Top Chinese Family Wealth Management Brand

Fred Gao, Senior Partner

Bachelor of International Economic Law, CFP
15 years of experience in marketing, team management, and business development; 8 years of experience in securities and wealth management.
Before joined HSP, Fred once worked with large financial institutions including CITIC Securities and Nanjing Securities, as senior executive position for brokerage service and wealth management center.
Fred has rich experience in providing financial advisory services, liquidity management, capitalization services for high net worth families and companies, especially good at providing personalized wealth management planning services to high net worth clients.
Fred is very familiar with all kinds of financial products and instruments, familiar with investment banking and national regulations on the economy, securities, taxation and management system.

Bing Shi, Partner

Bachelor of Mathematics of Fudan University, EMBA of CEIBS.
Senior consultant of family wealth management, successful entrepreneur, active angel investor.
Mr. Shi focuses on family enterprises governance and family governance. In the principle of safeguarding and inheriting family wealth and spirit, he devotes to helping high net worth Chinese family sustain with deep insight and practical experience about marriage risks and inheritance disputes.
Mr. Shi has a deep understanding of the status and risks of Chinese businessmen and their families, familiar with all types of financial instruments, especially good at wealthy family risk control, global asset allocation and portfolio investment in both onshore market and offshore markets
Mr. Shi successfully established a number of startup companies, covering various industries and fields, including information technology, big data, auto finance and Internet financial services.

Ada Huang , Partner (U.S.)

Bachelor of Business Administration and Intellectual Property Law, Shanghai Jiaotong University.
Senior financial and insurance advisor.
MDRT TOT member.
Asian American Insurance & Financial Professional Association Northwest Chapter Member.
Ada was an agricultural commodity trader, focus on risk management and later in charge of Asia Pacific sourcing in Cargill.
After Ada migrated to US, she firstly took charge of US branch of one Chinese public agricultural company, and then became the Marketing Director of the one major US insurance service company.
Ada has helped hundreds of ultra-high-net-wealth families and is highly experienced in comprehensive financial and insurance planning for new immigrants into US, including tax planning/estate planning/wealth transfer planning.

Zhu Li, Partner

Mr. Zhu has a rich experience in investment overseas and a deep understanding of financial market and most products and financial instruments.
Mr. Zhu travels often between China and U.S. He is specializing in asset allocation, overseas investment and providing customized insurance solution for Chinese Ultra-high-net-worth families.
Mr. Zhu focuses very much on family succession, wealth transfer and tax planning. He devotes himself to developing a well-designed insurance package solution by leveraging rich product resources, sophisticated tax planning skills and family trust knowledge.
Besides the great achievement in financial industry, Mr. Zhu is a successful entrepreneur. He was a founder of a number of well-known IT and Internet companies.

Tony Su, Tax Partner

With around 20 years’tax practice, started from Andersen and PWC.
His rich experience in China tax, finance, transfer pricing, customs, China forex has brought much value-added result to his clients in different industries, such as manufacturing, trading, auto, financing, transportation, logistic, chemistry and pharmaceuticals, and real estate and etc. He also helped many clients in P2P financing, TMT, on-line trading, sharing economy, games, which are quite hot today.
Tony Su has successfully saved around 100 million tax cost for his clients by using his new amazing tax planning methodology within only 6 months.
Tony Su is well-known by his clients not only due to his best tax planning services but also his plentiful local resources in China which already helped many clients deal with tax controversy, recorded complete victory.

Ryan Zheng, Tax Partner

Graduated from Fudan University (the Department of World Economy)
Worked in the “Big 4” international accounting firms (Arthur Andersen and KPMG - tax and business advisory departments) for 10 years
After that, Ryan has operated his tax, finance and business consulting company for many years
Rich experience and many successful cases in tax and business consulting for enterprises and individuals, especially in the areas of tax planning of business models, shareholding structures, IPO and investment/financing, M&A and group re-organization etc.
Served many Chinese private companies and their shareholders, PE funds, MNC groups and state-owned enterprises
Provided tax training to listed companies, MNCs etc.
Selected clients served: Fiat, VW, Sumitomo, Bank of America, Boehringer Ingelheim, HSBC Fund, Sequoia Capital, CDH Fund, Deppon Logistics, ZTO Express, China Telecom, Huarong, SIG

Mark Lea, Expert Advisor in Overseas Family Trust

Mark Lea was educated in England at Eton College.
When he was with Merchant Bank N.M. Rothschild & Sons Limited, Mark Lea worked closely with the Chairman Lord Victor Rothschild KCMG GC at a time when he was Head of the UK Government Think Tank.
Mark Lea became a Director of Rothschild’s Trust Companies and of its Guernsey Bank.
Mark Lea was a Member of the Inland Revenue Board of Review of Hong Kong, and he served on the executive committees of Hong Kong Trustees Association and of the Society of Trust and Estate Practitioners (Hong Kong Branch). He has since been a member of their Joint Law Reform Committee.
Mark Lea advised the Government of Singapore with regard to the Trustees Act of Singapore. He originated the proposals for changes to the Trust Law of Hong Kong and advised on such changes. He advised the Malaysian Government on changes to the laws of Labuan, including Trust Law, Foundations Law and Limited Partnership Law. He advised the Government of Samoa on and has drafted new Trust Law and new Foundations Law and has advised on and drafted changes to other relevant laws in consequence.
Mark Lea taught a course on international estate planning, including the use of trusts and foundations, as Adjunct Professor of Law at the National University of Singapore for 10 years. He is teaching a similar course in Samoa and has been requested to do so in Hong Kong.

April Yang, Legal and Risk Management Director.

Bachelor of Law of East China University of Political Science and Law.
Master of Laws (LL.M) of Transnational Law& Business University (Korea).
April takes charge of legal matters of the fund company, including Private Fund Establishment, Equity Investments, M&A, Securities Investments, Financial Advisor, Asset Management, Offshore Fund Establishment, Overseas Investment and Company Management etc.