Corporate Investment & Financing: Specialised in venture capital and industrial investment, providing integrated solutions covering corporate financing, equity structuring, investment management, and exit strategies.
Cross-Border Asset Allocation: Advises high-net-worth individuals on global multi-asset allocation strategies, balancing risk hedging, tax planning, and long-term wealth growth.
Family Trust Structuring: Designs integrated domestic and international family trust structures for ultra-high-net-worth families, enabling asset protection, corporate governance, and multi-generational wealth succession.
Professional Track Record:
Holds a Bachelor's degree in Economics and an MBA from Guanghua School of Management.
Visiting Scholar at Stanford University (2014).
Brings nearly 30 years of professional experience, including almost 10 years in the financial services industry.