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Sarah is a senior associate in private client and tax team.
Qualified in Hong Kong and New York, her practice focuses on advising high net worth individuals and families on estate, trust and succession planning. She further advises international families with US connections on US expatriation, immigration and tax compliance matters.In addition, Sarah regularly works with professional trustees and family offices with respect to trust administration.
Sarah has been recognised as a “Rising Leader” in the Private Client Global Elite Directory in 2022, and was selected for inclusion again in the 2023 edition.
Expatriation and tax compliance planning
Assisted individuals with relinquishing their US citizenship or green cards and their US tax compliance and reporting obligations.
Offshore trust planning
Advised non-US clients on trust planning, particularly with respect to families with US assets and/or US beneficiaries.
Restructuring and managing offshore trusts
Advised clients on structuring and restructuring trusts from a US and international perspective.
Estate planning
Assisted in preparing complex estate plans for individuals with worldwide assets, including drafting wills and enduring powers of attorneys and coordinating planning with other jurisdictions (e.g., Hong Kong, Singapore, US etc.)
Family trust work
Advised multi-jurisdictional families on the establishment and operation of trust structures for international tax, succession and asset protection purposes.
Admissions
- Hong Kong, 2017
- New York, 2020
Education
- Brown University, B.A.
- The University of Hong Kong, J.D.
- The University of Hong Kong, P.C.LL.
Languages
- Cantonese
- English
- Mandarin
Memberships
- Law Society of Hong Kong
- New York State Bar Association
- The Society of Trust and Estate Practitioners - Affiliate member
Key date
- Year joined: 2024