Jacqueline Shek

Executive Director, Trust Services

ZEDRA

Profile:

Jacqueline is a Certified Trust Practitioner (CTP – HKTA), a Trust & Estate Practitioner (TEP), a lawyer and a Chartered Accountant with over 20 years of specialised experience in tax, trust & private wealth structuring. Jacqueline has extensive experience working with families, professional advisers, banks and trustee companies in setting up, administering, restructuring and defending private trust and charitable arrangements. Jacqueline started her career with a “Big 4” accounting firm in Australia. She relocated back to Hong Kong to join the tax and trust practice of an international law firm, where she was appointed as a Partner in 2006. Immediately before joining ZEDRA, Jacqueline was the global head of legal for one of the world’s leading bank-owned private trust businesses. Jacqueline currently serves as Chairman of the Hong Kong Trustees’ Association. She is a member of The Hong Kong Law Society and serves on its Working Group on Charities and Trust as well as the Revenue Committee. She has previously been recognised as a leading lawyer for tax and private client wealth management by Chambers Asia. She is recognised as “Global Elite” in Legal Week Private ClientGlobal Elite Directory 2019.

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Publications & Thought Leadership

Chinese Families & Wealth – Overcoming Key Governance & Estate Planning Challenges The connection between family and family business wealth in China is as deep as ever. By some estimates, family businesses in China are the most significant sector and contribute 70% of national GDP, employing around 75% of the nation’s workforce. It is therefore of vital importance to them and to t....

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