Advisory Board – Wealth Planning
Jessie’s diverse background in accounting, taxation, finance, law and psycho-counseling placed her in the right position of a family consultant helping private clients set up, restructure and maintain family wealth protection vehicles. Over the last 20 years she was the managing director of Family Advisory at a Swiss family-owned independent financial institution, and a senior wealth planner of a Swiss bank in Hong Kong, assisting families in structuring private trusts, foundations, private investment funds, insurance for the purposes of succession, M&A, IPO, PE investments. Jessie started her professional practices in international tax with a Big Four in Tokyo and Taipei prior to joining the private banking industry.
Jessie is a CPA of USA, Taiwan and China. She holds degrees of Master of Public Accounting from University of Texas at Austin, Master of Buddhist Studies and Master of Buddhist Counseling from HKU, LLB from Tsinghua University (Beijing) and BA in Taxation and Finance of National Chengchi University.