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Wealth for Good in Hong Kong – Building Lasting Legacies

As mid-spring breathes new life into the world, the Wealth for Good in Hong Kong (WGHK) Summit makes its magnificent return to the city once again. Scheduled for March 23 and 24, this year’s Summit will bring its prestigious legacy into a new chapter.

With global geopolitical uncertainties on the rise, Hong Kong’s distinctive edge as a “safe harbour” has become all the more prominent. Amid such profound changes, Hong Kong’s forward-looking policies and institutional stability are more valuable than ever - no risk of war, free flow of funds, strong and robust capital markets, a well-established regulatory framework, and long-term planning dovetailing with national development. All these qualities have made Hong Kong a premier destination for global high-net-worth individuals and family offices to redeploy their assets. Industry insiders have pointed out that affluent investors are reassessing their global asset allocation and are inclined to channel more of their wealth into Hong Kong in pursuit of a safe haven with greater stability. This trend has further boosted Hong Kong’s appeal as a global hub for family offices, which echoes the theme of this year’s Summit - “Building Lasting Legacies”. In an era fraught with uncertainties, a robust institutional foundation is undoubtedly the best safeguard for wealth succession and value inheritance.

Last year, the third edition of the WGHK Summit, themed “Hong Kong of the World, for the World”, concluded successfully with a display of how Hong Kong leverages its unique advantages in bringing together local and foreign capital and talent whilst fulfilling its mission as a “super connector” and “super value-adder” to generate sustainable value for global family offices. For its fourth edition, the WGHK Summit has chosen the theme “Building Lasting Legacies” to highlight the surging trends of persistent growth in the asset size of family offices and cross-generational wealth transfer.

This year’s Summit will showcase Hong Kong’s solid strengths and development potential to first-generation and next-generation global family offices along three directions – “Strategic Asset Management for Family Legacy”, “Cultural Value Foundation for a Thriving Market”, and “Smart Tech Innovation Driving Capital Appreciation”, which collectively facilitate the succession of family wealth and values across generations and the building of a lasting legacy.

Strategic Asset Management for Family Legacy

Leveraging its solid foundation in asset management and well-established professional services sector in support of the long-term succession of wealth, Hong Kong has all along been an ideal hub for family offices from across the globe. To align with the National 15th Five-Year Plan, the SAR Government has been rolling out a host of policies progressively to attract global family offices to operate in Hong Kong, thereby consolidating and enhancing the city’s status as an international financial and asset management centre. Since the issuance of the Policy Statement on Developing Family Office Businesses in Hong Kong, significant results have been achieved in areas such as tax concession, talent attraction, investment facilitation and ecosystem building, leading Hong Kong’s family office sector on a path of steady growth.

According to a latest study, as at the end of last year, the number of single family offices in Hong Kong has surpassed 3 380 (an increase of over 20% in two years), half of which have assets under management exceeding US$51 million. Against an increasingly complex global landscape, this sustained growth reflects the increased recognition from family offices of Hong Kong as a favourable wealth succession hub due to its stability and security.

To further facilitate experience sharing, this year’s Summit has invited the participation of a number of top family office decision-makers and next-generation successors who will delve into issues of cross-generational wealth planning, impact investing, wealth for philanthropy and family governance, and share their wisdom and vision of passing on family values and influences.

Cultural Value Foundation for a Thriving Market

Wealth succession is not merely about capital appreciation, but also about cross-generational continuity of core values. The East-meets-West cultural environment in Hong Kong has cultivated fertile soil for creative industry and brand development, while the robust legal regime for intellectual property (IP) safeguards the sustainable development of enterprises and brand reputation.

As the Chief Executive mentioned in last year’s Policy Address, IP is a legally protected intangible asset of Hong Kong and the cornerstone of innovation and creativity. Amid the dual trends of Mainland enterprises “going global” and overseas enterprises “coming in”, the SAR government is actively fostering the mechanisms for IP financing, valuation and trading, as well as stepping up overseas promotion, with a view to fostering a more vibrant knowledge economy ecosystem.

In this regard, representatives of Hong Kong’s creative brands having successfully gone global and international brands with a strong local presence will be invited to the Summit. They will discuss from the perspectives of brand building and digital marketing how the advantages of the Hong Kong market and the vast potential of the Mainland market can be leveraged to deepen the ties between their brands and the communities, and assist family office investors to plan ahead and seize the business opportunities.

Smart Tech Innovation Driving Capital Appreciation

AI, embodied AI and biotechnological research are spearheading a fresh round of technological revolution, unlocking investment opportunities for global family capital. Last year, Hong Kong ranked first globally with over $280 billion raised from a total of 119 new listings. About 70% of the newly listed companies are information technology, biotechnology, new energy and advanced industry enterprises, demonstrating a new trend driven by innovation.

With the aid of policy support, Hong Kong is fully committed to establishing itself as a global hub for AI technology. The latest Budget explicitly calls for promoting the development of AI+, aiming to drive economic transformation through computing infrastructure, resource investment, and industry chain collaboration. At the same time, it promotes tripartite co-operation among the Government, technology enterprises and developers in the Northern Metropolis development, channelling land and corporate resources to support industry development. All these demonstrate Hong Kong’s active role in supporting the nation’s modern industrial system.

To highlight the power of intelligent innovation, the Summit will kick off with a robot performance, showcasing the rapid development of robotics technology in the Mainland. Founders and top-tier executives from the fields of AI and robotics technology are also invited to share new industry trends, explore how family capital investors can identify opportunities amidst technological innovation and make critical decisions to strike a balance between independent innovation and strategic investment.

As mid-spring returns, the WGHK Summit not only brings together global family offices in building confidence and shaping vision for the future, but also highlights Hong Kong’s pivotal role as a bridge connecting the past to the future, and the East to the West. In a rapidly shifting global landscape, Hong Kong’s forward-looking policies, robust systems, and positioning as a “safe harbour” contribute to its unique competitive edge. The essence of the Summit’s theme “Building Lasting Legacies” extends beyond mere wealth; it also embodies the commitment to institutional continuity, adherence to values and persistence in innovation. By providing the next generation with a foundation for the future, we carry forward the spirit and positive impact of family offices across generations, nurturing prosperity in Hong Kong and building legacies that never fade.

 

 

12 March 2026