Selected Publications
Practical Research
- White Paper “Family Enterprise Global Survey on Generational Perspectives: Current and next-generation family business owners aren´t so different after all”, a joint survey study with a group of 12 members comprising academics, analysts and consultants from six institutions: ESE Business School at Universidad de los Andes (Chile); ESADE Business School (Spain); Kellogg School of Management at Northwestern University (United States); Tecnológico de Monterrey (México); The Hong Kong University of Science and Technology (China); and Lansberg & Gersick and Associates, a leading consulting firm from USA and Spain, sponsored by Julius Baer, the international reference of wealth management, Winnie Peng, December 2021
- Industry research report in collaboration with Asia Business Council: "Extraordinary Endeavors in Turbulent Times: Asian Innovation, Inclusion, and Impact during COVID-19", including 8 feature case companies headquartered in different regions in Asia: Ayala Corp (Philippines), Fubon Group (Taiwan), Temasek (Singapore), Esquel Group (Hong Kong), Lenovo Group (Mainland China), DatVietVAC Group Holdings (Vietnam), and Lotte Group (South Korea), Winnie Peng, March 2021
- Special Issue on "Defining the Family Office Landscape" of Biz@HKUST (Issue 62), including 5 research related articles and 5 case articles featuring Dr. Hans Michael Jebsen, Dr. Vincent Lo, Mr. Sukanto Tanoto, Mr. Ronnie Chan, and Mr. Lawrence Chan, Roger King and Winnie Peng, Spring 2020
- Special Issue on "Shaping the Future of Chinese Family Businesses" of Biz@HKUST (Issue 55), including the Harilela case study, Roger King and Winnie Peng, Autumn 2017
Case Studies
- on family businesses and family offices: new cases or case updates on Li & Fung, Sun Hing, Wanda, Crown Worldwide, and a series of family offices
Column Articles
Hong Kong Economic Times
- Talent Retention of Family Offices, Winnie Peng, May 2022
- Professionalization of Family Offices, Winnie Peng, May 2022
- Conflict Resolution in Multi-Family Office, Winnie Peng, April 2022
- SPAC and Family Offices in Hong Kong, Winnie Peng, March 2022
- Succession of Publicly-listed Family Enterprises, Winnie Peng, March 2022
- Social Impacts of Family Offices in Turbulent Times, Winnie Peng, March 2022
- 4 New Trends in Family Offices, Winnie Peng, January 2022
- Impact Investing and Wealth Building, Winnie Peng, December 2021
- Impact Investing and Family Offices, Winnie Peng, December 2021
- Three Preservations in Family Business, Winnie Peng, September 2021
- Features of a Family Office, Winnie Peng, August 2021
- The Nature of a Multi-Family Office, Winnie Peng, July 2021
- New Wealth in Philanthropy Contributed by Global IT Giants, Winne Peng, June 2021
- New Wealth in China, Winnie Peng, May 2021
- Family Education in Family Business, Winnie Peng, April 2021
- Richest People List: Trends and Sources of Wealth, Winnie Peng, March 2021
- Hong Kong's Role in Family Office Expansion, Winnie Peng, January 2021
- The Edge of Hong Kong as an International Wealth Management Hub, Winnie Peng, December 2020
- The Obstacles of Becoming a Century-old Firm, Winnie Peng, November 2020
- The Myth of Building a Century-old Firm, Winnie Peng, November 2020
- Ownership Pruning for Century-old Family Businesses, Winnie Peng, September 2020
- Listing and Delisting Strategy for Family Business, Winnie Peng, August 2020
- New Direction in Family Philanthropy Under Covid-19, Winnie Peng, July 2020
- Reducing Loss in the Pandemic: Wisdom of Family Offices, Winnie Peng, June 2020
- Family Business During Covid-10: Turning Risks into Opportunities, Winnie Peng, June 2020
- The New Approach of Risk Management in Family Office, Winnie Peng, April 2020
- Differences between Family Office and Private Equity Funds, Winnie Peng, March 2020
- The New Wealth Trend in Family Office, Winnie Peng, February 2020
- Multi-Family Offices and Asset Management Companies, Winnie Peng, December 2019
- Hong Kong as an Ideal Hub for Family Offices, Winnie Peng, November 2019
Chinese Family Business Review
- Family Education and Legacy Succession, June 2021
- Family Office vs. Private Equity, Winnie Peng, October 2020
- The Role of Family Philanthropy in Family Office, Winnie Peng, September 2020
- New Wealth vs. Old Wealth of Asian family offices, Winnie Peng, July 2020
- The Role of Risk Management in Family Office, Winnie Peng, May 2020
- Differentiating Multi-Family Offices from Asset Management Companies, Winnie Peng, April 2020
- Recent Trends of Asian Family Office, Winnie Peng, March 2020
- Women in Family Business, Winnie Peng, March 2020
- Recent Trends of Asian Family Office, Winnie Peng, March 2020
Family Office Times
- Distinguishing Single Family Office from Others, Winnie Peng, August 2021
- Listing of Family Businesses, July 2021
- Technological Giants and Philanthropy, July 2021
- Five Dimensions of Multi-Family Office Features, July2021
Hong Kong Economic Journal
- Differences between Multi-Family Offices and Private Equity, Winnie Peng, March 2020
- New Money versus Old Money in Family Office, Winnie Peng, February 2020
Family Office Magazine
- What Chinese Family Businesses Can Learn from Jewish Culture, Roger King and Winnie Peng, May 2020
- Family Wealth Management, Roger King, December 2019
Media Quotations
Bloomberg Wealth
- Casino Tycoon Stanley Ho’s 17 Kids Find Their Own Paths to Fix Complex Family Ties, 16 February 2022
- Asia’s Richest Man Looks to Walton Family Playbook on Succession, 23 November 2021
DBS Bank
- Governance and succession: Family offices and the Chinese diaspora in Asia, 22 September, 2021
South China Morning Post
- How Hong Kong’s family offices can use impact investing to help fight wealth inequality,15 June 2021