Get ready to take part in the most important event
in Shanghai on:

Immigration by Investment Wealth Protection and Succession Corporate Structuring

24th - 25th November 2021


China Offshore

China Offshore is the leading media company providing offshore finance news and information services to facilitate the needs of financial intermediaries and high net worth individuals in mainland China. China Offshore is among the most trusted resources for China’s business and investment leaders, providing them the uncompromising commentary, concise analysis, and relevant facts and figures on the offshore world as it pertains to China.

The Platform

The exclusive offshore finance platform in China, China Offshore, was built from the ground up by media, news reporting, and offshore finance professionals here in China, using the international knowledge of offshore finance, and the on-the-ground expertise of Chinese media. China Offshore covers all essential channels for reaching financial intermediaries including periodicals, guides, conferences, and online media.

The offshore news professionals at China Offshore scour the world’s IFCs to bring our readership the most groundbreaking news, updates, facts and figures on the offshore world as it pertains to China. With our net-work of editors and contributing professionals from around the globe, the depth of coverage and quality of information is unparalleled.

China Offshore brings you an international perspective on the most relevant topics that are being discussed and will help you gain an informed viewpoint, as China prepares its ascent to become one of the world’s largest and most powerful economies.


"As an offshore lawyer specializing in fiduciary solutions from Hong Kong since the 1990s, in my view the China Offshore series is one of the best for building networks and reputation among the clients with whom we are keen to work. For local delegates in China it provides a valuable learning insight into the “new world” of sophisticated offshore structuring, and an opportunity to meet leading professionals first hand."
- Leon Mao
Former Head of Trusts & Offshore Legal Counsel
at First Advisory Group
"I think this is the most important summit in the calendar for China. It's a great opportunity for Harneys as a BVI and Cayman law firm because we are meeting people who have clients who have very particular needs of investing their money outbound. It's the networking opportunities and meeting people that is the beauty of this conference. Everyone is here in the knowledge that they should network and it's a very fruitful place for networking. Very slick and well-organized operations and we’ve been very impressed."
- Ian Mann
Managing Partner at Harneys
"The British Virgin Islands, as a leading offshore jurisdiction, has been working with China Offshore to do all our marketing in China since 2011. We have been their top level sponsors of all the well known China Offshore Summits and they have consistently delivered the top delegates at these well-organized events. We have had a great experience and always look forward to working with their great team on future projects/events."
- C. Maritza Mercer
Former Chief Operating Officer
at BVI Finance


Why Shanghai?

Why you should attend the China Offshore Summit 2021

  • There are more than 1,537 financial institutions in Shanghai, with nearly 30% set up by foreign companies. The city’s financial market records a transaction value of about US$ 216 trillion annually.
  • Shanghai is home to China’s largest population of UHNWIs whose net worth exceeds USD 30 million.
  • Over 1,000 multinational companies use Shanghai for their China headquarters and foreign R&D centers.
  • The Port of Shanghai is the world’s best-connected port, ranking for the ninth consecutive year.
  • Foreign direct investment to Shanghai reached US$ 5.63 billion in the first quarter of 2021, up 20.5% compared to the same period last year.

Sources: Xinhua, Wealth-X, UNCTAD, Dezan Shira & Associates, Shanghai Municipal Statistics Bureau

Who Should Sponsor & Attend

Senior Level Managers of the Following:

  • Investment Promotion Agencies
  • International and Offshore Law Firms
  • Trust & Fiduciary Service Providers
  • Wealth Management Professionals
  • Corporate Service Providers
  • Tax and Accounting Professionals
  • Private and Offshore Banks
  • Other Offshore Professionals
Summit Schedule

About the China Offshore Summit Series

Since the inception of the China Offshore Summit series in 2010, China’s HNWI, investment groups and corporations have developed an ever-increasing need for sophisticated international wealth, immigration tax and asset planning services. This demand, coupled with increasing pressure from local and international taxation authorities for transparency has created a massive gap in traditional offshore planning by local practitioners.

The China Offshore Summit has been designed exclusively by China Offshore & local practitioners to educate Chinese financial intermediaries on the effective use of tax planning and asset management tools available in low-tax jurisdictions.

With an average of over 500 attendees per event, the China Offshore Summit Series will provide a premium platform for information exchange, business development and much-needed education for Chinese intermediaries in this burgeoning market, with a full day of focus on wealth management, a full day on corporate structuring, and China Offshore Shanghai will incorporate an optional additional day focused on immigration by investment.

Day 1
November 24th, 2021
Immigration by Investment
  • Citizenship & residence planning as a tax planning tool
  • Real estate market trends for UHNWI
  • Second residency/citizenship for asset protection and preservation
  • Tax transparency and regulatory considerations in HNW migration
  • Citizenship vs. permanent residence by investment, programs and comparison
Wealth Protection & Succession
  • Inheritance strategies and estate planning for family wealth
  • Cross-border asset allocation and preservation
  • Family trust challenges for UHNWI
  • International tax planning and tax transparency updates
Day 2
November 25th 2021

Invited Speakers

Business Development Manager of China
CS Global Partners

Chief Executive Officer
Citizenship by Investment Unit, Antigua & Barbuda

Chief Manager Business Development
Samoa International Finance Authority

Chief Executive Officer

Section Head, Business Development
Samoa International Finance Authority

Executive Director of Global Relations, Partnerships, and Customer Satisfaction
APS Global Partners

Special Advisor
APS Global Partners

President & Founder
APS Global Partners

Chief Executive / Managing Director
Royal Oak Asset Management

Executive Director
CIL Group Ltd.

Panhe Family Office

Business Immigration Advisor
Premier UK Business LLP

Overseas Marketing Manager
Korantina Homes

Founder & Chief Executive Officer
GEMS Holdings Ltd.

Key Client Manager
Leo Trust Switzerland AG

Director and Founding Partner
Shanghai Inhetrust Law Firm

Founding Partner and Chief Editor
Middle Networks

Corporate Paralegal
Loeb Smith Attorneys

Loeb Smith Attorneys

Loeb Smith Attorneys

Head of the Citizenship by Investment Unit, Dominica

Chief Executive Officer
Citizenship by Investment Unit, St. Kitts

PKF Demei Law Firm

Icaza, Gonzalez-Ruiz & Alemán of Panama

Vice President
Shanghai Wish Immigration Ltd.

Managing Director of Family Advisory Center
Lupu Investment Group

Senior Partner
Shanghai FO Law Firm

Assistant Vice President, Business Development (Mainland China)
Walton International Group

Deputy General Manager of Shanghai Branch
Honghu Best Global Family Office

Managing Partner
EunaCon Perfect Alliance (China) CPA Firm

Director of Strategic Business
U&I Group

Managing Partner
Harneys Shanghai

King & Wood Mallesons Shanghai

GROW Investment Group

Shanghai Zhonghan Haiyang Certified Tax Agents Co., Ltd.

Managing Director
Overseas Company Services Limited


Education Partner