01
家族服务总规划
Family Strategic Planning
立足家族长期目标，梳理事业、财富、风险、家庭与后代培养之间的关系。
Clarifying the relationships among enterprise, wealth, risk, family, and next-generation development through a long-term family lens.
INDEPENDENT FAMILY ADVISORY01 / IDENTITY
陈晓敏 XIAOMIN CHEN
家族服务独立顾问 · 家族总规划师
Independent Family Advisor · Family Strategic Planner
以全球视野，连接家族未来。
A global perspective for an enduring family legacy.
近三十年全球财富管理经验
Nearly three decades of global wealth management
Nearly three decades of global wealth management
04跨区域专业网络
Cross-regional professional networks
Cross-regional professional networks
服务理念 / PHILOSOPHY
财富之外，
规划家族的长期秩序。
Beyond wealth, shaping the enduring order of a family.
家族面对的，不只是资产配置，更是事业、家庭、后代与传承的系统性命题。我的角色，是从全局出发完成诊断与总规划，并在需要时组织合适的专业力量。
A family faces more than asset allocation. Its long-term questions span enterprise, family, the next generation, and legacy. My role is to diagnose the whole picture, establish an overarching plan, and organize the right professional capabilities when they are needed.
先理解家族，再组织方案。
Understand the family first. Then organize the solution.
01家族需求诊断Family diagnosis
02顶层总规划Strategic planning
03专家甄选与协同Expert coordination
专业能力 / EXPERTISE
三项核心能力
Three capabilities for translating complexity into a coherent family strategy.
02
全球私人银行资源协调
Global Private Banking Coordination
理解不同市场的服务逻辑，为跨区域的家族需求协调合适的金融与专业资源。
Interpreting the service logic of different markets and coordinating suitable financial and professional resources for cross-border family needs.
03
国际金融理财标准本土化与推广
Localization of Global Financial Planning Standards
将国际金融理财的专业标准与中国市场实践衔接，推动行业专业化发展。
Connecting international financial-planning standards with Chinese market practice and supporting the profession’s local development.
家族服务专家生态 / FAMILY SERVICE ECOSYSTEM
一个总规划，
连接六类专业力量。
One strategic plan, connecting six fields of expertise.
家族总规划
FAMILY
STRATEGY
STRATEGY
财富管理
Wealth
风险管理
Risk
法律与财税
Legal, Finance & Tax
健康管理
Health
国际教育与后代培养
Education & Next Generation
家族治理与传承
Governance & Legacy
我以独立顾问的视角完成总规划与跨专业协同。涉及法律、税务、医疗及具体投资等专业意见，由相应持牌或合格专业人士提供。
I provide overarching planning and cross-disciplinary coordination from an independent advisory perspective. Legal, tax, medical, and specific investment advice is provided by appropriately licensed or qualified professionals.
专业经历 / PROFESSIONAL BACKGROUND
从国际标准，
到家族实践。
From global standards to the realities of family stewardship.
~30YEARS
GLOBAL WEALTH
MANAGEMENT
GLOBAL WEALTH
MANAGEMENT
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01
近三十年全球财富管理行业经历
Nearly three decades of experience across the global wealth-management profession.
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02
曾任国际金融理财标准委员会中国区主席
Former China Chair of the international financial-planning standards organization.
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03
长期参与国际金融理财标准的本土化与推广，并多次担任 FPSB China 中国金融理财师大赛国际评委
Long-standing involvement in localizing global financial-planning standards in China, including service as an international judge for FPSB China’s financial-planner competition.
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04
荣获加拿大帝国商业银行杰出贡献大奖
Recipient of an Outstanding Contribution Award from Canadian Imperial Bank of Commerce.
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05
获得 GE 大学中国首批全球技术领袖证书
Awarded a certificate in the first China cohort of GE University’s Global Technology Leadership program.
全球专业网络 / GLOBAL PROFESSIONAL NETWORK
跨越市场，
理解不同制度下的家族需求。
Across markets, with an understanding of how family needs take shape in different systems.
中国内地
Mainland China
中国香港
Hong Kong
新加坡
Singapore
北美
North America
基于长期行业经历，连接国内银行业与金融机构专业网络，以及香港、新加坡和北美等地的金融服务及法财税、健康管理与国际教育相关资源。
Long-standing industry experience connects professional networks in Mainland China’s banking and financial sectors with financial services and selected legal, tax, health-management, and international-education resources across Hong Kong, Singapore, and North America.