Richard has more than 22 years’ post qualification experience in a wide variety of areas predominantly with a focus on private client and private wealth.
Richard’s experience includes working in the following areas:
- Trust establishment, restructuring and administration
- Special trusts i.e. BVI VISTA and Cayman STAR trusts.
- Private trust companies
- Estate administration
- Succession planning
- Family governance
- Regulatory law especially concerning trust and corporate service providers and economic substance
- Risk management for trust companies
- Family office
- Use of corporate vehicles by private clients/ family offices both for asset holding and succession planning
- Due diligence of existing structures and service providers
- Collective investment funds – particularly unit trusts
- Employee benefit trusts
Richard is an active member of many organisations:
- STEP
o Immediate past chair of the HK branch; member of Executive Committee; chair of Legislation and Regulatory Sub-committee
o Member of global steering committee for Business Families Special Interest Group
o Deputy chair of global steering committee for International Client Special Interest Group
- Hong Kong Trustees Association
o Lecturer for Trust Training Certificate
- International Bar Association
- Inter-Pacific Bar Association
- Family Firm Institute
- International Fiscal Association
- Hong Kong Institute of Directors
- Academician of the International Academy of Estate and Trust Law
- Investment Migration Council
- Certified Anti-money Laundering Specialist
- Lecturer on family offices