Katie Graves

Partner | Hong Kong

Katie is a partner in the private client and tax team.

She moved from the London office to Hong Kong in 2010. Her practice involves tax, trust and estate planning for wealthy international families.

She has particular expertise in assisting clients with the establishment of private trust company structures and related fiduciary and governance issues. Katie has advised a number of families in relation to the creation and ongoing running of single family offices.

In addition Katie advises UK expatriates and Asian families with UK connections on their personal tax issues and trustees on a range of matters including the consequences of holding UK assets or having UK resident beneficiaries.

Katie is named as a leading individual for private client/wealth management in the Chambers Asia Pacific Directory 2017, Citywealth 2016 and 2017 ‘Powerwomen’ list and Citywealth 2017 Leading Lawyers list. She is recognised by Chambers HNW 2017 as an expertise in UK tax issues for non-resident clients in the region as well as Asian families with connections to the UK. She "really understands the fabric of the private client market in Hong Kong".

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Katie Graves is known for her expertise in UK tax issues for non-resident clients in the region as well as Asian families with connections to the UK. One source praises her for being ‘a real expert at UK tax and advisory work,’ while another notes that “she really knows her stuff in this area.’ She also advises on complex trust structures, including Shari’a-compliant trusts, and is further praised by peers for “really understanding the fabric of the private client market in Hong Kong.’

Chambers HNW 2017, China
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She is known for dealing with trusts and wills and succession planning around the world. She has a classic private wealth practice. Katie has a good bedside manner and is technically very sound.

Chambers HNW 2018, China

Track record

Admissions

Publications

Memberships

Talks

Drafting legislation to establish a single family office platform for a middle eastern financial centre.

Trust and estate planning for a prominent Asian family in conjunction with family law advice in advance of a member of the family’s marriage.

Advising seven members of an Asian family spanning 2 generations in relation to the setting up of a private trust company (PTC). The PTC acts as trustee of a master trust which will hold the family office, the family business and the family investment entity. The beneficiaries of the master trust are a series of ‘feeder’ trusts established for the benefit of the family members and a number of charitable entities. The family have also established a sophisticated governance structure including a family council and family constitution.

England and Wales, 1991

British Virgin Islands, 2012

‘Cross-Border Wills And Their Increasing Importance’, Wealthbriefing - November 2017, author

Society of Trust and Estate Practitioners - member of the board of the Hong Kong branch

‘China, Hong Kong and Singapore: Succession and Estate Planning - An Overview’, STEP London - 4 October 2017, panellist

‘Family offices in Mainland China, Hong Kong and the rest of Asia’, STEP Asia Conference - 2016

‘UK tax update: Residential Property and Non dom rules’, STEP seminar - September 2016

Education


Languages


  • English

Dates


Joined

1997
Partner

2003

Recognition


Hong Kong

20/F,

Gloucester Tower,

The Landmark,

15 Queen's Road Central

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