PRIVATE CLIENT
Our team specializes in assisting high net-worth clients with their private wealth management, estate planning, family business succession planning and tax planning. Our expertise covers the areas of business succession planning, charitable giving, family and matrimonial law, integrated tax, trusts, wealth planning and preservation, wills, estates and probate.

We act for institutional trustees and private banks as well as provide independent legal advice to settlors and beneficiaries. We regularly advise individuals and families on the establishment of family trusts and charitable trusts and foundations. We also regularly advise clients with multi-jurisdictional assets and complex trust arrangements in the preparation of their wills and trust agreements, whether they have modest assets located only in one jurisdiction or substantial assets situated all over the world. We provide advisory services on succession planning according to the family and financial needs of clients. We also represent estates of a deceased or of incompetent parties whether in contentious or non-contentious matters or to obtain probate and administration in multiple jurisdictions.
 
We recognize that high net worth clients have unique needs that require an integrated approach. To meet our clients’ needs, we integrate other areas of law in our advice including:
  • multi-jurisdictional tax planning
  • pre-marital planning (multijurisdictional)
  • divorce (multijurisdictional)
  • asset preservation
  • trust and foundation governance
  • family governance
  • philanthropy
  • securities compliance
  • corporate governance
  • cross-border private investments

Selective list of presentations our team has presented on:

  • “Structures to Help Address Today’s Challenging Regulatory and Tax Environment”
    Asian Family Wealth Forum 2016, Hubbis, Singapore
    November 2016

  • “How will Chinese Families Diversify, Protect and Grow Their Wealth?”
    Wealth THINK 2016, Hubbis, Hong Kong
    June 2016

  • “China and Hong Kong Family Issues”
    STEP Conference 2015, Singapore
    November 2015

  • “The Benefits to you of the Hong Kong Canada Tax Treaty”
    Canadian Chambers of Commerce in Hong Kong, Hong Kong
    November 2015

  • “The HK Canada Tax Agreement – How It Could Help”
    RBC Private Wealth, Hong Kong
    March 2015

  • “Legal Risks for Chinese Enterprises Investing Overseas”,
    Jiang Tai Global Risk Management Forum 2015, Shanghai
    March 2015

  • “Succession Planning for High Net Worth Clients”
    Courses and Seminars, Hong Kong,
    November 2013

  • “Domestic and International Structuring Issues for Chinese Families”
    Society of Trust and Estate Practitioners Asia Conference, Singapore
    November 2013

  • “Can Advisors Ignore Foreign Forced Heirship Provisions”
    Society of Trust and Estate Practitioners Asia Conference, Singapore,
    November 2013

  • “PRC Tax Issues Related to Private Equity Investments in the Asia Pacific Region”
    TerraLex Global Conference, Paris
    September 2013

  • “International Mobile Asian Non-Doms, HNWIs & Family Businesses”
    IBC Conferences, London
    September 2013

  • "Protecting Assets in a Financial Meltdown"
    Legal Week Private Client Forum, Hong Kong
    September 2013

 

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