Director, Research Center for Global Family Business; Associate Director, Research Center for Green Finance, Tsinghua University PBC School of Finance. Associate Dean, Institute for Philanthropy Tsinghua University; 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 9 books and 200+ papers and cases on family business and wealth management, including 12 Harvard Business School Cases 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, 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's Wealth Management Institute. Visiting Professor, Nanyang Technological University.