Preserve
Asset protection in the context of recent tax reforms and Golden Tax Phase IV.
2026 · EXCLUSIVE CLIENT LECTURE SERIES
A new perspective on wealth in a changing world.
Join Dr. Richard Ku to explore a changing world, wealth preservation and family succession, with your family’s future in mind.
An invitation to explore the future of your wealth.
Let wealth serve the life you envision.
FEATURED SPEAKERDr. Richard KuPhD in Economics · Dean of SUREST
30
Years of professional experience
12
Cities in the 2026 programme
04
Start a conversation about your family’s future ↗Themes for a broader perspective
01 / ABOUT THE LECTURES
Preserve your wealth. Pass it on.
In today’s economy, wealth preservation and succession are important priorities for high-net-worth families. As the global landscape evolves and policies in China continue to develop, asset allocation and family succession face new challenges and opportunities. This forward-looking lecture offers clarity and direction for the path ahead.
The Wealth Preservation & Legacy exclusive client lecture series brings together Dr. Richard Ku’s extensive experience around three priorities, helping wealth serve life.
Pass on
Passing wealth to the next generation efficiently, with lower risk and within the legal framework.
Enjoy
Retirement and cash-flow planning for longer lives, so wealth can support the way you want to live.
Understand the times. Rethink wealth.02 / THE SPEAKER
Dr. Richard Ku
PhD in Economics and Master’s in Finance. Dean and founding partner of SUREST.
30 years across securities, private banking, family offices and law firms, connecting a global perspective with wealth planning practice. Author of Wealth Preservation and Legacy: Essential Lessons in Wealth Planning, published in Hong Kong.
CFPRFPTEP
Full biography & professional background ＋
- PhD in Economics; Master’s degree in Finance.
- Certified Financial Planner (CFP) credential holder in Mainland China, Hong Kong and Taiwan; Registered Financial Planner (RFP).
- China Council member of STEP, lead for Southern China, and senior TEP member.
- Dean and founding partner of SUREST.
- 30 years of experience in securities (US), private banking (HK), family offices (SN, as stated in the source) and law firms (CN).
- Visiting professor in the Finance Department of Guangdong University of Finance; invited researcher at the School of Management, Xi’an Jiaotong University.
- Senior instructor for Certified Private Banker (CPB) and Certified Financial Planner (CFP) programmes.
- Expert committee member and appointed instructor for RFP in China.
- Member of the expert think tank for the Forbes Global Alliance Family Office.
- Named Best Financial Planning Trainer of 2018 in the Yicai / RFP selection.
- Author of Practical Guide to the New Global CRS Rules, From Insurance Agent to Wealth Adviser, 66 Lessons on Insurance, Law and Business, and Legal and Business Strategies for Large Insurance Policies.
- Judge for the Forbes–Fullgoal China Financial Planner Selection and the Financial Planning Standards Board China financial planner competition.
- Wealth expert on CCTV-2’s Wealth Plan; expert judge on Yicai’s Financial Planning for All; interview guest on Hong Kong Asia Pacific TV’s Finance Weekly.
03 / Four themes. The questions that matter.
Four themes. The questions that matter.
A forward-looking discussion, from protection to succession.
Global shifts: Geopolitics and macroeconomics
Understand global economic trends and capital flows to identify new opportunities for future wealth planning.
Policy shifts: New policies and tax oversight in China
Explore new policies in China, the Golden Tax system and CRS, with a focus on wealth compliance and risk management.
Family transitions: Succession and marital risks
Examine wealth-related risks in marriage, inheritance and family governance to strengthen succession safeguards.
Wealth transitions: Family wealth planning across economic cycles
Organise family wealth by purpose, build sustainable cash flow and create a resilient family wealth structure that can be passed on for generations.
04 / A city tour. One shared conversation.
A city tour. One shared conversation.
The 2026–2027 lecture programme
2026 · Twelve-city lecture programme
Guangzhou
Sheraton Guangzhou Hotel
Held↗Hangzhou
Sheraton Grand Hangzhou Binjiang Hotel
Held↗Beijing
China World Hotel, Beijing
Held↗Dongguan
Dongguan Marriott Hotel
Held↗Xiamen
Sheraton Grand Xiamen Jimei
Held↗Zhengzhou
Wanda Vista Zhengzhou
Held↗Ningbo
Ningbo Marriott Hotel
Held↗Foshan
Foshan Marriott Hotel
Held↗Shanghai
Mandarin Oriental Pudong, Shanghai
Held↗Chengdu
The Ritz-Carlton, Chengdu
Tickets on sale↗Changsha
Changsha Marriott Hotel Yuelu
Tickets on sale↗Shenzhen
JW Marriott Hotel Shenzhen
Tickets on sale↗Events from January through September 2026 have concluded. Please contact your dedicated wealth planner for high-net-worth individuals about upcoming events and participation.
2027 · Lecture programme across China (January–May)
Guangzhou
Venue to be announced
Date announced↗Hangzhou
Venue to be announced
Date announced↗Suzhou
Venue to be announced
Date announced↗Beijing
Venue to be announced
Date announced↗Tianjin
Venue to be announced
Date announced↗Dongguan
Venue to be announced
Date announced↗Further 2027 events will be announced. Please contact your dedicated wealth planner for high-net-worth individuals for venues and participation arrangements.
The lecture tour map
2026–2027 · Cities and destinations
05 / Shared moments. Inspiring perspectives.
Shared moments. Inspiring perspectives.
Looking back: 2024–2026
TOTAL EVENT ATTENDANCE4,583attendances
2024–2026 · 19 lectures, bringing people and ideas together.
2026Event record ＋
Guangzhou
Sheraton Guangzhou Hotel
Hangzhou
Sheraton Grand Hangzhou Binjiang Hotel
Beijing
China World Hotel, Beijing
Dongguan
Dongguan Marriott Hotel
Xiamen
Sheraton Xiamen Jimei
Zhengzhou
Wanda Vista Zhengzhou
Ningbo
Ningbo Marriott Hotel
Foshan
Foshan Marriott Hotel
Shanghai
Mandarin Oriental Pudong, Shanghai
2025Event record ＋
Guangzhou
Guangzhou Marriott Hotel Tianhe
Dongguan
Wanda Vista Dongguan
Chengdu
InterContinental Century City Chengdu
Foshan
Foshan Marriott Hotel
Shanghai
Mandarin Oriental Pudong, Shanghai
Shenzhen
Mandarin Oriental Shenzhen
Changsha
Changsha Marriott Hotel Yuelu
2024Event record ＋
Foshan
Foshan Marriott Hotel
Shanghai
Crowne Plaza Shanghai
Shenzhen
Shangri-La Shenzhen
06 / YOUR INVITATIONThe next conversation.
The next conversation.
We look forward to seeing you.
You are warmly invited to a conversation about wealth, family and the future. Join Dr. Richard Ku to explore how to preserve wealth and pass it on.
YOUR ATTENDANCE
Speak with your dedicated wealth planner for high-net-worth individuals
To attend, please contact the dedicated wealth planner who supports you and your family. They can help you choose an event and confirm participation arrangements and details.
- 01
Choose your preferred city and date
- 02
Let your dedicated wealth planner know you would like to attend
- 03
Your planner will help confirm the event arrangements