33 ASIAN LEGAL BUSINESS CHINA • 亚洲法律杂志-中国版 WWW.LEGALBUSINESSONLINE.COM/CHINA BROUGHT TO YOU BY GUANTAO LAW FIRM 顾文俊 Gu Wenjun 高级合伙人、家事法和家族财富管理业务委员会副主任 Senior Partner at Guantao Law Firm, Deputy Director of the Family Law and Family Wealth Management Committee guwj@guantao.com ALB: What led you to pursue a career in the field of family law and family wealth management? What achievements and breakthroughs have you made in the past year? Gu Wenjun, Senior Partner at Guantao Law Firm, Deputy Director of the Family Law and Family Wealth Management Committee: I started practicing law in 2001. In 2017, I undertook my first project in the field of wealth inheritance law. I delved into the fundamental aspects and legal rationale of family wealth management, which resulted in my first success story in this field. During that year, our law firm was named to the shortlist for the ALB Wealth Management Law Firm of the Year award, while I was nominated by China Law & Practice for the Private Lawyer of the Year award. The greatest achievement for me was being able to deliver family legal services across different regions, disciplines, and legal jurisdictions. ALB: In recent years, there has been growing interest in the field of family services and private wealth management. Have you noticed any emerging trends in this field? What do you believe are the essential qualities for becoming an exceptional “family lawyer” or “private lawyer”? Gu: Indeed, family services and private wealth inheritance are drawing increasing attention, which has evolved into a comprehensive and multifaceted legal field. “The client’s role in determining the direction” shapes our entire portfolio of services, driving us towards internationalization, comprehensiveness, and customization. In my opinion, an excellent “family lawyer” should possess four key qualities: comprehensive expertise, extensive practical experience, strong management and communication skills, and the integrity to maintain confidentiality. ALB: As a cross-border legal expert, how do you perceive the concept of comprehensive and systematic integration across different jurisdictions and disciplines? Gu: Family clients, almost always high-net-worth clients, possess a wide range of assets spreading across domestic and international jurisdictions, by various family members with different nationalities and tax residencies. Hence, it is crucial to develop a comprehensive and systematic wealth management framework, as well as to coordinate professional teams worldwide to address the family’s requirements. I often explain to our clients that our work is like a one-stop-shop “turnkey” project. Luckily, I have formed a team with extensive experience and strong skills across various legal jurisdictions and sectors. This allows us to integrate and address the needs of our family clients, ultimately handing over the “key”, the final result, to them. ALB: Drawing from your professional experience, what changes have you observed in the demands for legal services among clients nowadays? How do you adapt to these changes and provide better services to clients? Gu: More and more clients tend to seek family lawyers who are highly credible and capable for long-term cooperation. This means that our legal services must be highly tailor-made in order to satisfy individual clients. Therefore, we have enhanced our professional capabilities and accumulated knowledge and experience in managing cross-border and multi-disciplinary cases. We have also developed our proficiency in project management and made every effort to earn the trust of our clients. As a result, these efforts enable us to provide long term comprehensive and tailor-made legal services. 与众不同、不可替代，做客户真正信任的“私人律师” ——专访2023 ALB客户首选律师：观韬中茂律师事务所高级合伙人顾文俊 Being a unique, irreplaceable, and trusted “private lawyer” — Interview with 2023 ALB China Client Choice winner: Gu Wenjun, Senior Partner at Guantao Law Firm ALB：顾律师，恭喜您入选2023 ALB客户首选律师榜单！您 是如何踏上家事法和家族财富管理这一专业领域的？过去 一年您取得了怎样的成绩和突破？ 顾文俊律师，观韬中茂律师事务所高级合伙人、家事法和家 族财富管理业务委员会副主任：我2001年开始执业，2017 年做了职业生涯的第一个财富传承法律项目，过程中我深 入研究了家族财富管理的内核和法律逻辑，有了第一个成 功案例。 这一年，我们所入围了ALB法律大奖的年度财富管理律 师事务所提名，我本人也入围了《中国法律商务》年度杰出 私人客户律师大奖提名。对我而言，最大的突破是我完成了 数项跨地域、跨领域、跨法域的家族法律服务。 ALB：近年来，家族服务、私人财富管理成为了热门领域。就 您观察，该领域出现了哪些新趋势？在您看来，优秀的“家族 律师”“私人律师”应该具备怎样的特质？ 顾文俊律师：确实，家族服务、私人财富传承越来越多出现 在我们的视野里，这是一个复合全面的法律综合领域。“客 户决定方向”，这引领着我们的服务整体趋向国际化、综合 化和定制化。 在我看来，优秀的“家族律师”需要具备以下四大特质： 第一，全面的专业知识；第二，丰富的实务经验；第三，强大 的管理和沟通能力；最后，保守秘密的能力。 ALB：作为跨境法律专家，您如何思考跨法域、跨法律领域 中整体性系统性整合的概念？ 顾文俊律师：家族客户一般都是“高净值人群”，资产种类 多，分布于境内外，家族成员众多，因此需要设计全面的、系 统性的财富管理架构，统筹专业团队，协调家族需求。 对此，我常和客户说，我们的工作是一个“交钥匙”的工 程。很幸运的是我组建了一个跨法域、跨法律领域，有丰富 经验和极强能力的团队，从而能将家族客户的需求全面整 合和解决，最终将“钥匙”交到他们的手中。 ALB：根据您的执业经验，当下客户对于法律服务的要求发 生了怎样的变化？您如何适应这些转变，并为客户提供更好 的服务？ 顾文俊律师：客户越来越多趋向寻找深具信任感、能够展开 长期合作的家族律师。这意味着我们的法律服务必须高度 定制化。因此，我们相应增强了专业素养和跨境跨领域的知 识和经验储备，提高了项目管理能力，全力以赴积累客户的 信任，从而提供全面和定制化的法律服务。
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