Long'an Dynamics | The Long'an Bay Area Law, Finance, and Tax Integration Research Center, in collaboration with the Family Office of Pacific Life Insurance Guangdong Branch, organized the event “In-depth Dialogue between Law Firms and Insurance Companies in Family Office Contexts”

On June 14th, the Longan Bay Legal, Finance, and Tax Integration Research Center and the Family Office of Pacific Life Insurance Guangdong Branch jointly organized a special sharing event titled “In-depth Dialogue between Law Firms and Insurance Companies in Family Office Business Scenarios”. This event was also a study tour for the family office staff of Guangdong Taibao Family Office, aiming to promote the development of legal, finance, and tax integration.

The event was addressed by Chen Banliang, Director of the Longan Bay Legal, Finance, and Tax Integration Research Center and a senior partner in Longan Guangzhou. Lawyer Hao Hao, Deputy Director of the Longan Bay Legal, Finance, and Tax Integration Research Center and a senior partner in Longan Guangzhou, Lawyer Li Dingbang, Deputy Director and Secretary-General of the Longan Bay Legal, Finance, and Tax Integration Research Center, and Advisor Dai Wenjun also participated in the sharing sessions. Mr. Wang Xiaotian, Head of the Family Office of Pacific Life Insurance Guangdong Branch, gave a concluding speech.

Lawyer Chen Banliang

Director of the Longan Bay Legal, Finance, and Tax Integration Research Center and Senior Partner in Longan Guangzhou

The event started at 14:00. Lawyer Chen Banliang, Director of the Longan Bay Legal, Finance, and Tax Integration Research Center, delivered an opening speech titled “The Construction and Practice of Legal, Finance, and Tax Integration Services”. He pointed out that the establishment of the Longan Bay Legal, Finance, and Tax Integration Research Center is complementary to the development of the insurance industry. The integration of legal, finance, and tax services will be closely linked to family office business, thereby promoting its deeper development.

Advisor Dai Wenjun

Senior Advisor of the Longan Bay Legal, Finance, and Tax Integration Research Center

Advisor Dai Wenjun shared on the topic “The Significance and Scenarios of Tax Planning and Risk Management in Family Office Business”. Starting from the perspective of wealth management, Lawyer Dai explained the importance of tax planning in this field. He also discussed how to effectively apply tax planning concepts to family office business, combining insurance and family office operations. He shared how legal, tax, and risk management concepts can be used together to better serve family office and insurance services.

Lawyer Li Dingbang

Deputy Director and Secretary-General of the Longan Bay Legal, Finance, and Tax Integration Research Center

Lawyer Li Dingbang shared on the topic “How Does Insurance Play a Role in Wealth Management and Inheritance? – A Dialogue between Lawyers and Insurance Professionals”. He began with classic cases related to inheritance, highlighting the importance of insurance as a tool for wealth management. He then explained the advantages and functions of various types of insurance, and combined it with other legal tools such as wills and trusts. Finally, he emphasized the potential for the integration of insurance and legal services.

Lawyer Hao Hao

Deputy Director of the Longan Bay Legal, Finance, and Tax Integration Research Center and Senior Partner in Longan Guangzhou

Lawyer Hao Hao shared on the topic “The Significance and Scenarios of Criminal Risk Management in Family Office Business”. He started with authoritative data on criminal offenses by entrepreneurs, analyzing the basic situation and sources of risks. He then discussed the new standards for prosecution and sentencing, and the development of corporate compliance systems. Finally, he shared how criminal risk management concepts can be applied in family office business.

Mr. Wang Xiaotian

Head of the Family Office of Pacific Life Insurance Guangdong Branch

In conclusion, Mr. Wang Xiaotian expressed his hope for closer cooperation with the Longan Bay Legal, Finance, and Tax Integration Research Center in the future, aiming to promote the development of legal, finance, and tax integration.

Since its establishment on March 15, 2024, the Longan Bay Legal, Finance, and Tax Integration Research Center has been working to integrate legal and financial resources in Longan Bay, improving the level of legal, finance, and tax services. This helps to meet customer needs and promote the development of legal, finance, and tax integration. In the future, the research center will continue to organize seminars and training activities related to “law + wealth management + tax” to better serve the professional and integrated development of Longan Bay.