Partner at Wei Tu Law Firm*
Joanna Jiang (Lulu) focuses on cross-border M&A, PE/VC investments, and private wealth advice. Representative clients in corporate practice include multinational corporations, listed companies, and unicorn startups in healthcare and high-tech sectors. In private wealth practice, Joanna is known for her holistic and pragmatic approach in guiding family offices and HNW families through complex succession planning. Joanna has been recognized as a Trust and Estate Practitioner (TEP).
Languages - Mandarin, English and Shanghai Dialect
Jurisdiction - PRC
In the private wealth sector, she has extensive knowledge in cross-border structures, trust and estate planning, and business succession planning. Her practice centres on handling complex issues including corporate restructuring across multiple jurisdictions and establishing trusts for succession planning and compliance with a view to de-risking and mitigating tax exposure. Joanna forms strong relationships with her clients. She is attentive, dedicated and can offer innovative solutions.
Joanna has been recognized as a Trust and Estate Practitioner (TEP). Joanna was elected as a committee member of the China branch of the Society of Trust and Estate Practitioners (STEP). She created localized course manuals and learning materials of the Company Law (STEP Advanced Certificate), and she was appointed as a tutor for the STEP Company Law &Practice workshop.
She is an alumna of the China Europe International Business School (family office program).
*Wei Tu (a PRC law firm registered in Guangzhou) and Stephenson Harwood (a law firm registered in Hong Kong) are in a CEPA association under the name “Stephenson Harwood - Wei Tu (China) Association”. CEPA (Closer Economic Partnership Arrangement) is a free trade agreement concluded between Mainland China and Hong Kong. Under CEPA, Hong Kong based law firms are permitted to operate in association with Mainland Chinese law firms to provide comprehensive legal services in Mainland China governed by Chinese and non-Chinese laws.
Cross-border corporate restructuring and family succession in multi-jurisdictions
Providing strategy planning to the first-generation of the high-net-worth families, including corporate restructuring and tax planning, trust planning and worldwide estate planning. Representative clients include UBOs of listed companies and Chinese commercial property developers.
Advised an UBO of a listed company on his succession planning
Advised the client on the reorganization of the family trust, and establishment of a Private Trust Company structure in the U.S.
Acted for various listed company founders on the offshore family trust
Pre-IPO and post-IPO family trust planning, compliance advice under the PRC law and PRC tax advice.
Trust companies
Provided the PRC tax advice in relation to family trust structure to trustees.
Private banks and family offices
Advised private banks, family offices and wealth management institutions on certain private wealth matters, including, asset protection. estate planning, tax advice and trust planning, and establishment of family offices.
Advised a global leading new material manufacturer on its acquisition of a local factory in China
Advised the client on its deal structure strategy, legal due diligence, transaction documentation and closing matters.
Advising a global new material manufacturer in Europe on its IP licensing deal in China
As a PRC legal counsel, Joanna collaborates with Stephenson Harwood's team in London and Singapore. Joanna's holistic approach to addressing multi-jurisdiction legal, tax, and cultural challenges provided the client with robust, actionable solutions. The project's success has significant implications for international technology R&D collaboration.
Advised Shanghai Kumho Sunny Plastics Co. Ltd. on its greenfield investment in Thailand
Advised our client on its strategic expansion throughout the Asian market, including market-entry planning, regulatory compliance, and cross-border structuring. Shanghai Kumho Sunny Plastics Co. Ltd. is a joint venture between a Korean listed company and Chinese founder team. It is one of the top 3 plastics modification company in China.
Startup companies in healthcare sector.
Advised various startup companies in healthcare sector on its equity financing, red-chip restructuring and ESOP.
Fund investment (RMB fund and USD fund)
Advised funds and family offices in its investments in pre-IPO companies.