The "Family Office Network Platform" is a non-profit industry information platform and comprehensive service platform (hereinafter referred to as "the Platform") jointly established by the Shenzhen Wealth Management Association and the Shenzhen Family Office Promotion Association. It focuses on the information integration and resource coordination of family offices and related service institutions, aiming to break down industry information barriers, strengthen Shenzhen-Hong Kong cross-border cooperation, and support the development of the Guangdong-Hong Kong-Macao Greater Bay Area as an international wealth management center.
The platform adopts the "Family Office" Group Standard (T/FOPA 002-2024) as its core basis. Through a"voluntary registration, free participation"approach, it collects authentic information from domestic and overseas family offices and related service institutions, covering core dimensions such as entity qualifications, business areas, service capabilities, and cooperation needs. The platform does NOT constitute official endorsement, qualification certification, or commercial recommendation. It serves solely as an industry information aggregation vehicle, providing solid data support for policy recommendations, industry research, institutional cooperation, talent development, and government investment promotion.
The core value of the platform includes: providing data support for government policy formulation and investment promotion; building a bridge for resource matching and cross-border cooperation for industry institutions; promoting the implementation and adoption of industry standards to enhance professional service levels; and integrating authoritative industry news and policy updates to offer precise references for institutional development. Registered institutions can enjoy various exclusive rights and benefits, including resource matching, policy recommendations, event priority, brand promotion, and talent development. Both domestic and overseas institutions can access customized services and cross-border cooperation opportunities through the platform.
The Shenzhen Wealth Management Association is a key vehicle for Shenzhen to implement the "Opinions on Accelerating the Construction of Shenzhen as an International Wealth Management Center" (Shenzhen Financial Regulatory Document No. 1, 2023) and to build a modern wealth management ecosystem featuring a clustering of resources, comprehensive business formats, and open integration. The Association is supervised by the Financial Office of the Shenzhen Municipal Committee of the Communist Party of China and was jointly initiated by eight industry leaders: CMB Wealth Management, Oriental Fortune Capital, Ping An Wealth Management, CCB Wealth Management, Bosera Fund, China Southern Asset Management, CITIC Securities, and Guosen Securities. It now brings together nearly 100 high-quality wealth management institutions.
The Association has established several specialized committees, including Technology Finance, Pension Finance, Family Offices, Listing and M&A, and Financial Services Supporting Enterprises Expanding Overseas. With the mission of serving as a "government aide, public-private bridge, and industry catalyst" and the medium-term goal of the "Five Projects," the Association focuses on two core functions: "deepening wealth management to support the development of Shenzhen as an international wealth management center" and "serving the real economy to support the development of Shenzhen as an industrial finance center," comprehensively empowering the industry's growth.
In the wealth management sector, the Association works on decision-making support, platform building, international cooperation, and brand development. It has conducted pilot surveys on the Cross-boundary Wealth Management Connect, created the brand events "Finance Dialogue" and "Quarterly Forum," launched the benchmark industry event "Xiangmihu Wealth Management Week," and deepened cross-border connectivity. In the industrial finance sector, the Association leads financial services for enterprises expanding overseas, has initiated the Greater Bay Area Cross-border M&A Alliance, and has served over 400 companies expanding overseas or planning to do so, supporting them throughout their entire lifecycle. Simultaneously, the Association focuses on industry research and talent development, having undertaken multiple municipal-level major research projects and organized various professional training camps, providing intellectual and talent support for the high-quality development of Shenzhen's financial industry.
In the future, the Association will continue to deepen wealth management transformation and industrial finance innovation in the Greater Bay Area, contributing core strength to the development of Shenzhen as an international wealth management center and an industrial finance center.
Contact: Assistant of Wealth AssociationPhone: 18038035312 (WeChat ID same as mobile number)
Established in May 2017 with the approval of the Shenzhen Municipal Bureau of Civil Affairs, the Shenzhen Family Office Promotion Association (FOPA) was co-founded by institutions and individuals engaged in the family office sector, making it the first industry association of its kind in China. The Association is dedicated to fostering the sound development of the wealth management and family office industry and cultivating a healthy ecosystem for the sector. Its core mandates include setting industry standards and guidelines, building a collaborative platform for industry exchange, developing a talent pipeline, elevating professional standards, organizing industry forums and summits, advancing sustainable finance within the wealth management space, and strengthening engagement and cooperation with government authorities.
As both a standard-setter and an ecosystem builder, FOPA has led the development and implementation of China's first group standard for family offices — Family Office (T/FOPA 002-2024) — and has established five service platforms encompassing ecosystem development, standards services, talent services, training services, and incubation services. The Association is deeply committed to facilitating government-business dialogue, fostering industry exchange, delivering professional capacity-building, and curating signature industry events — providing comprehensive support across the full lifecycle of industry development. FOPA has also assembled a distinguished advisory council of authoritative experts to provide high-level intellectual guidance and resource support for the industry's high-quality growth.
The Association focuses on government-enterprise communication, industry exchange, professional development, and brand activities. It actively provides policy recommendations to the government to support the implementation of family office policies. It became a Futian District investment promotion advisor in July 2023, officially joined the Shenzhen Think Tank Alliance in April 2024, and was recognized as an "Ecosystem Partner" of the Futian District Chamber of Commerce Association Service Alliance in December 2025. The Association has created a series of brand events, including the "Wealth for Good Public Lecture," "Private Board Salon," and "Member Month," and has organized high-level events such as Shenzhen-Hong Kong cross-border exchanges and the Hong Kong Family Office Summit to promote connectivity between domestic and overseas industries. It has launched the "Family Advisor" training program , built an industry talent pool, and addressed talent shortages in the industry. The Association also jointly releases major industry reports and shares outstanding practice cases to enhance the professionalism and internationalization of local family offices.
Looking ahead, the Shenzhen Family Office Promotion Association will continue to follow the principles of sustainable finance, improve industry standards, deepen cross-border collaboration, cultivate professional talent, and optimize the service ecosystem, supporting the high-quality development of the family office industry in the Guangdong-Hong Kong-Macao Greater Bay Area and injecting strong momentum into the development of Shenzhen as an international wealth management center.
Contact: Family Office Association AssistantPhone: 18018776633 (Same number for WeChat)