Wise Lam

Wise is a Partner of Private Client Services in Tax Department. She has been providing consultation services for high net worth individuals and families including well known individuals, major shareholders and senior executives for pre-IPO and post-IPO structures on relevant family wealth succession and international tax planning by setting up appropriate structures including family trusts, employee trusts, charitable organisations, restructuring of offshore structures, etc. 

Coverage of client portfolio

Wise has served high net-worth individuals and families primarily based on Asia Pacific with Chinese and other nationalities including many families listed in Hunrun rich list. 

Key related experience

Wise has been providing trust and wealth planning advisory services to high net-worth individuals and listed companies including:

• Providing advice in relation to the international taxation, asset preservation and wealth planning;
• Employee incentive structure planning for the major shareholders and senior executives of the companies to be listed in Hong Kong or United States; 
• Setting up and restructuring of offshore holding structure including trust structures, Hong Kong companies and offshore companies; 
• Assistance with the trust administration, restructuring and ongoing operations; 
• Planning and implementation of family governance structures. 

Qualification

Wise is also a member of HKICPA and ICAEW and also holds a Master of Laws.