OVERVIEW
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 works with family offices and 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.
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.
PROFESSIONAL ACTIVITIES
AREAS OF EXPERTISE
LANGUAGES SPOKEN
English
Mandarin
Shanghainese
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
GET IN TOUCH
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KNOWLEDGE
- Considering a Trust in Pre IPO Planning 01 February 2018
- Why STAR is Rising in the East 01 February 2018
NEWS & DEALS
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- Maples Group Expands Fiduciary Services Team in Jersey 10 May 2023
- Maples Group Advises Singapore Investment Manager relating to Maiden Secondaries Fund 10 May 2023
- Maples Advises Apache Capital on Launch of New Build-to-Rent Fund Platform 09 May 2023