Cynthia Lee

Location: Hong Kong China

I have over 30 years of experience in private client field, focusing on estate planning, tax and trust work and in working with families, principals and single family offices on generational succession planning.

I am qualified as a lawyer in both Hong Kong and in the UK and have practiced for 12 years in tax and trust.

I then joined JPMorgan Private Bank and subsequently HSBC Private Bank. In both roles, I head up the Asia wealth advisory team and trust company in offering clients and families a holistic suite of planning solutions from tax and estate planning, wills and trust to family governance process and facilitation, philanthropy advisory and charities/foundation administration and in setting up family offices and related advisory matters.

I am currently heading up a single family office based in Hong Kong.

I am an experienced business operator with expertise in private client services and have a track record of success in leadership, business development, motivating sales and in driving change in an established organization.

I enjoy building successful teams and am passionate about supporting the local community.