及他们所面对的挑战提出适当的解决方案。再者，这也能让家族对于未来的家庭和事业发展有所参考。

我们致力于提供全面性的家族企业继承计划服务。我们合格的家族遗产规划师拥有丰富的规划知识和专业能力，他们定期参与培训，在定制遗产蓝图方面始终坚持以最高标准的能力和诚信来面对各别客户的独特需求。