Family Wealth Management and Succession
Professional field profile

The Family Wealth Management and Succession is a core strategic practice group of Liu He Law Firm, bringing together a group of senior lawyers with deep professional foundations and extensive practical experience, who have long been dedicated to serving high-net-worth individuals, families, and family-owned enterprises.

Guided by the core needs of client families, the Practice Group has built a comprehensive legal service system covering the full life cycle of "protection, governance, and succession". Breaking through the limitations of single-instrument approaches, the Practice Group deeply integrates resources in law, taxation, insurance, trust, and health management to provide clients with all-round, comprehensive solutions across the full spectrum of scenarios: matrimonial wealth protection planning, asset and liability risk segregation, family enterprise governance and control arrangements, family charter and governance mechanism construction, tax compliance and cross-border wealth arrangements, wealth succession planning and execution, and dispute resolution.

The Practice Group adheres to the service philosophy of "professionalism, prudence, customisation, and implementation", and is committed to translating the ambitious vision of succession into legal structures and executable plans that can withstand the test of time — safeguarding families' lasting legacies, and enabling wealth to be preserved securely, grown responsibly, passed on harmoniously, and sustained over the long term.

Professional Capabilities

Family (Enterprise) Governance and Succession

Family Wealth Protection and Risk Segregation

 

Legal Services

(I)  Family (Enterprise) Governance and Succession

1.    Establishment of family governance structures

2.    Formulation of family charters

3.    Top-level design and governance optimisation for family enterprises

4.    Will planning

5.    Family trust structure design

6.    Comprehensive wealth succession planning and implementation

7.    Succession planning for family enterprises

8.    Mediation of intra-family disputes

9.    Resolution of family enterprise control disputes

10. Emergency crisis management

 

(II)  Family Wealth Protection and Risk Segregation

11. Pre-nuptial and post-nuptial property agreement planning

12. Matrimonial wealth protection scheme design

13. Corporate asset segregation

14. Construction of debt risk segregation mechanisms

15. Tax compliance management for family members

16. Overall tax planning and global tax optimisation for the family

17. Legal safeguarding for cross-border asset allocation

 

Awards and Recognition

      Ms. Li Jing was named among the Top 15 Most Client-Trusted Lawyers in China (Private Wealth Management) by LegalOne for 2024.

      Ms. Su Xiuyuan was named a "Master Craftsman Lawyer" in wealth management by the Legalband Boutique Legal Services Brand Guide (2024).