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04-27 2025

FWP同学会｜“同聚首话财富”财富沙龙主题活动成功举办
4月26日，家族财富规划师同学会（Family Wealth Planner Community，简称FWP同学会）财富主题沙龙活动第十六期...
04-14 2025

动态 | “家族财富规划师如何构建家办服务交付体系”财富沙龙成功举办
FWP同学会于3月27日和4月10日成功举办两场以"家族财富规划师如何构建家办服务交付体系"为主题的财富沙龙活动。
04-01 2025

FWP同学会︱“家族财富规划师如何构建家办服务交付体系”私享会首场圆满举办
来自信托、律所、保险、家办等领域的历届FWP同学齐聚一堂，以“家办服务交付”为核心，共同探讨家族财富规划服务新生态。
01-23 2025

新财道荣膺薪火奖 | 2024年度中国家族办公室TOP50奖项
2025年1月18日，新财道受邀出席由《财富管理》杂志及财策智库主办、上海交通大学上海高级金融学院独家学术支持的第九届亚太财富论坛暨2024...
01-10 2025

《家族财富规划师水平课程》第十一期班教学计划
12-24 2024

动态｜“2024新财道家族研究院大湾区论坛——共建本土家族财富管理新生态”在深圳成功举办
继2023年成功举办“新财道家族研究院大湾区论坛——中国式家族办公室发展之路”活动后，新财道家族研究院于12月21日在深圳举办“2024新财...
12-09 2024

动态 | 周小明博士受邀出席“两岸及粤港澳大湾区信托法论坛暨首届澳门金融法治论坛”
"两岸及粤港澳大湾区信托法论坛"近日在澳门中银大厦举行，庆祝国庆75周年及澳门回归25周年。与会嘉宾围绕多个专题，共探信...
12-02 2024

《新财道家族信托高级研修班》专题课第2期班结业啦！
近五十余位资深专业人士和几个家族成员参加了课程的学习。

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友情链接：浙江新财道投资管理有限公司浙江虞华投资管理有限公司

导航首页关于我们家族财富规划服务家族研究院新财道在线公司动态加入我们

基本文件流程错误 SQL 调试

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0.0606s

FWP同学会｜“同聚首 话财富”财富沙龙主题活动成功举办

动态 | “家族财富规划师如何构建家办服务交付体系”财富沙龙成功举办

FWP同学会︱“家族财富规划师如何构建家办服务交付体系”私享会首场圆满举办

新财道荣膺薪火奖 | 2024年度中国家族办公室TOP50奖项

《家族财富规划师水平课程》第十一期班教学计划

动态｜“2024新财道家族研究院大湾区论坛——共建本土家族财富管理新生态”在深圳成功举办

动态 | 周小明博士受邀出席“两岸及粤港澳大湾区信托法论坛暨首届澳门金融法治论坛”

《新财道家族信托高级研修班》专题课第2期班结业啦！

FWP同学会｜“同聚首话财富”财富沙龙主题活动成功举办