Director, Global Family Business Research Center; Associate Director, Research Center for Green Finance, Tsinghua University PBC School of Finance. Chief Expert, Family Office Research Initiative. Co-Editor-in-chief, Wealth Management Journal. Member, Global Future Councils/Expert Network of World Economic Forum (WEF). Council member of All-China Federation of Industry and Commerce. Committee Member and Public Policy Chair of STEP China. Board member, China Enterprise Reform and Development Society

Published 7 books and more than 200 papers and cases on family business and wealth management, including 10 cases in Harvard Business School Case Selection. Recognized as one of China’s leading experts concerning family business and family office, he speaks frequently on public forums and private seminars globally.

Advises/serves on the boards of some of the largest family businesses and philanthropy foundations in China and the world, including several Fortune 500 Companies, Bill & Melinda Gates Foundation, and China Charities Aid Foundation for Children. Advises government ministries and financial institutions in China and abroad, including leading global private banks, investment banks, trust companies, and family offices.

Bachelor’s in Engineering, PhD in Management and Postdoctoral degree in Finance, Tsinghua University; Bachelor’s in Economics, Peking University. Recipient, Harvard Business School Corporate Director Certificate. Visiting Professor and Temasek Fellow, Singapore Wealth Management Institute.