Vivian is the Associate Director of the Business Development Department of Sovereign Trust (Hong Kong). She graduated from the University of California, USA, majoring in Finance, Real Estate, and Law.
Vivian has many years of experience in managing offshore assets for high-net-worth clients. Before joining Sovereign, she worked in an independent trust company as a trust advisor. She also provided jumbo life insurance consultation and solutions at brokerages in both United States and Hong Kong.
Through comprehensive on-the-job training, Vivian provides holistic wealth management advice for clients with diverse backgrounds through different tools, including offshore family trusts and insurance. She also specializes in pre-IPO trust planning, employee benefit trusts and private family wealth’s inheritance and protection.