Patricia Woo is a fund, trust and tax lawyer noted for her practice in helping global ultra-high-net-worth families set up and operate investment-centric, service-centric and comprehensive value-centric family offices.

    Her expertise spans structuring of single family offices and multi-family offices, regulatory licensing and exemption, family investment guidelines, internal control and compliance manual, family constitutions, family council, hiring and compensation, internal hedge fund and private equity fund formation, management and administration, negotiations with private bankers, prime brokers, global custodians, execution brokers and administrators, and such charitable and philanthropic ventures as establishing and restructuring of charities.

    She also handles matters arising at different stages of a trust’s lifecycle, namely, creation of trusts and private trust companies, their management, restructuring and termination, and loan and acquisition transactions. She drafts complicated wills, enduring powers of attorney and handles other cross-border succession and tax issues and advises private banks and trust companies in the launch of new products and services that target ultra-high-net-worth families.

    Patricia is a Chartered Alternative Investment Analyst, Certified Tax Advisor, member of the Society of Trust and Estate Practitioners (and its Academy Community) and Certified Islamic Finance Executive. She also holds a STEP Certificate and Diploma in International Trust Management, STEP Advanced Certificate in Trust Disputes and Advanced Certificate and Diploma in Fund Administration.

    Patricia publishes widely and is a frequent speaker and press interviewee on the topic of “family office”. She is recommended in the 2017 edition of The Legal 500 Asia Pacific and listed in Who’s Who Legal: Private Client 2017. She is an Adjunct Associate Professor at the Faculty of Law of the University of Hong Kong and honorary fellow of the Asian Institute of International Financial Law. She is also Honorary Legal Adviser to the Legacy Academy of Hong Kong and an author with LawInContext and LexisNexis (where she is also on the editorial board for private wealth contents).

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    Education

    • University of Hong Kong, P.C.L.L., 2000
    • University of London, LL.B., 1999
    • University of London, M.Sc., 1997
    • University of Pittsburgh, B.A., summa cum laude, 1994

    Admissions

    • Hong Kong, 2009

    Memberships and Affiliations

    • Chartered Alternative Investment Analyst
    • Certified Tax Advisor
    • Member of the Society of Trust and Estate Practitioners
    • Certified Islamic Finance Executive

    Languages

    • English
    • Chinese (Cantonese)
    • Chinese (Mandarin)
    • Recommended in The Legal 500 Asia Pacific 2017 in Tax and Trusts, Hong Kong.

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    Publications

    • Spiritual Capital and Family Office,” Offshore Investment Magazine, September 2017. 
    • “Do Chinese UHNW need Western financial services?” Citywealth, July 2017.
    • “Archangel Investors,” Offshore Investment Magazine, April 2017.
    • “Family offices eye new areas of investment,” Asian Investor, March 2017.
    • “The Right Structure: Building Asian Family Offices,” Campden FB, February 2017.
    • “Family Office Trio – The Greater China Landscape,” Offshore Investment Magazine, February 2017.
    • “Eastern promise: The rise of family offices in the Middle East and Southeast Asia,” Bloomberg Professional, December 2016.
    • “New Dimension to Family Office Success,” Squire Patton Boggs Client Alert, September 2016.
    • “The Middle East Backdrop,” Banker Middle East Magazine, August 2016.
    • “Guide to Emerging Market Fixed Income,” June/July 2016.
    • “Private Client Interview,” Citywealth, April 2016.
    • “60-second interview with STEP,” STEP, March 2016.
    • “Family Office,” Campden Wealth, March 2016.
    • “Family Office Fortune,” STEP Journal, Feb 2016.
    • “Future Prospects for Family Offices in Asia,” WealthBriefing, Dec 2015.
    • “Fortune Rookie,” Private Client Adviser Journal, Dec 2015.
    • “Private Trust Company and Family Office,” Orangefield Annual Report, 2015.
    • “Model is slow to find its feet,” South China Morning Post, Sept 2015.
    • “Family Office,” Capital Entrepreneur Magazine, July 2015.
    • “Formulating a Family Philosophy,” Asian Investor, June 2015.
    • “Preserving the Wealth of the Rich in SAR,” China Daily, May 2015.
    • “The Family Office,” Offshore Investment Magazine, May 2015.
    • “Four Trends that Shape the Future of Chinese Wealth Planning Market,” Orangefield Annual Report, 2014.
    • “Family Offices, Families and their Relationship with Private Banks,” MetroRadio Hong Kong, November 2014.
    • “Family Office from East to West,” STEP Journal, November 2014.
    • “Acts on Succession,” Prestige Magazine, October 2014.
    • “A Better Family Office,” STEP Journal, October 2014.
    • “Russian Capital Heading to Singapore through Hong Kong,” Oriental Daily, June 2014.
    • “Regulatory Landscape of Global Family Office,” Offshore Investment Magazine, May 2014.
    • “Global Tax Management for Family Offices” (in Chinese), Economic Herald, January 2014.
    •  “Key Questions to Ask When Setting Up a Family Office,” Family Office Review, January 2014.
    • “China’s Ultra-Rich Seeking Family Office,” Straits Times, January 2014.
    • “Comparison of Chinese and Western Family Offices” (in Chinese), Economic Herald, December 2013.
    • "Chinese Style Family Office," Offshore Investment Magazine, September 2013.
    • "Tax Management for Family Office," STEP Journal, July 2013.
    • "Meeting of Minds," STEP Journal, April 2013.
    • "Family Fortunes," STEP Journal, February 2013.
    Presentations

    • STEP Global Congress, Vancouver, September 2018. 
    • STEP Asia, Singapore, November 2017.
    • Asian Family Wealth Forum 2017, Singapore, November 2017.
    • Private Wealth Management APAC Summit, Macau, November 2017.
    • Certificate in Compliance & Risk Management for Private Wealth Management Professionals, September 2017.
    • UBS Great Wealth Academy APAC − Intergenerational Wealth Transfer, September 2017. 
    • Cross-Border Planning for the Private Client Asia, Singapore, August 2017
    • STEP Israel, June 2017.
    • Private Client Planning for the Global Citizen, Dubai, May 2017.
    • Transcontinental Trusts Bermuda, May 2017.
    • China Entrepreneurs Family Succession Convention, Jiangyin, April 2017.
    • UBS Great Wealth Academy APAC − Intergenerational Wealth Transfer, February 2017.
    • Offshore Investment Conference, Singapore, January 2017.
    • 2017 Zhisland New Year Forum, Xishuangbana, December 2016.
    • Certificate in Compliance & Risk Management for Private Wealth Management Professionals, December, 2016.
    • CreditEase Family Office Seminar, December 2016.
    • Investec London Family Office Seminar, November 2016.
    • STEP Asia Conference, November 2016.
    • Offshore Trust Conference, Taiwan, October 2016.
    • Investec Family Office Seminar, September 2016.
    • BNY Mellon Family Wealth Symposium, September 2016.
    • Senior Family Legacy Planner Programme, August 2016.
    • Planning for the Super-Rich Conference, London, July 2016.
    • STEP Global Congress, Amsterdam, June 2016.
    • 7th Offshore Investment Conference, June 2016.
    • LawInContext Programme on Cross-Border Private Banking, May 2016.
    • Victory Financial Group Seminar, March 2016.
    • Legacy Academy Seminar, March 2016.
    • Tax Planning & Risk Management for Chinese HNWIs & HNW Entrepreneurs organised by Shine Media, Shanghai, January 2016.
    • Morgan Stanley Global Alternative Investment Conference, January 2016.
    • Asian Private Banking and Family Office Summit, November 2015.
    • Talks co-organised with Orangefield Group on “Offshore Trusts and US Immigration” October 2015.
    • AXA Summit Clients Feature Talk Series, August and October 2015.
    • Hong Kong Chapter of the Society of Trust and Estate Practitioners Client Seminar, July 2015.
    • Private Banking & Family Office Summit Asia, June 2015.
    • 6th Offshore Investment Conference, June 2015.
    • China Private Client and Family Office Summit, June 2015.
    • Transnational Tax Network Conference, February 2015.
    • Credit Suisse Family Office Forum, July 2014.
    • Taxation Institute of Hong Kong, July 2014.
    • Offshore Investment Conference, June 2014 .
    • China Resources Trust Company Client Forum, June 2014.
    • Chartered Alternative Investment Analyst Association – A Peek Inside the Asian Family Office, April 2014.
    • Offshore Investment Conference, June 2013.
    • Many other presentations to private banks and trust companies (both in Hong Kong and overseas). 

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