Wei Zhang

Partner

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

Wei focuses on sophisticated tax and wealth planning matters for high net worth individuals, their families and fiduciaries.

In cross-border planning contexts, she often advises individuals with residences, assets and connections, and wealth planning vehicles in multiple jurisdictions.

In addition, she also advises companies on the structuring and implementation of employee share trusts. In relation to US connection planning matters, she advises individuals who are either migrating to the US, expatriating from the US, investing in the US, or looking to come into compliance with US tax and reporting obligations. She also provides advice in relation to the creation and administration of wealth planning structures to protect and grow wealth in a tax efficient manner while reflecting the long term goals in the protection and succession of wealth in multi-generational families.

Wei has been quoted in the media numerous times (including WealthBriefing Asia, South China Morning Post, and the Hong Kong Economic Times). She is a regular speaker at wealth planning conferences in Asia, especially in Hong Kong and China, and provides training to financial institutions on wealth planning and tax related issues.

Wei has been nominated as an ‘Ones to Watch’ individual in Legal Week’s Private Client Global Elite ranking in 2019 and has also won and mentioned in a number of industry awards (Wealthbriefing Asia, China Law & Practice). She is also recognised as a leading individual in tax and trusts in Legal 500 2020, and an ‘up and coming’ private wealth practitioner in Chambers’ HNW Guide 2020.

Secretary Janet Yee

‘‘

Wei Zhang is ‘extremely attuned to the expectations of our clients and also the nuances of the concerns which they may have’. She ‘well understands the benefits of doing planning in advance to protect clients wealth accumulation and to prevent surprises that the US tax system may have hiding’.

Legal 500 Asia Pacific, 2020
‘‘

Clients just love her service. She can explain very, very complicated matters in a concise and clear manner, and that means a lot for clients.

Chambers High Net Worth, 2020

Track record

Admissions

Publications

Talks

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 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.

Represented a founder of a leading online shopping platform on tax and wealth planning prior to US tax residency.

State of New York, 2011

State of Connecticut, 2011

State of California, 2016

Hong Kong, 2020

‘Green card holders should be aware of tax reporting requirements’, Hong Kong Economic Journal - October 2017, co-author

‘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

Education


Languages


  • English
  • Mandarin

Dates


Joined

2010
Partner

2017

Recognition


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