Recently, the Executive Director of King&Capital Law Firm's Family Trust Legal Affairs Center and Senior Tax Law Consultant of King&Capital Law Firm, Ms. Gao Huiyun, was awarded the STEP Full Member status through the expert path to obtain the TEP title after the professional qualification review by STEP's Membership Qualification Review Committee.
Gao Huiyun, Professor of Tax Law, Senior Tax Law Advisor of Beijing King&Capital Law Firm, Full Member of the International Society of Trust and Asset Planning (TEP), Executive Director of King&Capital Family Trust Legal Affairs Center, and Member of the Wealth Management Law Committee of Beijing Lawyers Association. Mr. Gao has profound attainments in the field of wealth management, family trust and its tax-related business, and is not only proficient in Chinese tax laws, but also in the tax laws of the United States, Canada, Australia, the United Kingdom, Singapore and other countries in the area of wealth management, and serves (ultra-) high net-worth clients in a number of countries and regions including but not limited to the United States, Canada, Australia, the United Kingdom, Japan, Singapore, New Zealand, Italy, Hong Kong, China, Macau, China and the United States. It has served (ultra-high net worth) clients in many countries and regions, including but not limited to the United States, Canada, Australia, the United Kingdom, Japan, Singapore, New Zealand, Italy, Hong Kong, Macao and Taiwan. For the head office of large state-owned banks and the head office of national banks, private banks, trust companies, insurance companies and other financial institutions and more than a hundred (ultra) high net worth clients to provide family members tax identification and planning, domestic and foreign investment tax support, CRS compliance planning, offshore family trust tax-related services, foreign beneficiary family trust tax-related services, tax-related services for the inheritance of family wealth within the country and abroad, the design of domestic and foreign equity structure and tax planning, domestic and foreign family enterprise design and tax planning, tax-related services for family business. and tax planning, domestic and foreign family business tax risk detection and planning, tax consulting, legal and tax training and other services, and successfully help them to prevent tax risks and achieve good tax planning results. In terms of legal research, Mr. Gao has not only written articles and interviews for a number of publications for a long time, but also published a number of books, such as “Family Taxation and Identity Planning Practice for High Net Worth Individuals”, “Family Trust Jurisprudence and Case Study”, “Tax Planning for Financial Innovative Businesses”, “Research on Asset Securitization Jurisprudence and Practice”, and so on.
About STEP
STEP (The Society of Trust and Estate Practitioners) is a global professional society comprised of practitioners specializing in family succession and planning. STEP has long been committed to raising public awareness of issues related to the field of family trusts and wealth succession planning, as well as to promoting the development of practitioners within the Society and the establishment of high-level professional standards. STEP was founded in 1991 and is headquartered in London, England. Currently, there are approximately 22,000 members worldwide in 104 countries and regions, and is widely recognized by governments and international organizations. STEP members work with families of all types to plan for the future, including the drafting of wills, issues surrounding international families, family businesses and charitable donations, etc. The most senior members of STEP are known as family trustees and wealth transfer planners (FTPs).
The highest level STEP members are called TEPs and are internationally recognized as senior experts in the field of international trusts, and there are currently fewer than one hundred TEP experts in mainland China.
Beijing King&Capital Law Firm partner lawyer Teng Jie, attorneys Zhang Yanfei, Wang Shuaifeng, Wei Dongda, also previously obtained STEP membership.
Teng Jie, Doctor of Laws from Nankai University, Partner Lawyer of Beijing King&Capital Law Firm, STEP Affiliate, International Anti-Money Laundering Practitioner, and Fund Practitioner Qualification. Mr. Teng's practice areas are wealth management, trust, banking, enterprise, finance, civil and commercial business, etc. He has served many banks, trust companies and other financial institutions for a long time, and has provided professional legal services covering the development of comprehensive family trust programs, review of investment and financing contracts, and review of financial product design and review, etc. He has also provided dozens of salon lectures for many financial institutions, and has provided legal services for dozens of trust financing projects, several fund management In addition, he has provided permanent legal counsel and special legal services for dozens of trust financing projects, several fund management companies' equity investment projects, several Pre-IPO legal due diligence projects, as well as employee shareholding and employee incentive projects. In addition, he has participated in the authorship of Family Trust Jurisprudence and Case Analysis, Asset Securitization Jurisprudence and Practice Research, and has published a number of research results.
Zhang Yanfei, Master of Laws from Nankai University, Lawyer of King&Capital Law Firm, STEP Affiliate, International Anti-Money Laundering Counselor. Mr. Zhang's practice areas are family wealth management, trust, banking, asset management, asset securitization business. He has provided top-level planning of family governance mechanism, design of family office and family trust scheme, drafting of family charters and trust documents, etc., for a number of domestic financial institutions and high-net-worth families; and he has provided asset management, due diligence, legal consulting, instrument review, etc., for a number of domestic and multiple financial institutions. He has also provided asset management, due diligence, legal counseling, document review and other legal services to many financial institutions in China. In addition, he has participated in the writing of Family Trust Legal Theory and Case Analysis and other books.
Wang Shuafeng, Master of Law from Nankai University, Lawyer of King&Capital Law Firm, STEP Affiliate, Tax Planner, International Anti-Money Launderer, has the qualification of Securities Practitioner and Fund Practitioner. Mr. Wang's practice areas are wealth management, tax planning, corporate compliance, etc. He specializes in family trust scheme design and implementation, insurance fund trust scheme design and implementation, family wealth risk identification and prevention, tax identification and planning, tax support for domestic and overseas investment, CRS compliance planning, tax risk diagnosis for family enterprises under the fourth phase of the Golden Tax System, contract law and tax review, daily tax consultation, and tax self-examination assistance for family enterprises, Tax Audit Response and Dispute Resolution, Legal and Tax Training. Mr. Wang has been engaged in domestic and international wealth management and tax-related legal services for a long time, and has provided legal and tax services to HNWIs in many countries and regions. In addition, Mr. Wang has participated in the writing of the book “Family Taxation and Identity Planning Practice for High Net Worth Individuals”.
Mr. Wei Dongda, Master of Laws (LL.M.) from the University of Bristol, is a lawyer of King&Capital Law Firm in Beijing, a STEP Affiliate, a director of STEP China (Head of Membership), a member of the European Union and the United States Alumni Association (EUSA) in the United Kingdom, and a member of EUSA in Beijing. Mr. Wei's practice areas are wealth management, dispute resolution, etc. He provides legal services for (ultra) high net worth clients, domestic and overseas family trust projects, charitable trust projects, cross-border investment projects such as the establishment of joint research institutes between Nankai University and Oxford University, etc. He also provides litigation, arbitration, and other non-litigation dispute resolution services, and provides special and year-round legal services for a number of financial institutions such as China CITIC Bank, China CITIC Trust, CITIC Trust, Industrial Trust and COFCO Trust. He has provided special and permanent legal counseling services for a number of financial institutions. In addition, she has participated in the writing of the book “Family Taxation and Identity Planning Practices for High Net Worth Individuals”.
About FTLAC
King&Capital Family Trust Legal Affairs Fiduciary Center (FTLAC) is one of the first institutions in mainland China to specialize in the research and practice of wealth management, especially the legal affairs of family trusts, and it is a team full of faith and craftsmanship with both theoretical and practical skills. FTLAC is a leading family trust legal service team in China, with not only cutting-edge theoretical research in the field of wealth management and the ability to develop various types of family wealth management solutions, but also rich domestic and overseas practical experience in the process of long-term cooperation with relevant organizations.
FTLAC has been deeply cultivating in the field of wealth management for more than ten years and has won many honors in the industry. This year, FTLAC was awarded the “Outstanding Law Firm of the Year” in the field of “Family Wealth Management” in the Commercial Law, and was awarded the title of “Best Family Trust Legal Service Institution” for consecutive years. FTLAC has developed comprehensive family governance and development, domestic and overseas wealth inheritance, family trusts and other service trusts (including but not limited to insurance trusts, equity trusts, employee equity incentive trusts, testamentary trusts, dual-participant trusts, special needs trusts, real estate trusts, debt trusts), family charities, legal and tax practice, with family and wealth management at the core. ), family charity, legal and tax business, corporate governance and corporate compliance, etc., which can provide clients with a full range of customized services in the areas of “people”, “family”, “enterprise” and “society”. We can provide clients with a full range of customized professional legal services to help high net worth clients achieve family continuity and long-term success.
