Contact details

Erik Wallace

T: +852 3166 6903 Email Erik | Vcard Office: Hong Kong

Awards

Tax & Trusts - Hong Kong

Tax & Trusts - Hong Kong

Leading individual, Chambers Asia Pacific 2017

Leading individual, Chambers Asia Pacific 2017

Citywealth Leaders List  2017-2018

Citywealth Leaders List 2017-2018

Erik Wallace Registered foreign lawyer (New York)

Contact details

Erik Wallace

Erik Wallace
Registered foreign lawyer (New York)

T: +852 3166 6903 Email Erik | Vcard Office: Hong Kong

Erik specialises in trusts and estates, taxation and international probate, especially those matters involving US persons or property.
 
  • Profile
  • Services
  • Locations

Erik assists high net worth families with their overall succession planning, often working together with their family offices, businesses, trustees and foundations to meet the families’ objectives.  As part of that planning, he has assisted clients in structuring or restructuring trusts, as well as establishing private trust companies and international charitable foundations.

Erik has also worked with families on a number of international probates and helped them implement post-mortem tax planning.

He also advises individuals regarding pre-immigration tax planning prior to obtaining US citizenship or a green card and those looking to abandon US status.

“Erik has a razor-sharp intellect, matched by quick wit and an easy and engaging manner. His specialty is US tax law and he makes the complex seem easy and comprehensible."

Chambers HNW 2018

  • Private wealth
  • Trusts & fiduciary services
  • Tax

Advising a family on the creation of a private trust company and the restructuring of the family’s various trusts.

Acted for family creating international charitable organization.

Assisted in a multi-jurisdictional probate matter.

More: Private wealth

Advising a family on the creation of a private trust company and the restructuring of the family’s various trusts.
 
Acted for family creating international charitable organization.
  
Assisted in a multi-jurisdictional probate matter.

 
More: 
Trusts & fiduciary services

Assisted individuals on a number of international probates and helped with implementing the post-mortem tax planning.
 
Advised individuals regarding pre-immigration tax planning prior to obtaining US citizenship or a green card and those looking to abandon US status.
 
Assisted clients in structuring or restructuring trusts, as well as establishing private trust companies and international charitable foundations.
 
More: 
Tax
  • Thailand

US tax

Advised a dual Thai/ American citizen in getting fully tax compliant with the US Internal Revenue Service, having all penalties abated.

US tax planning – pre-immigration and expatriation

Advised numerous Thai nationals regarding pre-immigration tax planning prior to obtaining US citizenship or a green card and those looking to abandon US status.

International estate planning

Assisted numerous Thai residents with their cross border and international estate planning needs.

More: Thailand

Awards

Tax & Trusts - Hong Kong

Tax & Trusts - Hong Kong

Leading individual, Chambers Asia Pacific 2017

Leading individual, Chambers Asia Pacific 2017

Citywealth Leaders List  2017-2018

Citywealth Leaders List 2017-2018

Latest news & insights

03 Jun 2019

From News

Success at WealthBriefingAsia Awards 2019

Law firm Stephenson Harwood has been named winner of ‘Private Client Categories – Estate Planning: Greater China’, and also won the 'Excellence in servicing North Amer..

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24 Jan 2019

From News

Stephenson Harwood wins Citywealth IFC Award

Law firm Stephenson Harwood LLP has won the 'Law firm of the Year – Asia' award at the Citywealth International Financial Centre (IFC) Awards 2019.

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27 Apr 2017

From Insights

Trump’s 2018 budget headlines

With only a few days left before his 100 day anniversary, President Trump announced his 2018 budget proposal yesterday.

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28 Nov 2016

From Insights

Accidental Americans: US tax liabilities for Americans abroad

Erik Wallace and Emily Osborne write for Jersey Brief on US tax liabilities for Americans abroad

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01 Jun 2016

From News

Erik Wallace joins Stephenson Harwood as partner

Law firm Stephenson Harwood LLP has expanded its private wealth team with the addition of Erik Wallace as a partner, based in its Hong Kong office.

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© Stephenson Harwood LLP 2016. Any reference to Stephenson Harwood in this document means Stephenson Harwood LLP and/or its affiliated undertakings. Any reference to a partner is used to refer to a member of Stephenson Harwood LLP.