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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 trust structures, private trust companies and family offices to help high net worth families achieve family succession and estate planning objectives. She also assists clients with designing and implementing structures for investments in US real estate.

AREAS OF EXPERTISE

Fiduciary Services

Languages

Mandarin

Shanghainese

Background

Previously, Sofia was a US tax lawyer at Squire Patton Boggs in its Hong Kong office. Whilst at Squire Patton Boggs, Sofia advised high net worth clients with US family members on creating offshore trusts, trust restructuring, family succession planning, charitable giving and US estate, gift and income tax matters.

EDUCATION

Georgetown University Law Center, USA, Master of Laws, Taxation, 2009.
University of Miami, School of Law, USA, Juris Doctor, 2008.
University of Rochester, USA, B.A. (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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