EVENT RECORD · INDUSTRY FORUM
From 24 to 26 April 2024, FGI Group Holdings participated as a co-organiser in the Hong Kong New Capital Investment Entrant Scheme (CIES) and Family Office Forum. The three-day forum brought together representatives from Invest Hong Kong, international accounting firms and a range of global financial institutions.
A three-day programme of policy discussion and institutional visits, hosted by Transcend Family Office and co-organised by Transcend Wealth, FGI Group Holdings and Immigration Circle.
The forum considered the policy details of Hong Kong’s New Capital Investment Entrant Scheme, the establishment and governance of family offices, and included visits to several international financial institutions.
The following guests attended the forum. Their attendance is recorded solely as a factual account of the event and does not constitute an endorsement of any product or service.
Vice president of Family Office at Invest Hong Kong (InvestHK), the investment-promotion agency of the Government of the Hong Kong Special Administrative Region, who delivered remarks on Hong Kong’s family-office policy environment.
Greater China Family Enterprise Leader at Ernst & Young (EY), who shared perspectives on family-business governance and succession.
Chief executive officer of EverTime Capital, who participated in discussions on family offices and investment.
On the second day, the forum visited UBS, J.P. Morgan, Bank of Singapore (BOS), Bloomberg, insurance companies and real-estate projects. On the third day, participants visited the Centre for Family Business at The Chinese University of Hong Kong.
From 24 to 26 April 2024, the Hong Kong New Capital Investment Entrant Scheme and Family Office Forum was held in Hong Kong. The forum was hosted by Transcend Family Office and co-organised by Transcend Wealth, FGI Group Holdings and Immigration Circle. Its three-day agenda comprised policy discussion and guest addresses on the first day, on-site visits to international financial institutions and information-service providers on the second day, and a visit to the Centre for Family Business at The Chinese University of Hong Kong on the third day. The forum brought together representatives from government departments, international accounting firms, asset-management institutions and the family-office sector. As a co-organiser, FGI participated throughout the preparation and delivery of the forum.
The first day focused on Hong Kong’s New Capital Investment Entrant Scheme (CIES) and family-office topics. Duan Ting, vice president of Family Office at Invest Hong Kong (InvestHK); Wang Wenhui, Greater China Family Enterprise Leader at Ernst & Young (EY); Ye Yunkai, chief executive officer of EverTime Capital; and other guests attended and delivered remarks, sharing professional perspectives and experience on the policy framework and family-office practice. Guest attendance is recorded solely as a factual account of the event and does not constitute an endorsement of any product or service.
The first-day agenda included several in-depth discussion and exchange sessions. Guests discussed Hong Kong investment-migration policy, the establishment and governance of family offices, policy-detail interpretation, the development of the family-office ecosystem, tax and compliance arrangements, and the regulatory framework for cross-border asset allocation. The discussions gave participants first-hand perspectives from government and professional institutions and facilitated direct exchanges among government departments, professional institutions and industry participants. Statements made by guests were their personal views and did not constitute investment advice.
On the second day, the forum organised on-site visits to international institutions, including UBS, J.P. Morgan and Bank of Singapore (BOS), as well as visits to several insurance companies, Bloomberg and real-estate projects. Senior executives of UBS attended the visit and delivered remarks introducing its private-banking and family-office service framework. The itinerary enabled participants to gain a direct understanding of the service structures, investment-research capabilities, information-platform operations and cross-border custody arrangements that global financial institutions offer to high-net-worth families, and to exchange views with institutional representatives on the practical delivery of family-office services.
On the third day, participants visited the Centre for Family Business at The Chinese University of Hong Kong (CUHK). From an academic-research perspective, they explored family-business governance, intergenerational succession and long-term trends in the family-office sector, and exchanged views with the Centre on the talent-development and research-support resources underpinning Hong Kong’s role as a family-office hub. This concluded the three-day forum programme.
As a co-organiser, FGI Group Holdings participated throughout the preparation and delivery of the forum. FGI will continue to follow policy and market developments in Hong Kong’s family-office and cross-border asset-allocation sectors, and to maintain engagement with professional institutions through comparable industry events. Policy information on this page reflects material published by the Government of the Hong Kong Special Administrative Region in 2024; the latest official publications prevail.
This page is a factual record of a past event and is provided for general corporate information only. It does not constitute an offer or solicitation, investment advice or any assurance of an immigration outcome. The attendance of any guest does not constitute an endorsement of any product or service. Hong Kong immigration policies remain subject to the latest information published by the Government of the Hong Kong Special Administrative Region. To learn about FGI’s current activities, please contact us through our official channels.