Education & Research
The Institute publishes family office research and policy analysis across wealth management, family governance, succession planning and cross-border compliance, helping families and practitioners build systematic knowledge.
China’s Ministry of Finance and State Taxation Administration have issued new rules on individual income tax for offshore trusts, clarifying the tax treatment of asset injections, ongoing trust operations, distributions, termination, status changes and succession — with a uniform 20% rate and no reductions allowed.
Read moreBoston Consulting Group’s Global Wealth Report 2026 officially confirms that Hong Kong has overtaken Switzerland as the world’s largest cross-border wealth management centre, with cross-border wealth booked in Hong Kong projected to grow around 9% annually through 2030, remaining first globally.
Read moreThe Chief Executive’s Policy Address relaxes the Capital Investment Entrant Scheme (CIES), lowering the residential property price threshold from HK$50 million to HK$30 million, making the “invest and relocate” route to Hong Kong more accessible to ultra-high-net-worth families.
Read moreWhether you are a family member, a family office professional, or a partner following the industry’s development, we welcome you to get in touch and help advance a professional and philanthropic family office industry in China.