Cheng, Jeremy（鄭志揚）

Biography

Jeremy Cheng is the Founder and Principal Consultant of GEN+ Family Business Advisory & Research, an independent advisory firm striving to advance sustainability and knowledge of Asian families and their service firms.  Prior to founding GEN+, Jeremy led family business centers in Hong Kong, responsible for organising events, programs, and research projects.

Jeremy is a Board Member of FFI (2023-2027), the oldest and most prestigious multidisciplinary professional association for family enterprise globally.  He is also a Faculty member of FFI’s Global Education Network, Founding Chair of the FFI Asian Circle, and member of the FFI Nominating Committee (2019).  He has been granted the Fellow status of FFI since October 2019, the first honoree in Hong Kong and amid the highly select group of less than 300 advisors, scholars, and family members receiving this top qualification globally.  He is the recipient of the FFI Barbara Hollander Award 2021, recognising his profound interest in family business and his love for education and learning.  Jeremy was also a member of the research committee (survey and case committees) of the Successful Transgenerational Entrepreneurship Practices (STEP) Project, a global family business research consortium with almost 40 university affiliates.

Jeremy earned his PhD from CUHK, with research focusing on governing families-in-business in transition.  He holds an International MBA with Distinction from Victoria University of Wellington, a Master of Arts in Linguistics, a Bachelor of Social Science in Psychology, and an Advanced Diploma in Professional Financial Planning, all from CUHK.  He also holds an Advanced Certificate in Family Business Advising (ACFBA), an Advanced Certificate in Family Wealth Advising (ACFWA), and a Postgraduate Diploma in Research and Professional Studies in Education from University of Bristol.  He has been admitted as a Fellow of Chartered Institute of Marketing in the United Kingdom in June 2024 and has been granted the Chartered Marketer status since July 2010.

Teaching Areas

Family Business
Family Office
Governance
Family Advisory
Transgenerational Entrepreneurship

Research Interests

Family Business
Family Office
Governance
Family Advisory
Transgenerational Entrepreneurship

• Publications & Working Papers

  Journal Articles

  • H. Al-Dajani, R. Basco, A. Calabrò, J. Cheng, E. Clinton, J. J. Daspit, A. De Massis, A. Discua Cruz, L. Garcia-Lorenzo, W. B. Gartner, O. Germain, S. Gherardi, J. Helin, J. M. Imas, M. McAdam, N. Pavan Bang, M. Radu-Lefebvre, P. Rovelli, M. Tillmar, M. Torchia, K. Verduijn, and F. Welter (2023), “A Multi-Voiced Account of Family Entrepreneuring Research Ideas,” International Journal of Entrepreneurial Behaviour and Research.
  • R. King and J. Cheng (2020), “Reframing Succession in a Disruptive Era: A Business Family Perspective,” International Family Offices Journal, 5(2), 6-11.
  • C. Y. J. Cheng (2014), “An Exploratory Study of Emotional Affordance of a Massive Open Online Course,” European Journal of Open, Distance and e‐Learning, 17(1), 43-55.
  • Y. L. Cheung and C. Y. J. Cheng (2007), “Implementing Writing-Across-the-Curriculum in Hong Kong: The Challenges of a WAC Tutor,” TESL Reporter, 40(1), 17-34.

  Edited Book

  • J. Cheng, L. Diaz-Matajira, N. P. Bang, R. Basco, A. Calabrò, A. James, and G. Samara (Eds.) (2022), Family Business Case Studies Across the World: Succession and Governance in a Disruptive Era, Cheltenham, UK: Edward Elgar.

  Book Chapters and Academic Booklets

  • R. King and J. Cheng (2023), “Reframing Succession in a Disruptive Era: A Business Family Perspective,” in Essential Reads on Family Offices, Globe Law and Business.
  • J. Cheng and R. King (2023), “Transition from Family Business to Business Family: Managing Paradoxical Tensions in Organizational Identities and Portfolio Entrepreneurship,” in M. Rautiainen, M. J. Parada, T. Pihkala, N. Akhter, A. Discua Cruz, and K. Mukherjee (Eds.), The Palgrave Handbook of Managing Family Business Groups, Cham: Palgrave MacMillan, pp. 549-586.
  • N. P. Bang, G. Samara, R. Basco, A. Calabrò, J. Cheng, L. Diaz-Matajira, and A. James (2022), “Family Firms Across the World: Succession and Governance in a Disruptive Era,” in J. Cheng, L. Diaz-Matajira, N. P. Bang, R. Basco, A. Calabrò, A. James, and G. Samara (Eds.), Family Business Case Studies Across the World: Succession and Governance in a Disruptive Era, Cheltenham, UK: Edward Elgar, pp. 1-9.
  • R. Basco, A. James, N. P. Bang, A. Calabrò, J. Cheng, L. Diaz-Matajira, and G. Samara (2022), “Conclusion: The Lessons Learned,” in J. Cheng, L. Diaz-Matajira, N. P. Bang, R. Basco, A. Calabrò, A. James, and G. Samara (Eds.), Family Business Case Studies Across the World: Succession and Governance in a Disruptive Era, Cheltenham, UK: Edward Elgar, pp. 184-188.
  • J. Cheng, A. Calabrò, L. Diaz-Matajira, N. P. Bang, R. Basco, A. James, and G. Samara (2022), “Family Business Case Learning: How to Maximize Learnings from this STEP Project Global Casebook,” in J. Cheng, L. Diaz-Matajira, N. P. Bang, R. Basco, A. Calabrò, A. James, and G. Samara (Eds.), Family Business Case Studies Across the World: Succession and Governance in a Disruptive Era, Cheltenham, UK: Edward Elgar, pp. 10-19.
  • M. Jen, J. Cheng, K. Au, and X. Chen (2022), “DC International: Riding Out of Disruption as a Third-Generation Successor,” in J. Cheng, L. Diaz-Matajira, N. P. Bang, R. Basco, A. Calabrò, A. James, and G. Samara (Eds.), Family Business Case Studies Across the World: Succession and Governance in a Disruptive Era, Cheltenham, UK: Edward Elgar, pp. 161-168.
  • C. Y. J. Cheng, K. Au, and M. Jen (2021), “Death Smiles at Us All: Changing Demographics and Succession-Induced Portfolio Entrepreneurship,” in T. F.-L. Yu and H.-D. Yan (Eds.), The Routledge Companion to Asian Family Business: Governance, Succession, and Challenges in the Age of Digital Disruption, Oxon; New York, NY: Routledge, pp. 239-260.
  • C. Y. J. Cheng, K. Au, and M. Jen (2021), “Nurturing and Financing Transgenerational Entrepreneurship,” in H.-M. Chung and K. Au (Eds.), Succession and Innovation in Asia’s Small-and-Medium-Sized Enterprises, Singapore: Palgrave Macmillan, pp. 265-287.
  • C. Y. J. Cheng and R. King (2021), “Industry 4.0 and Asian Family Entrepreneurship: A Career Perspective,” in T. F.-L. Yu and H.-D. Yan (Eds.), The Routledge Companion to Asian Family Business: Governance, Succession, and Challenges in the Age of Digital Disruption, Oxon; New York, NY: Routledge, pp. 37-62.
  • M. Jen, K. Au, and J. Cheng (2021), “How Do I Talk to My Friends and Colleagues About Our Wealth/Business Worth?” in P. Jaskiewicz and S. B. Rau (Eds.), Enabling Next Generation Legacies: 35 Questions that Next Generation Members in Enterprising Families Ask, Canada: Family Enterprise Knowledge Hub Publishing, pp. 266-270.
  • K. Au and C. Y. J. Cheng (2015), “AML–Hong Kong,” in J. Hayton, C. Salvato, and M. J. Manimala (Eds.), Global Entrepreneurship: Case Studies of Entrepreneurial Firms Operating Around the World, Routledge, pp. 51-66.
  • C. Y. J. Cheng, K. Au, and H. C. F. Ho (2014), “Entrepreneurial Learning Journey to the CEO Suite: A Case of a Second-Generation Member in a Chinese Family Firm,” in P. Sharma, M. Yusof, M. Parada, R. DeWitt, and N. Auletta (Eds.), Global STEP Booklet: Volume II: Sustaining Entrepreneurial Family Businesses: Developing the Core, Expanding the Boundaries, STEP Summit Reports and Resources, pp. 33-36, Paper 13.
  • C. Y. J. Cheng, H. C. F. Ho, and K. Au (2014), “Transgenerational Entrepreneurship and Entrepreneurial Learning: A Case Study of the Associated Engineers, Ltd. in Hong Kong,” in P. Sharma and P. Sieger (Eds.), Exploring Transgenerational Entrepreneurship: The Role of Resources and Capabilities, Cheltenham, UK & Northampton, MA, USA: Edward Elgar, pp. 62-87.
  • Y. F. K. Au and C. Y. J. Cheng (2011), “Creating ‘The New’ Through Portfolio Entrepreneurship,” in P. Sieger, R. Nason, P. Sharma, and T. Zellweger (Eds.), Global STEP Booklet: Volume I: Evidence-Based, Practical Insights for Enterprising Families, STEP Summit Reports and Resources, pp. 17-21, Paper 5.
  • 區玉輝、金樂琦、鄭志揚 (2015)。“‘一胎政策’反思：中國企業家族愛的傳承。” 中國民營經濟研究會家族企業委員會編 中國家族企業傳承報告 (第1版)，中國：中信出版集團股份有限公司，頁245-252。。
  • 區玉輝、鄭志揚 (2012)。 “家族企業的慈善創投帶來的財富管理機遇。” 盧偉成、莊雄壯、吳映峰編 參伍開新:工商管理研究社三十五週年紀念文集，香港：中國評論學術出版社，頁172-182。

  Industry Reports

  • J. Cheng, K. Au, F.-W. F. Li, and C. Yeung (2023, November 20), “Boundaryless Success: Careers Within Asia’s Next Generation,” UBS & CUHK Centre for Family Business.
  • J. Cheng, K. Au, and Y. Tian (2022, December 15), “Regeneration of Family Businesses in China: Nurturing Tomorrow’s Entrepreneurial Leaders,” KPMG China, STEP Project Global Consortium, & CUHK Centre for Family Business.
  • C. Y. J. Cheng, K. Au, M. Widz, and M. Jen (2021, December), “The Governance Marathon: Dynamic Durability in Entrepreneurial Families Amid Disruptions,” Boston, MA: 2086 Society & the Family Firm Institute.
  • A. Calabrò, R. Basco, G. Samara, N. P. Bang, Y. Basuthakur, J. Cheng, L. Diaz-Matajira, A. James, J. Lavender, T. McGinness, D. Trimarchi, M. J. Fedy, K. Yeung, M. Á. F. Borruey, J. Coelho, S. Rimoldi, M. Eli, and J. Luna (Eds.) (2021, May), “Empowering the Future of Family Business: A Four-Part Article Series of Research-Based Practical Insights,” KPMG Private Enterprise and STEP Project Global Consortium.
  • A. Calabrò, R. Basco, A. Valentino, J. Cheng, J. Lavender, T. McGinness, D. Trimarchi, and M. Eli (Eds.) (2021, March), “Mastering a Comeback: How Family Businesses are Triumphing Over COVID-19,” KPMG Private Enterprise & STEP Project.
  • C. Y. J. Cheng, L. Diaz-Matajira, A. Calabrò, J. Luna, M. Á. F. Borruey, and T. McGinness (2020, December), “Creating Value Through Good Governance: How to Balance What is Right for the Business and for the Family,” KPMG & STEP Project Global Consortium.
  • R. King and C. Y. J. Cheng (2018, November), “Where Technological Disruptors Meet Asian Family Businesses: Rethinking Next-Generation Leadership and Career,” Research in partnership with Lombard Odier.
  • Coutts & Co. (2015, November), “The Coutts Million Dollar Donors Report 2015, Hong Kong,” In collaboration with Mark Evans from Coutts and Co., Una Osili and Jacqueline Ackerman from Indiana University School of Philanthropy, and Roger King and Winnie Peng from The Hong Kong University of Science and Technology.
  • Coutts & Co. (2014, November), “The Coutts Million Dollar Donors Report 2014, Hong Kong,” In collaboration with Mark Evans from Coutts and Co., Una Osili and Jacqueline Ackerman from Indiana University School of Philanthropy, and Roger King and Winnie Peng from The Hong Kong University of Science and Technology.
  • Coutts & Co. (2013, November), “The Coutts Million Dollar Donors Report 2013, Hong Kong,” In collaboration with Mark Evans from Coutts and Co., Una Osili and Jacqueline Ackerman from Indiana University School of Philanthropy, and Kevin Au from The Chinese University of Hong Kong.

  Teaching Cases and Notes

  • J. Cheng and K. Au (2023), “Sparkle Collection: A Rising Generation’s Entrepreneurial Dilemma,” Ivey ID: W32213.
  • J. Cheng and K. Au (2023), “Teaching Note – Sparkle Collection: A Rising Generation’s Entrepreneurial Dilemma,” Ivey ID: W32214.
  • C. Y. J. Cheng, K. Au, and K. W. B. Shiu (2014), “Trans-Generational Entrepreneurship: Challenges to Automatic Manufacturing Limited in Hong Kong (A) & (B),” Coutts & Co & CUHK.
  • C. Y. J. Cheng, K. Au, and K. W. B. Shiu (2014), “Trans-Generational Entrepreneurship: Challenges to Automatic Manufacturing Limited in Hong Kong (A) & (B)–Teaching Note.”
  • C. Y. J. Cheng and K. Au (2014), “Luen Thai: Governance for the Tans’ Shared Future,” Coutts & Co. & CUHK.

• Grants
  • KPMG co-branded research “Leading Regeneration and Value Creation of Family Enterprises in China” (August 2022; with Kevin Au)
  • Credit Suisse commissioned research “Boundaryless Success: Entrepreneurial Venturing and Leadership Opportunities in the Rising Generations” (October 2021; with Kevin Au)
  • Family Firm Institute 2086 Society commissioned research “The Governance Marathon: Advising Families-in-Business in Disruption-in-Disruptions” (October 2020; with Kevin Au)
  • Lombard Odier commissioned research “Where Technological Disruptors Meet Asian Family Businesses: Rethinking Next-generation Leadership and Career” (November 2018; with Roger King)
  • Coutts & Co commissioned research “Coutts Million Dollar Donor Report 2015, Hong Kong” (June 2015; with Roger King & Winnie Peng)
  • Coutts & Co commissioned research “Coutts Million Dollar Donor Report 2014, Hong Kong” (April 2014; with Roger King & Winnie Peng)
  • Coutts & Co commissioned research “Case Studies for Coutts Prize in Family Business Hong Kong” (January 2014; with Kevin Au)
  • Coutts & Co commissioned research “Coutts Million Dollar Donor Report 2013, Hong Kong” (March 2013; with Kevin Au)

• Awards & Honours
  • Recipient, Barbara Hollander Award 2021, Family Firm Institute
  • Best Paper Award – Contribution to Practice, Global Family Business Summit 2024, STEP Project Global Consortium

• Academic/Professional Services
  • Vice-President, Board of Directors, Association of Future-Ready Family Advisory, Geneva, Switzerland (2024 – Present)
  • Member, Board of Directors, Family Firm Institute (FFI), USA (Nov 2023 – Nov 2027)
  • Faculty, Global Education Network, FFI, USA (Jan 2017 – Present)
  • Founding Chair, FFI Asian Circle
  • Member, Successful Transgenerational Entrepreneurship Practices (STEP) Project Global Consortium, Netherlands