Jacqueline Shek

+852 2173 6324

Jacqueline Shek

Executive Director  |  Zedra
JURISDICTIONS QUALIFIED IN

Hong Kong
New South Wales, Australia

TOP 3 AREAS OF EXPERTISE

Wealth planning
Family governance for Asian families
Contentious trust matters

RECOMMENDED SPECIALISMS

Private Investment
Multi-National Families

Q&A

What has been the highlight of your practice over the past 12 months?

Acting as Chairman of the Hong Kong Trustees’ Association with a very tangible role to promote the interest of the trust industry and to lift industry standards. On the business side, getting Zedra, a relatively new name, really known out here in Hong Kong as the trustee of choice for private clients.

What advice would you give rising stars/new lawyers in the private client world?

Be curious. Be nosey. Dealing with sophisticated UHNW families require the technical ability to deal with some very big and complex commercial transactions, but at the same time, you are dealing with people and their families on a very personal level and that requires the personal touch to really understand your client’s values and underlying concerns.

What sets you apart from your peers?

I have seen a lot both from the set up and the bust up end in the life cycle of family trusts; gaining valuable insights on how to get it right, how things can go wrong, and how to future proof the asset planning structures. I have also had the pleasure of working in depth with trusts from a wide variety of jurisdictions in Asia Pacific, the Caribbean and the Channel Islands.
I started as a tax and trust lawyer with Baker & McKenzie and advised on the set up of many trusts and charities, gaining a lot of structuring experience. I then moved on to become global legal counsel of the HSBC private trust business and had to deal with a lot of trust and estate disputes; dramatic family disputes, claims against the trustees/ executors, defending trusts from hostile third parties claims, and also non-contentious court applications on momentous trustee decisions or esoteric points of trust law.

What is your favourite quote?

“Whether you think you can or think you can’t, you’re right.” – Henry Ford


William Ahern

+852 2230 2858

William Ahern

Partner  |  Haldanes
JURISDICTIONS QUALIFIED IN

Hong Kong
England & Wales
Australian Capital Territory

Q&A

What has been the highlight of your practice over the past 12 months?

I gave what I thought was the best presentation of my career on the dangers of the CRS Mandatory Disclosure Rules in Mexico City at the STEP LATAM conference in October 2018.

What advice would you give rising stars/new lawyers in the private client world?

Read everything you can get your hands on and don’t be afraid to fight for the rights of your clients which are under attack on many fronts.

What is your favourite quote?

When your neighbour starts preaching, brand your calves early!


Jonathan Mok

+852 2531 3401

Jonathan Mok

Partner  |  Jonathan Mok Legal
JURISDICTIONS QUALIFIED IN

Hong Kong
England and Wales
New South Wales, Australia
Tasmania, Australia

Q&A

What has been the highlight of your practice over the past 12 months?

I continue to represent UHNW clients in dealing with their contentious and non-contentious matters including wealth planning arrangements for their next generation.

What advice would you give rising stars/new lawyers in the private client world?

Given that private client is a niche practice, they should have a good foundation by learning from the specialists in this field. For contentious young practitioners, they should aim to develop their advocacy skills by representing clients in court hearings so that they can acquire firsthand experience which is essential for advising clients in litigious matters.

What is your favourite quote?

A good settlement is one which leaves the parties feeling a bit dissatisfied but at the same time they don’t consider to have succeeded or failed in their case.


Alfred Ip

+852 2861 1511

Alfred Ip

Partner  |  Hugill and Ip Solicitors
JURISDICTIONS QUALIFIED IN

Hong Kong

Q&A

What has been the highlight of your practice over the past 12 months?

Setting up this law firm with my partner, Adam Hugill, in September 2018 and we are now a practice with over 20 members, half of which are practising solicitors. We have taken on a number of new instructions, some of them are most interesting in terms of both legal and factual issues.

What advice would you give rising stars/new lawyers in the private client world?

Patience - Being a good listener set yourself apart from a lot of your peers.
Compassion - Understanding their concerns and resolve their issues with your special knowledge and wisdom.

What is your favourite quote?

“You reap what you sow: Life is like a boomerang. Our thoughts, deeds and words return to us sooner or later, with astounding accuracy.” Grant M. Bright


Erik Wallace

+852 3166 6903

Erik Wallace

Partner  |  Stephenson Harwood
JURISDICTIONS QUALIFIED IN

Hong Kong
New York

Q&A

What is your favourite quote?

“This is a question too difficult for a mathematician. It should be asked of a philosopher"(when asked about completing his income tax form)” ― Albert Einstein


Richard Norridge

+44 (0)207 466 2686

Richard Norridge

Partner  |  Herbert Smith Freehills
JURISDICTIONS QUALIFIED IN

England and Wales
Hong Kong

TOP 3 AREAS OF EXPERTISE

Succession planning
Dispute resolution
Philanthropy and charitable giving

Q&A

What has been the highlight of your practice over the past 12 months?

Working on the highest profile trust matter currently in Hong Kong, which involves a wide range of issues and allegations ranging from technical trust issues through to undue influence, as well as issues concerning the regulation of listed companies.

What advice would you give rising stars/new lawyers in the private client world?

It is important to maintain the difficult balance between being close to your clients and carefully understanding their wishes, whilst also maintaining enough objectivity to bring fresh perspectives.

What is your favourite quote?

“I know that history is going to be dominated by an improbable event, I just don’t know what that event will be.”


Clifford Ng

+85222987603

Clifford Ng

Co-Managing Partner  |  Zhong Lun Law Firm
JURISDICTIONS QUALIFIED IN

Hong Kong
England and Wales
Canada

TOP 3 AREAS OF EXPERTISE

Family business governance
Asset holding structures
Family office

Q&A

What has been the highlight of your practice over the past 12 months?

I have provided strategic advice on cross-border transactions and investments, tax, regulatory, estate planning, asset preservation, governance. Some of my highlights include advising a large family office with over USD4 billion in assets in Hong Kong, UK, and Canada in succession planning and management and investment matters, as well as advising on the setting up of a trust structure for the acquisition of a hotel worth approximately USD250 million in Canada.

What advice would you give rising stars/new lawyers in the private client world?

If you are a “rising star”, you probably know and live by this already: Always be learning.

What is your favourite quote?

“Illegitimi non carborundum.”


Kevin Lee

+85225332843

Kevin Lee

Partner  |  Stephenson Harwood
JURISDICTIONS QUALIFIED IN

Hong Kong
Cambodia
British Columbia
England and Wales

TOP 3 AREAS OF EXPERTISE

Succession planning
Asset holding structures
Tax

Q&A

What has been the highlight of your practice over the past 12 months?

I advised HNW PRC clients on CRS compliance for trusts, holding vehicles and business entities in various jurisdictions. I also advised clients on the settlement or restructuring of trusts with PRC, US, Canadian, UK, Japanese, Australian and other beneficiaries (including tax compliance advice). Recently, I advised an extended HK family on how to structure asset ownership involving establishing a series of trusts in combination with multi-jurisdictional testamentary and philanthropic planning.

What advice would you give rising stars/new lawyers in the private client world?

There is a real need for expert ethical professional advice in private wealth. This need will spread down to the next generation and these are the clients of the future who can relate more easily to a new breed of private wealth advisers.

What is your favourite quote?

“I've seen things you people wouldn't believe. Attack ships on fire off the shoulder of Orion. I watched C-beams glitter in the dark near the Tannhäuser Gate. All those moments will be lost in time, like tears in rain,” Blade Runner.


Thelma Kwan

+852 9283 2056

Thelma Kwan

Barrister-at-Law  |  Thelma T M Kwan
JURISDICTIONS QUALIFIED IN

Hong Kong

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Succession planning
Family law

Q&A

What has been the highlight of your practice over the past 12 months?

Leaving the private banks (trust company), returning to practice and bringing the two worlds together in advising clients. With increased litigation practice, I am able to bring "what goes wrong" into giving advice to client, and learning from other people's mistakes features high in my discussion with clients.

What advice would you give rising stars/new lawyers in the private client world?

Listen beyond the words of the clients and be of integrity.

What is your favourite quote?

"Do or do not, there is no try," Yoda, Star Wars.


Lester Huang

+852 2533 7608

Lester Huang

Partner  |  PC Woo & Co
JURISDICTIONS QUALIFIED IN

Hong Kong
England and Wales
Australian Capital Territory
Singapore