Professional Trust Structure Design: Highly experienced in leveraging trusts, foundations, holding companies, and other legal and financial instruments to establish robust asset protection frameworks for high-net-worth families.
Global Individual and Family Succession Planning: Provides multi-layered trust structure solutions for global entrepreneurs, senior executives, and family business owners.
Digital Assets and Web3 Planning: Specialises in incorporating cryptocurrencies and digital assets into global trust protection frameworks in a secure and compliant manner, supporting long-term wealth preservation, appreciation, and intergenerational succession.
Professional Track Record:
Holds a Financial MBA degree from Cheung Kong Graduate School of Business and currently serves as Secretary-General of the Changxianghui Financial Association under the institution
With more than nine years of experience in securities investment, she previously served as a partner at a Shenzhen-based private equity fund, overseeing assets exceeding RMB 300 million
As Chairman of a U.S. birth services company, she has provided U.S. birth-related services to more than 3,000 families and has customised asset protection and succession planning solutions for over 50 high-net-worth individuals
Chinese (Traditional)
Chinese (Simplified)
English (UK)
