On 29 July 2025, the Cross-Border Family Office Professionals Workshop was co-organised by International Wealth Preservation & Inheritance Research Institute, U&I Academy, Maritime Silk Road Cross-Border Enterprise & Family Office Development Center, and Rita Tong Liu School of Business & Hospitality Management, Saint Francis University.
The three-day Workshop covered such topics as family office development trends around the world, cross-border compliance, wealth management, and new generation succession. Instructors, including lawyers, family office and asset management experts, and professors shared knowledge as well as their views and experience. Participants also visited banks, family offices, and The Hong Kong Jockey Club to see how theories are put into practice and interact with practitioners.