Represented the founder of a significant international company with PRC business operations in relation to pre-IPO trust structuring, taking into account US tax and PRC tax considerations.
Represented the co-founders of a leading Internet company in establishing their respective family trust structures, modifying the existing trust structures and providing the corresponding tax advice.
Represented the founder of a renowned venture capital fund in setting up the offshore and US trust structures, and advising on the related taxation matters.
Represented a well-known social media platform company in the creation of an employee benefits trust.
Represented the founder of a renowned asset management company in establishing a private trust company and a family trust structure.
Represented a founder of a leading online shopping platform on tax and wealth planning prior to US tax residency.
Represented a founder of an internet company in the creation of an offshore trust, the restructuring of a US domestic trust, the creation of a US qualified charitable organisation, in light of various tax and succession issues.
Represented the founder of an Internet company in matters related to emigrating from Hong Kong to the US, including pre-immigrant trusts, exit strategies in relation to the existing business and investment structures (which involve legal matters in the British Virgin Islands and Hong Kong), proper identities for visa purposes, and solutions that tackle long-standing tax compliance issues.
Represented various US clients in Asia in relation to their US tax controversy and compliance matters, from individual HNW clients to global UHNW and large-profile families.
Represented founders of a Hong Kong-listed company in property development, provision of elderly care services and start-up investments, in the design and implementation of a succession plan.
State of New York, 2011
State of Connecticut, 2011
State of California, 2016
Hong Kong, 2020
‘Considerations for estate planning in Hong Kong amidst the coronavirus pandemic’ - 13 Mar 2020, co-author
‘Green card holders should be aware of tax reporting requirements’, Hong Kong Economic Journal - October 2017, co-author
‘Planning ahead of Biden’s tax proposal’ - 9 September, 2021, co-presenter
‘Tax planning in the next US administration (Mandarin session)’ - 21 January, 2021, co-presenter
_’What’s next: 2021 foresight for individuals with US-Asia Pacific ties’_- January 13, 2020, co-presenter
‘China, Hong Kong and Singapore: Succession and Estate Planning - An Overview’, STEP London - 4 October 2017, co-presenter
‘Family Law in China and Implications on Wealth Planning’, STEP Hong Kong - 22 February 2017, co-presenter