Sofia

Shen

Senior Vice President

Fiduciary Services

Hong Kong 

T :  +852 3523 7888

M :  +852 9888 1370

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Expertise

Sofia specialises in using trusts, private trust companies, foundations and offshore structures to help high net worth families achieve family succession, estate and tax planning and philanthropic objectives. She also assists companies with designing and implementing employee benefit trust structures. Sofia is a recognised thought leader and has authored several articles on the use of various trust structures.

AREAS OF EXPERTISE

Fiduciary Services

Languages

English

Mandarin

Shanghainese

Background

Previously, Sofia worked as a US tax lawyer at an international US law firm in Hong Kong. Whilst at the law firm, she advised high net worth clients on trust formation and restructuring, family business succession, charitable giving and US estate, gift and income tax matters.

 

EDUCATION

Georgetown University Law Center, US, Master of Laws, Taxation, 2009.

University of Miami, School of Law, US, Juris Doctor, 2008.

University of Rochester, US, Bachelor of Arts, Economics, 2004.

Professional Activities

Attorney at law of New York State. 
Member of the New York State Bar Association - Tax Section.
Member of the American Bar Association - Estate and Gift Tax Committee.
Affiliate of the Society of Trusts and Estate Practitioners.
 

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