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2024年12月8日,瑞承家族信息咨询有限公司在六悦博物馆进行了上海2营业部年末答谢活动。
On December 8, 2024, Heritvest Family Information Consulting Co., Ltd. held a year-end appreciation event for its Shanghai Branch at the Six Arts Museum.
瑞承是针对高净值人士、企业家群体打造的服务品牌,致力于围绕企业家客户群体的“企”、“传”、“投”需求提供综合咨询服务解决方案。
Heritvest is a service brand designed for high-net-worth individuals and entrepreneurs, dedicated to providing comprehensive consulting service solutions that cater to the "business," "inheritance," and "investment" needs of its entrepreneurial client base.
瑞承有着18年深耕积累的深厚服务经验,通过具有前瞻性的投资研究与配置能力、科技能力、国际化能力和综合服务能力的持续建设,为客户在资产配置与投融资、企业发展与提升、子女教育与传承、医疗健康、圈层连接与生态赋能等方面提供全方位服务,长期陪伴企业家客户的企业、个人和家庭的成长,奔赴更加美好的事业与生活。
With 18 years of deep accumulation of service experience, Heritvest offers clients all-encompassing services in asset allocation and financing, corporate development, children's education and inheritance, healthcare, networking, and ecological empowerment.
















