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 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
- Why STAR is Rising in the East 01 February 2018
- Considering a Trust in Pre IPO Planning 01 February 2018
- The Increasing Popularity of Employee Benefit Trusts 05 December 2017
NEWS & DEALS
- Maples Advises Citigroup First Investment Management Limited on its Latest Fund Launch in Japan 01 October 2021
- Maples Group Alternative Investment Management Company Services Recognised for Excellence 30 September 2021
- Maples Group Donates Over US$50,000 in Continued COVID-19 Relief Support 27 September 2021
- Maples Group Appoints Of Counsel Duo in the Cayman Islands 13 September 2021
- Maples Group Strengthens BVI Practice with New Partner 07 September 2021