03 May 2018 - Article
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 currently Chair of STEP’s Hong Kong Branch, and is also named as a leading individual for private client/wealth management in Chambers HNW 2016-2021, Citywealth’s 2016-2018 IFC Powerwomen Top 200 list and Citywealth’s 2018 to 2021 Leading Private Client Lawyers list. She is recognised by Chambers HNW as an expert 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".
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.
Hong Kong, 2017
British Virgin Islands, 2012
England and Wales, 1991
‘Is it necessary to have a Chinese notarised will to deal with my assets in the mainland?’, Dec 2021, co-author
‘Moving mountains. What it means to create a life in a new country, by choice or by force,’ , May 7,2021, co-author
‘Cross-Border Wills And Their Increasing Importance’, Wealthbriefing - November 2017, author
Society of Trust and Estate Practitioners - Chair of the Hong Kong branch
‘Global Positioning Service (GPS) Webinar: Your guide to global mobility issues and considerations’, Apr 2022
‘Global mobility and investment into the UK’, Dec 2020
‘Investing in Europe’ - STEP Webinar, Nov 2020
Education
Languages
- English
Dates
Joined
1997
Partner
2003
