Lulu Zhang
Associate
Lulu is a private client specialist, adept at guiding families through succession planning, trusts, and cross-border tax challenges.
Associate
Lulu is a private client specialist, adept at guiding families through succession planning, trusts, and cross-border tax challenges.
Languages - English, Mandarin, Cantonese
Jurisdiction - Hong Kong
Lulu Zhang has been a trusted ally for families and their offices since 2019, offering expertise in succession planning, family trusts, and asset protection across Chinese mainland, Hong Kong, and international jurisdictions. Her clients, often high-net-worth individuals (HNWIs), appreciate her nuanced understanding of cross-border considerations and her ability to navigate complex tax and family governance matters with precision.
Lulu's practice encompasses a wide range of trust-related services, from establishment and administration to restructuring and termination. Her deep knowledge of the tax implications in jurisdictions like Hong Kong, Singapore, Canada and the US ensures that clients receive comprehensive advice tailored to their unique planning objectives. She also collaborates with matrimonial lawyers to craft pre-nuptial and post-nuptial agreements, safeguarding her clients' interests.
Known for her proactive approach, Lulu assists in establishing trust companies in Hong Kong, handling registration and Trust or Company Service Provider (TCSP) licensing. Her full membership with the Society of Trust and Estate Practitioners (STEP) underscores her commitment to excellence, making her a sought-after advisor for those seeking to protect and grow their family wealth.
Canadian tax planning for non-residents
Assisted partners to prepare Canadian tax advice in respect of non-resident trusts (i.e. mainly granny trust arrangements), pre-migration planning, and Canadian tax residency etc.Hong Kong tax advisory for corporates and individuals
Assisted partners in providing Hong Kong tax advice on profits tax, tax residency for corporate clients and individuals.Family governance and trust structuring for HNWIs
Assisted partners to advise HNWIs on family governance matters, drafted family charters, trust deeds and letter of wishes.Pre-IPO and post-IPO trust structuring advisory
Assisted partners to advise Hong Kong listed company founders on pre-IPO and post-IPO trust structuring, including in respect of family succession planning, tax, securities disclosure and compliance, and relevant Takeovers Code issues.Regulatory advisory for institutional trustees
Assisted partners in advising institutional trustees on their various Hong Kong registration, licensing, disclosure of interests filings and other regulatory compliance needs.Wills, probate, and estate administration services
Helped with the team’s wills and estate practice, drafted required application forms for probate matters.Asset protection & re-organization for HNWIs
Assisted in the implementation of tax-efficient asset protection structures and corporate re-organization plans for HNWIsCharitable foundation setup (HK & UK)
Assisted partners and associates in the design, set up and operation of Hong Kong and UK charitable foundations.
