Wealth • Legacy • Opportunities
财富 · 传承 · 机遇

Advisory for families who think beyond one generation.

为跨越世代的家族财富提供专业顾问服务。

Helping successful individuals, families and business owners preserve wealth, access opportunities and create lasting legacies across generations.

协助成功人士、企业家及家族客户实现财富保全、把握投资机遇,并创造跨越世代的长远价值。

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About YongPei

关于泳沛

YongPei is a private wealth practice dedicated to helping affluent families navigate wealth preservation, investment planning and intergenerational succession.

We believe meaningful wealth planning extends beyond products. It requires thoughtful coordination of family objectives, business interests, investment opportunities and legacy aspirations.

Our role is to bring clarity, access and expertise to every stage of a client's wealth journey.

泳沛是一家专注于高净值客户及家族财富规划的私人财富机构,协助客户实现财富保全、投资规划及家族传承。

我们相信,真正有意义的财富规划不仅仅是产品选择,更是将家族目标、商业利益、投资机会及传承愿景进行整合与协调。

我们的角色是在客户财富旅程的每一个阶段,提供清晰的方向、优质的资源与专业支持。

Good wealth planning should help families protect what they have built, grow with discipline, and pass on more than just capital.

良好的财富规划,不只是守住已创造的财富,更是以纪律实现增长,并传承资本以外的家族价值。

YongPei

Our Solutions

我们的服务方案

Integrated support across wealth planning, insurance, investments and family wealth continuity.

围绕财富规划、保险方案、投资机会及家族财富延续,提供整合式支持。

01

Wealth & Legacy Planning

Wealth preservation, succession planning, family governance and intergenerational wealth transfer.

02

Insurance Solutions

Protection planning, liquidity planning, legacy solutions and business continuity planning.

03

Investment Solutions

Access to public markets, private markets, alternative investments and structured opportunities.

04

Family Office Services

Family governance, next-generation engagement, wealth education and professional coordination.

05

Premium Financing

Insurance premium financing, banking partner coordination and capital efficiency strategies.

06

Global Wealth Structuring

Cross-border planning, international wealth considerations and global family wealth solutions.

01

财富与传承规划

协助家族实现财富保全、接班规划、家族治理及跨世代财富传承。

02

保险解决方案

运用保险工具支持保障规划、流动性管理、财富传承及企业延续安排。

03

投资解决方案

提供涵盖公开市场、私募市场、另类投资及结构性投资机会的解决方案。

04

家族办公室服务

协助家族建立治理架构、下一代财富教育及专业资源协调。

05

保费融资服务

与银行伙伴合作,提供保费融资及资本效率优化方案。

06

全球财富架构规划

为跨境资产、国际化家族及全球财富布局提供规划建议。

Who We Serve

服务对象

YongPei supports clients with increasingly complex wealth, family and cross-border planning needs.

泳沛服务于在财富、家族及跨境规划方面拥有更高复杂需求的客户群体。

Entrepreneurs
Business Owners
Multi-Generational Families
Internationally Mobile Families
Professionals & Executives
企业家
企业主
多代同堂家族
跨境流动家族
专业人士与高管

Why YongPei

为什么选择泳沛

A disciplined approach built around independence, clarity and long-term relationships.

以独立、清晰及长期关系为核心,建立稳健的服务模式。

Independent Thinking

Solutions driven by client objectives and long-term outcomes.

Holistic Wealth Perspective

Integrating wealth planning, insurance, investments and legacy considerations.

Regional Network

Access to banking, insurance, investment and professional partners across Asia.

Long-Term Relationships

Built on trust, discretion and continuity across generations.

Client-Centric Approach

Every recommendation begins with understanding the client's circumstances.

Execution Excellence

Supporting clients through implementation, reviews and ongoing servicing.

独立思考

以客户目标及长期结果为导向,设计合适方案。

全面财富视角

整合财富规划、保险、投资及传承安排。

亚洲区域网络

连接银行、保险、投资及专业服务伙伴。

长期客户关系

以信任、谨慎及跨世代延续为基础。

以客户为中心

每项建议都始于对客户情况及目标的深入理解。

卓越执行能力

支持客户完成方案落地、定期检视及后续服务。

Insights

洞见与观点

Selected topics for families, entrepreneurs and wealth owners navigating long-term planning decisions.

为家族、企业家及财富拥有者提供长期规划相关的精选观点。

The Great Wealth Transfer in Asia
Wealth Planning for Business Owners
Family Governance Across Generations
Insurance as a Legacy Tool
Opportunities in Private Markets
亚洲财富传承大趋势
企业家的财富规划策略
家族治理与世代传承
保险在财富传承中的角色
私募市场投资机遇

Start a Conversation

联系我们

Whether you are planning for wealth accumulation, family protection, succession or legacy creation, YongPei can help you explore a clearer path forward.

无论您正在规划财富积累、家庭保障、接班安排或家族传承,泳沛都可协助您探索更清晰的前行路径。

YongPei泳沛

Singapore

新加坡

Email: contact@yongpei.com

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