Amid the wave of globalization and the evolving demands of wealth management, how can high-net-worth individuals (HNWIs) safely and efficiently establish family wealth succession structures while navigating complex cross-border challenges? On August 7, 2025, Zhonglun W&D Law Firm, in collaboration with Seyfarth Shaw LLP (U.S.), held a closed-door private advisory board meeting titled “Global Risk Control and Wealth Succession Planning for High-Net-Worth Clients” at Zhonglun W&D Law Firm’s Beijing headquarters in Tower 2 of China Central Place, providing expert solutions to the wealth management challenges faced by HNWIs.

The event commenced with a welcome speech by Yuxin Xia, Director of Zhonglun W&D Law Firm. Lawyer Xia emphasized that in the current complex economic environment, HNWIs have an increasingly urgent need for risk control and wealth succession. This private advisory board meeting aimed to create a platform for industry professionals to share practical insights, forge connections, and explore new collaborative opportunities in wealth management through in-depth discussions.

Jing Li, Senior Consultant at Seyfarth’s Hong Kong office, delivered a presentation on “Cross-Border Tax and Legal Considerations in Wealth Succession Planning”. From a practical standpoint, Li analyzed common cross-border succession tools and outlined actionable steps, offering HNWIs a clear roadmap.

Xiaoqin Liu, Partner at Zhonglun W&D Law Firm, shared insights on “Control Strategies in the Journey from Corporate Growth to IPO”. Lawyer Liu stressed that there is no one-size-fits-all approach to equity structuring—flexible adjustments are necessary at different growth stages. She highlighted that control goes beyond shareholding ratios, encompassing asset protection, compliance awareness, and sound corporate governance as key to maintaining stability.

Jiayan Lan, another Senior Consultant at Seyfarth’s Hong Kong office, focused on “Cross-Border Litigation Risks and Preventive Strategies”, examining risk factors from both corporate and personal/family litigation perspectives and providing targeted preventive recommendations.

The roundtable discussion, hosted by Bingling Zhao, Senior Partner at Zhonglun W&D Law Firm, featured deep exchanges with Zhengming Li (Dean of the Insurance Research Institute and Executive Committee Member of Zhonglun W&D Law Firm), Gaochong Hu (Deputy Director), Xiaoqin Liu, Changzheng Sun (Partners), and Seyfarth’s Senior Consultants Jing Li and Jiayan Lan under the theme “New Era, New Challenges, New Opportunities”. Topics included collaborative mechanism between domestic and international lawyers and asset partitioning strategies in cross-border large-asset allocation, the integration of insurance trusts and family trusts, marital property delineation, end-to-end equity management, and compliance risk control. Through case studies and dynamic discussions, the session offered multidimensional solutions for HNWIs’ wealth management needs. The Q&A segment further deepened participants’ understanding of wealth succession and risk control.

In closing, Min Li, Executive Committee Director of Zhonglun W&D Law Firm and Director of the Beijing Lawyers Association’s Professional Committee of Wealth Management Law, delivered concluding remarks. Lawyer Li expressed gratitude to the speakers and noted that as HNWIs’ wealth grows, so does their demand for professional financial management, risk control, and succession planning—an area where this private advisory board meeting delivered valuable insights.

The networking session fostered further connections among attendees, laying a solid foundation for future collaboration. Moving forward, Zhonglun W&D Law Firm will continue to focus on the core needs of HNWIs, driving high-quality development in wealth management through professional legal services.