Sharon Yuen
Associate
Sharon is an associate in the private wealth team, specialising in trusts, tax and estate planning for internationally mobile high-net-worth families.
Associate
Sharon is an associate in the private wealth team, specialising in trusts, tax and estate planning for internationally mobile high-net-worth families.
Languages - English, Mandarin, Cantonese
Jurisdiction - Hong Kong
Sharon Yuen is an associate in the private wealth team at Stephenson Harwood in Hong Kong. She specialises in trust law, international tax, and estate planning for high and ultra-high-net-worth families, helping them navigate complex legal and tax matters across multiple jurisdictions.
Sharon's practice encompasses a wide range of services, including succession planning, relocation, wealth management, investment structuring, estate administration, and philanthropy. She also advises and collaborates closely with other private wealth advisors, such as trustees, private banks, and family offices.
In addition, she works alongside the firm's corporate and litigation teams to provide comprehensive solutions for her clients. Her involvement in transactions and disputes, such as IPOs and cross-border disputes, particularly those concerning family trusts and tax investigations, highlights her versatility and commitment to supporting her clients holistically.
Clients appreciate Sharon's strategic approach and her ability to translate complex legal landscapes to practical advice. Her ability to communicate fluently in English, Cantonese, and Mandarin allows her to connect with clients from diverse backgrounds, ensuring their needs are met. Her practical experience, combined with her dual degrees in law and literature from the University of Hong Kong, makes her a trusted adviser for private wealth matters.
Trust restructuring for an international family
Advising a trustee on the restructuring of a family trust for beneficiaries in the UK, US, and Australia, and coordinating with local counsel to ensure efficient administration and cross-border tax compliance.
Succession planning for listed company owner
Advising a Hong Kong-listed company founder on restructuring shares under a family trust, addressing succession, legacy planning, and Hong Kong listing rules compliance.
International estate planning for entrepreneur
Advising an internationally mobile entrepreneur based in Hong Kong on cross-border estate planning for personal and business assets.
Charitable trust structuring
Advising a trustee on structuring a charitable trust, including provisions for advisory committee members and preparation of trust documents.
Establishment of family trust
Representing a Hong Kong-based settlor in establishing a family trust tailored to their succession and asset protection needs.
Preparing trust documents for a trustee
Advising and assisting a trustee with preparing trust documents under Hong Kong, Singapore and BVI laws and coordinating with local counsel for cross-border compliance.
UK tax planning for private client
Advising a global executive on UK tax planning for their relocation, covering personal and family assets as well as work arrangements.
UK tax advice for family gift
Advising a family on UK tax and structuring considerations for a significant gift.
UK and Canadian tax planning for family trust
Advising a settlor on the UK and Canadian tax implications of having beneficiaries resident in those countries and on structuring tax-efficient trust distributions.
Distribution advice for family trust
Advising a trustee on distribution plans to grandchildren in Canada and the US, coordinating with local counsel on cross-border legal considerations.
