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).