Even someone like Goodstein, being a professional manager, didn't feel disrespected when Li Pan sent a driver over. After all, 'Li Qingyun' was a relative of 'Li Pan' who drove for him, so having such a confidant come to meet was quite appropriate, and both parties had a pleasant conversation.
To address Li Pan's need for cross-dimensional asset transfers and tax planning, Goodstein proposed setting up a family office, essentially creating Li Pan's own group-based holding enterprise to manage his family's daily wealth and other affairs, ensuring the achievement of the family's medium to long-term goals.
Compared to directly hiring private banks to operate trust funds, a family office essentially serves as a private bank tailored for individual families. The client manager isn't just employing a wealth manager, but hiring a whole team of professionals including legal advisors and accountants.
