Wealth Planning & Structuring Forum

We are delighted to welcome you to the Wealth Planning & Structuring Forum - Hong Kong 2026, taking place on Wednesday 28th October at The St. Regis, Hong Kong. The Forum arrives at the most consequential moment for private wealth structuring in Greater China in more than a decade. China's new offshore-trust tax rules have converted years of quiet ambiguity into an immediate, documented, deadline-driven problem - and every trustee, private banker, lawyer, tax adviser and family office in Hong Kong now has work to do. You can tailor your experience to suit your schedule and professional interests. Join the main morning programme from 9.00am to 1.00pm for 3.5 CPT hours, followed by lunch; participate in the interactive afternoon workshops from 2.00pm to 4.00pm for a further 2 CPT hours; or attend the complete Forum and benefit from up to 5.5 CPT hours. This highly curated gathering will bring together over 300 senior professionals: heads of wealth planning, trust and fiduciary specialists, senior private bankers, product heads and relationship managers from leading private banks, independent wealth managers and EAMs, multi-family and single-family offices, private-client lawyers, tax advisers, and the HNW insurance specialists who sit alongside them. This year, the emphasis is firmly on decisions that can no longer be deferred: which existing offshore structures survive contact with China's new rules, what must be reconstructed where the records are incomplete, and whether reserved powers still protect a family or now expose it; which tool in a considerably broader toolkit genuinely matches the risk in front of the family; whether Hong Kong should be a family's single base, one hub among several, or the home of a genuine family office rather than a nameplate; and whether the institutions advising today's founders have done enough to earn the confidence of the next generation. How the Day Works - You Choose How You Take Part The Forum is held at The St. Regis, Hong Kong, and is structured in two distinct parts. Attendees are welcome to join the morning, the afternoon or both - whichever best suits their schedule and professional interests. The Morning (9.00am-1.00pm): 3.5 CPT hours - three senior panel discussions, eight specialist presentations and the rapid-fire In The Hubbis Hot Seat, in which leading providers each have five minutes to put a structuring solution in front of the room. Followed by a networking lunch. The Afternoon (2.00pm-4.00pm): 2 CPT hours - four Hubbis Bespoke Workshops of 40 minutes each, held in the main ballroom, examining structures, jurisdictions, policies and implementation in considerably greater depth, followed by networking and refreshments. The Full Day: Up to 5.5 CPT hours - attendees joining both the morning and afternoon programmes complete the full CPT programme while benefiting from the entire Forum experience. Key Discussion Themes Include: The Offshore Trust Reckoning - China's new offshore-trust tax rules have ended a long era of assumed tax neutrality. What must PRC-connected families, trustees and advisers do now about existing trusts, historical retained income and structures established since 2023? Who Is Captured - and How Do You Prove It? - how residence, control, beneficial enjoyment, multi-settlor arrangements and underlying offshore companies will be interpreted, and how families reconstruct original costs, historic income and valuations when the records are incomplete. Control Versus Fiduciary Substance - whether reserved powers, family-controlled investment companies, nominee directors and prescriptive letters of wishes now create more vulnerability than comfort, and how much control a founder can retain before undermining the arrangement entirely. CRS, Capital Controls and Adviser Exposure - how authorities are using cross-border information to challenge offshore arrangements, and what responsibility and personal risk now sit with Hong Kong trustees, lawyers, bankers and intermediaries. Does the Trust Still Work? - if the tax advantage has gone, when do asset protection, succession, governance and continuity still justify the cost, the complexity and the loss of control? Start with the Risk, Not the Product - liquidity, control, asset protection, succession, tax management or family governance: which objective comes first, and how should that answer determine everything that follows? HNW Insurance: Which Tool for Which Problem? - universal life and premium-financing risk, the surge in indexed universal life since distribution restrictions eased in 2025, variable universal life and why the segment remains smaller in Hong Kong than in Singapore, PPLI where beneficiaries sit in higher-tax jurisdictions, participating whole life as a genuine succession tool - and how to judge illustrated returns, insurer strength and multi-decade servicing. Beyond the Trust - when a foundation, private trust company, holding structure or carefully drafted will is the better answer, plus the parts of the toolkit too often left out: probate across jurisdictions, incapacity planning, residence and citizenship options, philanthropy and consolidated reporting. Hong Kong and the Family-Office Opportunity - how the latest measures are changing Hong Kong's appeal to families from Greater China, Southeast Asia, India and the Middle East, and what separates a functioning family office from a tax-driven structure with a nameplate. Defining Real Value - beyond products and execution, what are families now genuinely prepared to pay for, and where does the industry still fall short on transparency, responsiveness, reporting and cross-border capability? Differentiation, and Who Should Lead - with broadly similar products and platforms across the market, how much of a firm's value sits with the institution and how much walks out of the door with the banker? And which model - private bank, EAM, MFO or adviser-led team - should coordinate the family's advisers? Two Generations at Once - wealth is passing to children who feel little inherited loyalty, while the firms advising them must develop their own next generation of advisers. Are either of those transitions actually being managed? Stress-Testing the Structure - death, incapacity, divorce, relocation, regulatory change, beneficiary litigation: which events should trigger a formal restructuring review, and why are so many structures examined only afterwards? The format has been designed to be engaging and interactive throughout. The morning combines three senior panels, eight focused specialist presentations and the fast-paced Hubbis Hot Seat showcase, in which leading fiduciary, legal, tax and insurance providers each have five minutes to present a solution shaping how families preserve and transition wealth across generations and jurisdictions. The afternoon workshops are deliberately practical and discussion-led, allowing for far more detailed exchange around structures, jurisdictions, policy selection and the implementation challenges that rarely surface on a panel. Whether you join us for the morning, the afternoon or the full day, you will leave with actionable perspectives from trustees, private-client lawyers, tax specialists, insurance experts and senior wealth-management leaders working at the sharp end of Asian private wealth. We look forward to welcoming you to The St. Regis, Hong Kong, in October 2026.