Offshore Trust Structure Design and Establishment: Specialises in establishing offshore trust , structural planning, and drafting core legal documents. Furthermore, she is proficient in employing legal instruments such as trusts to assist HNW clients in achieving intergenerational wealth inheritance, asset isolation, and capital preservation and appreciation.
Offshore Fund Establishment and Compliance: Capable of handling the establishment and structuring of various offshore funds (e.g. Hong Kong LPF/OFC, BVI LPF, Cayman SPC), alongside providing license applications and compliance services for fund management platforms (e.g. Hong Kong Type 4/9 Financial Licenses, Singapore LFMC License).
Achieving Asset Protection and Tax Planning for HNW Clients:
Well versed in clients with comprehensive legal solutions for global asset allocation, debt risk isolation, and tax optimisation, so as to ensure the security, compliance, and orderly inheritance of family wealth.
Professional Track Record:
With nearly a decade of senior international legal service experience, specialises in providing high-net-worth (HNW) clients and family offices with top-tier offshore asset planning, trust structure design, and cross-border compliance solutions.
Moreover, possesses nearly five years of practical experience in offshore trust establishment (e.g. Trust), offshore fund structures (e.g. Hong Kong LPF, Cayman SPC), and offshore fund management platform licence applications (e.g. Hong Kong SFC Type 4&9 Licenses, Singapore LFMC).
In addition, has a profound understanding of HNW clients' core requirements in asset protection, intergenerational inheritance and tax optimisation. Notably, from global and cross-jurisdictional perspectives, specialises in designing and implementing robust, efficient asset protection and inheritance solutions.
Chinese (Traditional)
Chinese (Simplified)
English (UK)
