China Academy of Wealth Planning and Management (CAoWPM), first such non-profit academic institution in China with its focus on wealth planning research and management, was established in Hong Kong in May, 2006. Its research mainly falls upon the combination of wealth planning and management theory and practice, dealing with issues of protecting transnational or trans-territorial wealth during the process of economic globalization. Not only does it pay attention to the wealth planning and management issues in mainland China, but alsso to the issues on introducing such experience in Hong Kong, Macau, Taiwan districts and foreign countries to mainland China.

CAoWPM will do the following with full efforts: to collect international wealth planning and management information; to introduce the related laws and systems; to study the theory and give professional legal suggestions and advice; to advocate wealth protection conception; to introduce the latest international practice on wealth planning and management; to launch the international academic exchanges with professional institutions, universities and experts; to organize related professional training and lectures; to publish academic papers and research achievements and provide guidance to professional institutions.

CAoWPM is like a big ship in construction on board the dreams of professionals, institutions, scholars and various such academies, the historic responsibility to propel forward wealth planning and management in China. It has its own professional website (www.chinawealthplanning.com) and academic journal. It holds professional seminars, and various activities. It puts its efforts to refine and summarize wealth planning and management expertise and experience, with such to present wealth research’s implied essence in professional comprehensive viewpoint, in this way, to sort and conform the valuable sources in wealth planning and management field with the help of professionals around the world.