FAQ
Frequently Asked Questions
Answers to common questions about the Institute and the family office industry. For anything further, please contact us directly.
What is a family office?
A family office is a professional institution dedicated to managing the wealth and affairs of affluent families. Its services typically span investment management, wealth succession, family governance, tax and legal compliance, next-generation education and philanthropy, with the goal of passing on both family wealth and values across generations.
What kind of institution is the China Family Office Institute?
The Institute is a family office industry institution and professional community rooted in the Chinese mainland. It serves family office practitioners, family members and ecosystem partners with industry research, professional education, industry events and philanthropy — a public knowledge platform and trust network for China’s family office industry.
What is the relationship between the Institute and FOIHK?
The two are sister institutes. They share research and event networks, collaborate closely on publications, industry events and philanthropic programmes, and respectively serve the mainland Chinese and Hong Kong markets, together reaching Chinese families worldwide.
What services and resources does the Institute offer?
Core offerings include industry research and policy analysis (such as offshore trust taxation and cross-border wealth management policy), professional education content, industry forums and exclusive study visits, and philanthropic programmes linked to international SDG certification.
How can I take part in the Institute’s events?
Events are announced on the “News & Events” section of this website and through partner channels. Interested participants may subscribe via email and will be notified as soon as registration opens.
Who is the Institute’s content for?
Family members and family office practitioners, professionals from private banks and asset managers, lawyers and tax advisers, as well as scholars and students interested in family wealth management.
How can I contact the Institute?
You are welcome to reach us at info@foihk.org (an interim mailbox shared with our sister institute) or follow the Institute on LinkedIn. See the Contact Us page for details.
Ready to Walk with Us?
Whether 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.