Private equity

Acted as the joint advisor for founders of a Cayman Islands private equity fund on capital raises, and as lead advisor for the fund on equity and equity-like investments in start-up and growth-stage companies operating in various sectors including e-commerce, internet portals, media, ticketing, human resources, advertising, logistics, information technology and publishing.

Acted as lead counsel for private equity group to coordinate due diligence on target publishing house with operations in Hong Kong, China, Singapore, Malaysia and Thailand.

Acted as co-counsel for lead PE investors in a regional airline, and advising the airline Board on numerous matters including human resources, government bridge financing, disputes and other issues. 

Private wealth

Advisor to prominent Hong Kong families on establishment of family governance and succession in conjunction with family trusts and corporate group restructuring.

Legal advisor for institutional trustees on their various Hong Kong registration, licensing, disclosure of interests filings and other regulatory compliance needs.

Advisor to various Hong Kong listed company founders on pre-IPO and post-IPO trust structuring including in respect of family succession plan, tax, securities disclosure and compliance, and relevant Takeovers Code issues.

Helps oversee the team’s wills and estates practice.

Public and private M&A

Advised the investor group on structuring of acquisition of controlling interest in an English Football League team.

Legal counsel for project manager for global blockchain research enterprise including establishment of structures in various jurisdictions.

Lead regional counsel for US international school chain in joint venture with PRC education group.

More: Public and private M&A

Tax

Provide Canadian tax advice in respect of non-resident trusts, charitable structures, inbound investments, insurance, pre-migration planning and real property holding structures.

Provide Canadian tax residency advice.

Provide Hong Kong tax advice in respect of profits tax, stamp duty, tax exemptions for philanthropy, tax residency for corporate clients and individuals.

Advise clients on compliance with reporting obligations.

More: Tax

China

Advisor to Mainland China families on asset restructuring in connection with increased globalization of business opportunities and migration of family members to various destinations including U.S., UK, Singapore, Canada and Australia.

Legal project manager for leading bank-owned trust company on obtaining regulatory advice on Shenzhen Stock Connect investments in A-shares.

Advisor to PRC founders of listed companies on pre-IPO and post-IPO trust structuring including on tax and securities regulatory compliance.

Advisor on sale of PRC international school to well-known UK education group.

Advisor for institutional trustees and listed companies on Hong Kong employee benefits trusts in respect of trust documentation, tax and employment law issues.

Hong Kong

Lead external counsel for a major Japanese automobile manufacturer headquartered in Hong Kong.

Advisor to US conglomerate on establishment of Hong Kong regional base.

Advisor to shareholders of a Hong Kong licensed financial advisor corporation in the sale of their entire issued share capital to a U.K. financial institution.

Advisor for institutional trustees and listed companies on Hong Kong employee benefits trusts in respect of trust documentation, tax and employment law issues.  

North America

Regional counsel for an American leather products group in their negotiations with joint venture partners in Korea, Vietnam and Indonesia.

Advisor to Hong Kong listed group on joint venture with Canadian hotel chain.

Advisor to foreign trustee investing in significant bloc of US listed securities on behalf of a family trust.