Contact details

Peter Hodson

T: +852 2525 2071 M: +852 6259 9556 Email Peter | Vcard Office: Hong Kong

Awards

Tax and Trusts - Hong Kong

Tax and Trusts - Hong Kong

Shortlisted for Private Wealth Law Firm of the Year - CityWealth IFC Awards

Shortlisted for Private Wealth Law Firm of the Year - CityWealth IFC Awards

Citywealth Leaders List 2015

Peter Hodson Consultant

Contact details

Peter Hodson

Peter Hodson
Consultant

T: +852 2525 2071 M: +852 6259 9556 Email Peter | Vcard Office: Hong Kong

A private wealth planning expert with a particular focus on wills, trusts and estate planning.
  • Profile
  • Services
  • Sectors

Peter has extensive experience in the trust industry in Hong Kong, Singapore and Guernsey, advising high net worth individuals, family offices and financial institutions in the area of wealth planning, including the use of companies, trusts, wills, foundations and other fiduciary structures. He has broad experience in banking, finance, wealth management and fiduciary services spanning 35 years. He has worked as legal counsel in the legal departments of the Jardine Matheson Group, Standard Chartered Bank Trustees and has been the managing director of two bank owned trust companies in Hong Kong.

Peter also has experience as a mediator and facilitator in trust and finance related disputes, and has acted as an expert witness in trust cases. He is also an adjunct ​professor of law at Hong Kong University teaching the wills, trusts and estate planning module on the Hong Kong PCLL and equity and trusts to Faculty of Law LLB students.

“Leader in private wealth and advisory industry sector”
Citywealth Leaders List 2015

  • Fiduciary services
  • Corporate governance
  • Dispute resolution

Trustees

Advising trustees on the establishment of private trusts for high net worth individuals, preparation of all trust documentation leading to the establishment of trust structures and the take on of trust assets.

Private trust companies

Advising high net worth individuals on the appropriate trust structure and jurisdiction, including the establishment of private trust companies in jurisdictions such as Jersey, Guernsey, BVI and Cayman.

Establishing business associations

Advising high net worth individuals on establishing a variety of different legal associations such as companies, partnerships, foundations, investment vehicles in Hong Kong and other offshore locations.

More: Fiduciary services

Trusts and companies

Advising trustees, directors and other fiduciaries on their duties when discharging administration and fiduciary duties.

Decision making processes

Advising trustees, directors and other fiduciaries on the processes to record appropriate minutes, resolutions and other corporate documentation to implement their functions and duties.

Regulations and compliance

Advising trustees, directors and other fiduciaries on applicable regulations and compliance duties when discharging their functions.

More: Corporate governance

Alternative processes

Advising high net worth individuals, trustees and other fiduciaries on alternative dispute resolution processes such as arbitration, mediation, facilitation and evaluation.

Arbitration and mediation

Acting as an independent arbitrator or mediator in trust related disputes.

No Contest Clauses

Advising trustees and beneficiaries on the drafting of no contest provisions in trust instruments.

More: Dispute resolution

  • Private wealth
  • Banks and banking
  • Funds and financial services

Wealth planning

Advising high net worth individuals, family offices, trustees and financial institutions on structuring private wealth for inheritance and succession planning and asset protection purposes.

Structuring complex assets

Advising on the structuring of assets such as super yachts, aircraft, commercial and residential property and diversified investment portfolios.

Problem solving and dispute resolution

Advising trust beneficiaries and trustees on alternative dispute resolution techniques for allocating and segregating assets to mitigate the risks of litigation.

More: Private wealth

Bank trustees

Advising bank trustees on the establishment and administration of a variety of trusts in multi-jurisdictions.

Private banking

Advising international private banks on a variety of investment products and services including drafting all relevant documentation.

New products

Representing trustees on the establishment of innovative new structures for holding and administration of segregated asset portfolios for HMWIS.

More: Banks and banking

Investment advisers/managers

Advising leading investment managers/advisory firms on the design and establishment of collective investment schemes in multi-jurisdictions.

Conflicts of interest

Advising investment managers/advisory firms on due diligence, KYC, AML and conflicts of interest policies and procedures.

Risk management

Advising investment managers/advisory firms on a broad range of risk management policies, procedures and issues.

More: Funds and financial services

Awards

Tax and Trusts - Hong Kong

Tax and Trusts - Hong Kong

Shortlisted for Private Wealth Law Firm of the Year - CityWealth IFC Awards

Shortlisted for Private Wealth Law Firm of the Year - CityWealth IFC Awards

Citywealth Leaders List 2015

Latest news & insights

31 Aug 2016

From News

Stephenson Harwood advises on landmark stored value license in Hong Kong

Stephenson Harwood has advised TNG on its successful application to the Hong Kong Monetary Authority for a licence to provide stored value facilities (SVF).

More

print-footer
logo
© 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.