Education & Research

    Browse FOIHK education and research resources covering family office strategy, policy updates, training, and industry insights for Hong Kong professionals.

    Hong Kong overtakes Switzerland as world's top cross-border wealth hub on China ties, report shows

    Hong Kong overtakes Switzerland as world's top cross-border wealth hub on China ties, report shows

    Hong Kong's rise driven by Chinese assets and IPO boom Switzerland remains diversified, attracting clients amid geopolitical uncertainty, BCG report says Global cross-border wealth grows 8.4% to $15.7 trillion

    Financial Services and Treasury Bureau: 36 family offices were established or expanded in Hong Kong in the first four months of this year.

    Financial Services and Treasury Bureau: 36 family offices were established or expanded in Hong Kong in the first four months of this year.

    The Financial Services and the Treasury Bureau (FSB) stated that 36 family offices have established or expanded their operations in Hong Kong in the first four months of this year, with approximately 160 more indicating they are actively considering developing in Hong Kong. Among these, about 30 family offices are from Europe. The FSB reiterated its goal of assisting at least 220 family offices in establishing or expanding their businesses in Hong Kong between 2026 and 2028.

    Report on “Beyond Wealth: Advancing Hong Kong’s Family Office Ecosystem Through Philanthropy, Impact Investing, and Risk Management”

    Report on “Beyond Wealth: Advancing Hong Kong’s Family Office Ecosystem Through Philanthropy, Impact Investing, and Risk Management”

    The Hong Kong Institute for Monetary and Financial Research (HKIMR), the research arm of the Hong Kong Academy of Finance (AoF), today (10 March) released a new Applied Research report, titled “Beyond Wealth: Advancing Hong Kong’s Family Office Ecosystem Through Philanthropy, Impact Investing, and Risk Management”.

    Policy Address 2025: CIES Property Investment Threshold Lowered to HK$30 Million

    Policy Address 2025: CIES Property Investment Threshold Lowered to HK$30 Million

    The Chief Executive announced relaxation of CIES requirements, lowering the residential property purchase threshold from HK$50 million to HK$30 million for qualifying investment calculation.

    Over 200 Family Offices Established in Hong Kong - Ahead of Target

    Over 200 Family Offices Established in Hong Kong - Ahead of Target

    The Financial Services and the Treasury Bureau announced that over 200 family offices have established or expanded operations in Hong Kong with assistance from InvestHK, exceeding the performance target set in the 2022 Policy Address.

    Government Relaxes CIES Asset Holding Period from 2 Years to 6 Months

    The CIES requirement for holding at least HK$30 million in assets has been reduced from two years to six months, effective March 1, 2025. Investments through wholly-owned private companies will now count toward the qualifying investment amount.