《管好你的钱》内容简介
过去40年里，中国大部分家庭都积累了一定的财富。但只有少数高净值人士会对自己的财富传承进行规划，大部分人还处于意识萌芽阶段。
但是，财富管理和传承规划并不是高净值人群的专利。当个体在创造财富的同时，就应该以守富、传富为目的进行规划和安排。
本书剖析了家庭中常见的财富传承风险，详细介绍了7种财富管理与传承工具，包括赠与、遗嘱、寿险、保险金信托、家族信托、家族办公室与家族基金会，并结合丰富的案例对《民法典》中的相关条款进行了通俗易懂的解读。针对不同人群进行了传承需求和相关风险分析，帮助读者扫清财富传承方面的盲区和错误认知，建立长期、科学的财富思维，提前做好财富管理和传承规划，为个人及家庭财富保驾护航。
作者简介
武秋萍
柏泰保险经纪高客负责人|家办合伙人
上海哲硕企业咨询中心总经理
中国新供给经济学50人论坛特邀研究员
保险公司|信托公司|律所讲师
中国民主建国会会员
上海市侨商联合会会员
创业10年，为高净值人士服务8年。关注生活和工作的平衡，追寻人生与家庭的意义。坚持长期主义，懂高净值人士需求。拥有100多次企业、高净值人士的咨询和落地经历，亦为数名首席经济学家提供解决方案。
Keep Your Money in Check
Over the past 40 years, most Chinese families have accumulated some wealth. But only a minority of HNWIs plan for their wealth succession, and most are still in the infancy stages of awareness.
However, wealth management and succession planning are not exclusive to high net worth individuals. When individuals create wealth at the same time, they should plan and arrange for the purpose of keeping and passing on wealth.
This book analyzes the common wealth inheritance risks in families, introduces seven wealth management and inheritance tools in detail, including gift, will, life insurance, insurance trust, family trust, family office and family foundation, and provides an easy-to-understand interpretation of relevant provisions in the Civil Code with a wealth of cases. This paper analyzes the inheritance needs and related risks of different groups of people to help readers clear the blind spots and wrong perceptions in wealth inheritance, establish long-term and scientific wealth thinking, make wealth management and inheritance planning in advance, and protect personal and family wealth.
About the author
Wu Qiuping
Botai insurance broker Gawker head | home office partner
Shanghai Zheshuo enterprise consulting center general manager
Invited researcher of China's New Supply-side Economics 50 Forum
Insurance company | trust company | law firm lecturer
Member of China Democratic National Construction Association
Member of Shanghai Federation of Overseas Chinese Businessmen
Founded 10 years, serving high net worth individuals for 8 years. Focus on the balance between life and work, and seek the meaning of life and family. Adhere to long-term philosophy and understand the needs of high net worth individuals. He has more than 100 consulting and landing experiences with enterprises and high net worth individuals, and has also provided solutions to several chief economists.
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