Zipo Lai

Head of Family Office, Europe at InvestHK

Brussels, Brussels Region, Belgium

About

Experience

  • Head of Family Office, Europe at InvestHK Brussels
    Oct 2022 - Present · 3 yrs 9 mos

  • Business Development Director APAC at Trusted Family
    Sep 2020 - Jul 2022 · 1 yr 11 mos

  • Vice President, Wealth Planning, Private Wealth Solutions, HSBC Private Bank at HSBC
    Jul 2019 - Sep 2020 · 1 yr 3 mos

    I advised existing and prospective bank clients on personal, family and business trust structures as a senior wealth planner of HSBC Trustee. Working together with trust relationship managers, family office & family governance specialists, family philanthropy specialists, private bankers, investment counselors, lawyers and other advisers, I analyzed wealth planning and succession needs for client families and established trust structures for them and the next generations of their families.

  • Vice President, Trust & Estate Advisory, International Wealth Management at Credit Suisse
    Oct 2016 - Jun 2019 · 2 yrs 9 mos

    I advised existing and prospective bank clients on personal, family and business trust structures, as a senior wealth planner in the International Wealth Management division of CS Private Banking. I worked with clients' legal and tax advisers to establish trust structures to make sure internal legal and compliance requirements were met. Working together with CS bankers, we built relationships with clients and provided them with comprehensive private banking services to address their needs.

  • DLA Piper (6 yrs 5 mos)
    • Associate
      Aug 2013 - Sep 2016 · 3 yrs 2 mos

      I was a Tax Associate of DLA Piper Hong Kong. I was on secondment at DLA Piper Palo Alto office from 2015 to 2016. I also worked at DLA Piper Paris and Shanghai offices. I, together with partners and seniors of the Tax Group, advised clients on international legal matters with an emphasis on China law and Hong Kong law. In China, we advised clients on various tax (direct and indirect), mergers & acquisitions, transfer pricing, customs and other corporate matters. In Hong Kong, we focused on advising clients on global and regional tax planning, tax litigation, mergers & acquisitions and other corporate matters. We also assisted individual clients from across the world with their cross-border tax issues and personal wealth planning exercises including structuring and setting up various types of trust structures, foundations and private trust companies. Often, we advised these individual clients on related personal tax (e.g., potential tax liability, tax reporting requirements), immigration, succession, will & estate and other legal matters.

    • Trainee Solicitor
      Aug 2011 - Aug 2013 · 2 yrs 1 mo

      I was a Trainee Solicitor of DLA Piper. During the 2-year mandatory training program, I spent 6 months in each of the Corporate M&A/Tax Group, Litigation & Regulatory Group and Asia Tax Group. I also completed a 6-month secondment to the DLA Piper Shanghai office assisting mainly in corporate and tax matters.

    • Paralegal
      May 2010 - Aug 2011 · 1 yr 4 mos

      I was a Paralegal in the Asia Tax Group of DLA Piper. I, together with partners and seniors of the Tax Group, advised clients on international legal matters with an emphasis on China law and Hong Kong law. In China, we advised clients on various tax (direct and indirect), mergers & acquisitions, transfer pricing, customs and other corporate matters. In Hong Kong, we focused on advising clients on global and regional tax planning, tax litigation, mergers & acquisitions and other corporate matters.