Sofia specialises in using trust structures, private trust companies and family offices to help high net worth families achieve family succession and estate planning objectives. She also assists clients with designing and implementing structures for investments in US real estate.
Sofia joined MaplesFS in 2016. Prior to joining MaplesFS, Sofia was a US tax lawyer at Squire Patton Boggs in its Hong Kong office. Whilst at Squire Patton Boggs, Sofia advised high net worth clients with US family members on creating offshore trusts, trust restructuring, family succession planning, charitable giving and US estate, gift and income tax matters.
University of Rochester, USA, B.A. (Economics), 2004.
University of Miami, School of Law, USA, Juris Doctor, 2008.
Georgetown University Law Center, USA, Master of Laws, Taxation, 2009.
Mandarin, Shanghainese and English.
Professional / Civic Activities
Attorney at law of New York State.
Member of the New York State Bar Association - Tax Section.
Member of the American Bar Association - Estate and Gift Tax Committee.
Affiliate of the Society of Trusts and Estate Practitioners.
Areas of Expertise
Trust & Private Client Services.
Our clients benefit from experienced professionals in key international financial centres.