One stop solution for family going abroad: panoramic view of immigration, study abroad, real estate, and cross-border financial services

Why is the 'going out' of a family a systems engineering project

When a family decides to go overseas, the problems they need to face are often not singular. Where is the child going to study? Should the whole family obtain an overseas identity? Where can I buy a house overseas? How to allocate family assets globally? How to arrange daily cross-border income and expenses and children's overseas tuition fees?

These issues may seem scattered, but they are actually interrelated. Which country a child goes to study abroad in will affect the family's living circle and property needs in that country; What country's identity a family holds will affect the framework for determining tax residency status and asset allocation; The structure of asset allocation will in turn affect the feasibility of immigration and study abroad programs - for example, investment immigration in certain countries requires proof of the legitimate source of funds, which requires pre planning and sorting of cross-border assets.

Because these issues are intertwined, more and more high net worth families are adopting a "systems engineering" approach to their family's overseas planning, rather than relying on different institutions to handle their own affairs. One stop family overseas services are becoming a new direction in the industry.

The four core areas of family going global

Identity configuration is the fundamental layer for families to go global. Whether for the convenience of children's education, freedom of travel, or compliance framework for asset allocation, a suitable overseas identity is a standard for many families. Identity planning is not a one-step process. Many families will configure a primary identity and an auxiliary identity according to the needs of different stages, forming a combination plan.

Child education is the core driving force for many families to go abroad. From undergraduate study abroad to master's degree application, from international schools to overseas studies, education planning is closely related to identity planning and real estate planning. For example, after obtaining the status of a certain country, children can apply to universities as local students, with different tuition fees and admission probabilities compared to international students.

Overseas real estate is the physical foothold for families to go abroad. Whether it is the self occupied needs of children during their study abroad period or the future retirement arrangements of the whole family, overseas real estate is an important component of asset allocation for many families. Unlike simply investing in buying a house, home ownership oriented towards family living places greater emphasis on living amenities, school district resources, and community environment.

Cross border financial services are the underlying infrastructure that supports the entire family's overseas expansion. The opening of overseas bank accounts, settlement of cross-border income and expenditure, payment of overseas tuition fees, loans for overseas properties, allocation and inheritance of global assets - all require professional cross-border financial services to support.

What exactly does cross-border financial services include

Cross border financial services are not a single product, but a comprehensive set of services centered around the cross-border needs of households. For customers with a family's need to go abroad, the most commonly encountered services include:

One is to open an overseas bank account. Many families need to open an overseas bank account in advance before their children study abroad to facilitate payment of tuition fees and living expenses. The requirements for opening a bank account vary greatly among different countries, some require personal attendance, while others can be witnessed by video.

The second is cross-border payment and settlement. The daily expenses, tuition fees, and rent payments of children overseas all require smooth cross-border payment channels. Understanding the transaction fees, arrival time, and limit of different payment methods can save a lot of costs.

The third is overseas asset allocation. In addition to real estate, many high net worth families also allocate financial assets such as overseas funds, insurance, bonds, etc. to achieve diversified asset layouts. The regulatory systems for financial products vary in different countries, and it is necessary to find compliant institutions to configure them.

The fourth is tax planning and family inheritance. When household assets reach a certain scale, tax planning and wealth inheritance become issues that must be considered. Family trusts, family offices, and other tools can help families achieve asset segregation, inheritance, and tax optimization. In the offshore financial action plan released by Shanghai in 2026, it is also explicitly proposed to explore the development of family trusts, family offices and other businesses, and create a highland for offshore wealth management.

Why do we need a one-stop exhibition platform

There are many sectors and long chains involved in family going abroad. If you go to immigration agencies, study abroad agencies, real estate agencies, and banks separately, not only will the communication cost be high, but it is also prone to information asymmetry - immigration consultants may not necessarily understand education planning, real estate agencies may not necessarily understand taxation, and bank personnel may not necessarily understand the latest immigration policies.

The value of participating in a comprehensive industry exhibition lies in being able to have one-time access to professional service agencies from various sectors in the same space. You can spend two days reviewing identity, education, real estate, and finance, listening to the opinions of different professionals, and then decide what to do first and then what to do next.

The efficiency of this "one-stop docking" is difficult to achieve by searching for institutions on one's own. Especially for time precious business owners and high net worth families, the saved time cost itself is of great value.

Welcome to the 2026 Shanghai Family Overseas Expo for docking

From November 20th to 22nd, 2026, the Overseas Immigrant Study and Property Expo, as well as the Enterprise Overseas Development and Financial Services Expo, will be held at the Shanghai World Trade Exhibition Center. This exhibition will last for three days, with an expected attendance of about 8000 people, covering various types of customers who need to go abroad for families and enterprises.

The exhibition has six major sections: ODI enterprise going global, overseas immigration, overseas study abroad, overseas real estate, integrated immigration and real estate, and cross-border financial services. Whether business owners want to understand overseas investment layouts or families want to make overall overseas plans, corresponding service resources can be found on site.

The exhibitor lineup includes licensed immigration law firms, overseas college enrollment representatives, international real estate developers, cross-border banks and financial institutions, tax law firms, family office service agencies, etc. You can have one-on-one consultations on-site, or participate in industry forums and special presentations held at the same time.

If you are considering a comprehensive plan for your family's overseas expansion, please feel free to contact us in advance to learn more about exhibition and viewing details. Exhibition hotline: 13681692751 (same as WeChat), official website: www.qs-expo.com.