Banyan Legacy 磐岩薪传

Banyan Legacy: Shanghai, China | Global Reach Industry: Family Wealth Management | Professional Services & Content Solutions About Us Founded in 2014, Banyan Legacy is the premier curator of high-quality learning content and trusted professional services for Chinese family wealth management. We are dedicated to empowering high-net-worth (HNW) families, single-family offices (SFOs), multi-family offices (MFOs), private banks, and wealth institutions with unbiased, data-driven solutions. Our core offerings span three pillars: Premium Global Summits:Till November, 2025Hosted 21 Asia Private Banking & Family Office Summits HNW/industry leaders reached), plus landmark overseas summits in New York and Singapore. The average PAYING delegates are over 350 for each summit (with 120+ local management level of family offices/private banks per event). Data-Driven Community & Service Curation: Summit membership communities and database —streamlining collaboration and deepening client loyalty. Custom Training & Overseas Study Tours: Tailored in-house training and immersive global learning journeys(connecting with local families, SFOs, private banks, and legal/asset management experts). Our competitive edge lies in: • Precise global database of industry stakeholders • A world-class think tank of family members, academics, and practitioners •Trusted partner for Chinese families in building inter-generational wealth legacy through knowledge, connection, and professional empowerment. As a resource-connecting platform, we provide selective overseas institutions with comprehensive marketing services covering channel partner network establishment & management to support their development into Chinese market for win-win. We select quality overseas service providers for Chinese companies with overseas investment and asset allocation needs.