On April 27, the “2017 Annual General Meeting” was held at the Beijing headquarters.
On April 27, the “2017 Annual General Meeting” was held at the Beijing headquarters.
On March 16, The Wisdom of Family Wealth Management – the Systematic Planning under Management by Objective created originally by Foreland was awarded “Annual Double Top 10 Original Book” of China Finance Publishing House.
By the end of 2017, Foreland entered into more than 20 deals worth up to RMB 200,000,000 with over 50 family customers, covering comprehensive services from family security to wealth management to family investment banking and inheritance.
On December 18, Foreland and AVIC TRUST organized and held the “2017 Family Wealth Management Summit – the Key of Chinese Family Wealth Management” at the Banquet Hall of Beijing Hotel. 600 participants, including entrepreneurs, high-net-worth individuals and representatives of wealth management service institutions and the media bore witness to the birth of “Chinese Family Wealth Management”.
In November The Wisdom of Family Wealth Management –Systematic Planning under Management by Objective originally written by Foreland, which is the first book in a series of the Family School, was published by the China Finance Publishing House.
On August 3 the specialist training project of the Family School – Insurance Allocation and Implementation Strategies from the Perspective of Wealth Management, was launched online, and proceeded with a total of 2 phases in 2017. There were nearly 120 participants covering individuals from financial institutions such as trusts, insurers and banks and third-party service institutions as well as high-net-worth individuals.
On June 30, the 2016 Annual General Meeting was successfully held.
In April Foreland established the Zhengzhou Family Office to promote arrangements for regional family offices.
On March 28 Foreland introduced Phase II shareholders comprised of clients and increased registered capital from RMB 325,000,000 to RMB 388,000,000.
On March 18 the special training project of the Family School – Practical Operation Strategies of Family Trust was launched online, and proceeded with a total of four phases in 2017. There were a total of more than 240 participants covering individuals from financial institutions such as trusts, insurers, banks and third-party service institutions as well as high-net-worth individuals.
In March, Foreland set up the Chengdu Family Office to promote the layout of regional family offices.
In January 18, Foreland established a family wealth promotion model focusing on two online WeChat groups –“Financial Services Group” and “Financial Customers Group” and family wealth club (“Two Groups and One Club”).
In January Foreland improved organizational systems and executive positions and formulated the Strategic Development Plan of the Company (2017 - 2019).
On December 26, Foreland introduced management shareholders and Phase I shareholders comprised of clients and increased registered capital from RMB 60,000,000 to RMB 325,000,000.
In November “Foreland & AVIC TRUST Family Security Trust” was successfully established, marking the establishment of the first private equity fund of Zhejiang Foreland. Shanghai Family Office was set up at the same time.
On August 27, a senior seminar for Quality Courses for Practical Training of Family Wealth Management of Foreland Family School began in Beijing. The Courses consisting of 6 sections and 12 specialist lectures, lasts 4 months. There were around 150 participants, covering people from family service institutions including trust companies, commercial banks, insurance institutions and professional firms as well as corporate clients and other high-net-worth individuals.
On July 29, Zhejiang Foreland Investment Management Co., Ltd. the wholly-owned subsidiary of Foreland, was registered as a private equity fund manager to provide family customers with asset allocation services.
On March 4, Foreland introduced strategic shareholders and increased registered capital from RMB 50,000,000 to RMB 60,000,000.
On December 18 Foreland entered a deal with shareholders comprised of the first group of 20 customers with regard to family trust establishment and subscription for shares, and released “Foreland & AVIC TRUST Family Security Trust” products jointly developed with AVIC TRUST.
On December 18, Foreland, AVIC TRUST and the Research Center For Finance and Law, School of Law Tsinghua University jointly held the first “Family Wealth Management Summit” in Hangzhou, which drew the participation of more than 300 entrepreneurs, ultra-high-net-worth individuals and insiders to discuss the major program for family wealth management. At this Summit the special research report - Family Wealth Management and Family Trust was released.
In November, Hangzhou Family Office of Foreland was founded.
On October 23, the WeChat Official Account of “Foreland Wealth Management” went online. It aims to promote and communicate ideas, knowledge, skills and methods focused on family wealth management primarily through the “original” articles of Foreland.
On August 19 Foreland Wealth Management Co., Ltd. was established in Beijing with initial registered capital of RMB 50,000,000.
