Cross-Border Family Trust Structuring: Experienced in establishing trust structures across common law jurisdictions, including multi-layer holding structures, BVIâCaymanâHong KongâWFOE red-chip structures, and Foreign Grantor Trusts (FGTs) for U.S. beneficiaries. Provides integrated solutions for asset protection, tax optimisation, and multi-generational wealth succession across Mainland China, Hong Kong, offshore jurisdictions, Europe, and the United States.
Multi-Asset Portfolio Management: Develops customised investment strategies across equities, public and private funds, balancing liquidity, risk management, and long-term wealth growth.
Global Tax & CRS/CARF Compliance Planning: Advises on cross-border tax planning, CRS/CARF compliance, and transparent wealth holding structures for high-net-worth families.
Digital Asset (Crypto) Compliance: Integrates digital assets into compliant trust structures, supporting secure asset protection, governance, and long-term wealth preservation.
Professional Track Record:
Certified Financial Planner (CFPÂź).
Certified Private Banker (CPB).
STEP Associate Member and recipient of the 2026 STEP Excellence Award.
Brings 18 years of experience in private wealth management, specialising in cross-border asset allocation and integrated wealth succession planning for high-net-worth clients. Extensive experience in client advisory and a regular speaker at private client seminars and wealth management forums.
Chinese (Traditional)
Chinese (Simplified)
English (UK)
