Kevin Lee
Partner - Head of Private Wealth, Asia
Kevin Lee is a leading private wealth expert, guiding clients through complex tax and trust matters across Greater China and beyond.
Partner - Head of Private Wealth, Asia
Kevin Lee is a leading private wealth expert, guiding clients through complex tax and trust matters across Greater China and beyond.
Languages - English, and also communicates well in Mandarin and Cantonese
Jurisdictions - Hong Kong, British Columbia (Canada), England & Wales
Kevin Lee heads the private wealth practice for Stephenson Harwood in Greater China, offering strategic counsel to high net worth individuals and major corporations. His expertise spans family business succession, asset preservation, and cross-border transactions, making him a sought-after advisor for clients navigating the intricacies of wealth management and corporate operations in Hong Kong and Canada. Kevin’s practice is distinguished by his ability to provide holistic guidance on multi-jurisdictional trust and tax structuring, ensuring clients can confidently manage their wealth and business interests.
Kevin’s client base includes prominent Hong Kong families and institutional trustees, who rely on his insights for establishing family governance and succession plans. He also advises listed company founders on trust structuring related to IPOs, ensuring compliance with tax and securities regulations. His role as lead counsel in significant mergers and acquisitions, including the acquisition of an English Football League team, showcases his adeptness in handling high-stakes commercial transactions.
Clients value Kevin’s comprehensive approach, which combines legal acumen with a deep understanding of the business landscape. His fluency in English, Mandarin, and Cantonese further enhances his ability to serve a diverse clientele, making him a pivotal figure in the realm of private wealth law in Asia Pacific.
Family governance and restructuring advisory
Advisor to prominent Hong Kong families on establishment of family governance and succession in conjunction with family trusts and corporate group restructuring.
IPO trust structuring for founders
Advisor to various Hong Kong listed company founders on pre-IPO and post-IPO trust structuring including in respect of family succession plan, tax, securities disclosure and regulatory compliance, and relevant Takeovers Code issues.
Asset restructuring and migration planning
Advisor to Mainland China families on asset restructuring in connection with increased globalization of business opportunities and migration of family members to various destinations including U.S., UK, Singapore, Canada and Australia.
Employee benefits trust advisory
Advisor for institutional trustees and listed companies on Hong Kong employee benefits trusts in respect of trust documentation, tax and employment law issues.
Canadian tax advisory
Provide Canadian tax advice in respect of non-resident trusts, charitable structures, inbound investments, insurance, pre-migration planning and real property holding structures.
Hong Kong tax advisory
Provide Hong Kong tax advice in respect of profits tax, stamp duty, tax exemptions for philanthropy, tax residency for corporate clients and individuals. Advised one of the largest global retail groups on the tax implications of redomiciliation of various group entities into Hong Kong.
Trustee regulatory compliance advisory
Legal advisor for institutional trustees on their various Hong Kong registration, licensing, disclosure of interests filings and other regulatory compliance needs.
