Sofia Shen
Regional Head of Private Client Services
- Hong Kong
Areas of 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 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.
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.
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.
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
Languages
English
Mandarin
Shanghainese