Alex is a senior associate in our private client and tax team.
Dual qualified in Hong Kong and New York, Alex focuses his practice on trust and estate planning, estate administration and US taxation.
Alex has considerable experience in advising high net worth individuals (including those with US connections) on the establishment and restructuring of their family trusts. He also assists high net worth individuals with preparing their estate plans (often with cross-border elements). Alex is also experienced in advising individuals in relation to their relinquishment of US citizenship or green card and their pre-US immigration planning, as well as those who are looking to invest in US real estate. He also assists individuals with coming into compliance with their US tax and reporting obligations.
Alex is recognised in Private Client Global Elite Directory 2023 as a "Global Elite – Lawyer" and ALB’s Rising Stars Hong Kong 2023. He has received the "Wealth Management Rising Star Under 40" Award at the Sixth Annual Greater China WealthBriefingAsia Awards 2021. He has also been recognised in the Citywealth's 2021 "Top 100 Private Client Lawyers" list. He was also shortlisted as a Finalist for the "Young Practitioner of the Year (30 or Under)" Award at the 15th Annual STEP Private Client Awards 2020. Alex received the "Lawyer of the Year - IFC - Associate" Silver Award at the Citywealth Future Leaders Awards 2019, in addition to being named in the Citywealth's "2019 Future Leaders Top 100: Super Advisors" list. Alex was also awarded the "Private Wealth Lawyer of the Year (Hong Kong)" Award in Finance Monthly FinTech Awards 2019.
Alex is currently a member of the Wills and Estates Sub-committee of STEP Hong Kong Branch.