Jun Zhang

Practice Areas

Attorney Jun ZHANG specializes in providing legal services on family (corporate) governance and wealth management and has extensive research and practical experience in the family (corporate) top-level structure design and domestic and overseas family trust planning. As the demand for the family constitution and family governance services from many wealthy families gradually emerge, he has taken “family strength enhancement” as a new practice direction, focusing more on the family constitution, charity, social values, and ESG, and continuously exploring the blue ocean of family wealth management.

In recent years, the team’s ability to design, optimize and execute overall solutions has enabled it to establish close partnerships with a number of private banks, trust companies, insurance institutions, family offices, tax institutions and other family wealth management service providers, which strongly guarantees the provision of professional legal and tax planning services and support to clients and has been well received by them.

Professional Memberships

Attorney ZHANG joined the Society of Trust & Estate Practitioners (STEP) in October 2021.

Publications

Logical Restatement: Integrated Solution for Family Wealth Management

Dialogue on Family Top-Level Structure: 27 Lessons on Integrated Solution for Family Wealth Management

Dialogue on Private Wealth Management: 21 Practical Cases of Wealth Family Protection, Management and Inheritance

Dialogue on Family Trust: 21 Practical Cases of Customizing Trust for Wealth Family

Family Trust: Construction and Application in a Global Perspective

The Chinese Family Office: Family (Enterprise) Protection, Management and Inheritance

Personal

Attorney Jun ZHANG is a senior partner of Dacheng Law Firm, and the leader of Dacheng Family Office Business Center. The Dacheng Family Office Business Center is a key segment of Dacheng’s specialization reform and is committed to becoming the leading provider of family office services in the Chinese legal industry.

Attorney ZHANG has been deeply involved in the field of private client / wealth management and has received numerous honours. For two consecutive years, he has been ranked as Band 1 in “Private Client / Wealth Management” area by Chambers. Moreover, he has also been ranked as Band 1 of the Chambers High Net Worth Guide 2021-2023 and has been awarded “Private Client, the Lawyer of the Year” by China Law & Practice, and been named the Leading Light in “Private Client / Wealth Management” area by LEGALBAND.

With a continually rigorous attitude, he put forward an active introduction of related business concepts, tools, and others to promote the development of the entire industry, combining deep thinking with adequate research. As early as 2013, attorney ZHANG first proposed the concept of family attorney at the National Forum of All China Lawyers Association and then published a book detailing the family office, an important institution in the family wealth management field. He also redefined the complete concept of the family trust, an important structural tool, which opened a window for attorneys aimed to be engaged in the field to gain in-depth knowledge, thus promoting the expansion of the legal services market.

Attorney ZHANG has been invited to participate in many seminars related to family trusts and wealth management, and has delivered a number of keynote speeches, expressed unique insights on forward-looking issues in the industry. He has put forward new ideas on the innovation and optimization of trust governance and ownership structure, and prejudged the future trend of family trusts. Based on the future development of the industry, he emphasized the importance of trust culture, and proposed that “when we start from the perspective of concern for Chinese society, we can discover the functional value and emotional value of family trust, and achieve everyone’s best wishes.”

Work Highlights

Attorney Jun ZHANG’s representative cases including but not limited to:

Collaborated with CITIC Trust Co., Ltd. on product development and jointly developed FGT/NRT trust planning services for US/Canadian beneficiaries with CITIC Trust and CITIC Bank. The team was among the first in China to provide FGT/NRT trust planning services;

Providing overall solution services covering family enterprises, families and core family members for a well-known domestic mining enterprise (ranking first in market segment);

Establishing cross-border ownership structures for many family enterprises, as well as planning and setting up domestic and overseas family trusts;

Participated in the planning and establishment of dozens of charitable trusts, and acted as a supervisor for a number of charitable trusts;

Providing crisis resolution services for a number of families and family businesses;

Experience

During his 25 years of practice, in the early time, attorney ZHANG focused on corporate law. With keen industry insight, he led the team to turn to the business field of private wealth management and family enterprise governance since 2010 and promoted the team’s rapid development in this emerging field with great foresight and progressive enthusiasm.

Over years, he has accumulated a good reputation in the field of private wealth by his excellent business ability and has handled numerous complex and difficult projects.

One of the advantages of Attorney Jun ZHANG lies in providing cross-border overall solutions for families, family businesses, and family members. Not only does he have the ability to provide solutions, but he also has the ability to implement them. He can provide clients with full-process service guarantee and support, from handling personal wealth management affairs of family members to designing and optimizing the top-level structure of the family (enterprise), and to providing services for the overall improvement of the family's strength. Many clients have established long-term trust relationships with Attorney Jun ZHANG.

At the same time, Attorney Jun ZHANG has strong practical research ability. Based on past service experience, he has summarized multiple practical service models, which have been highly recognized by the industry and adopted by many private banks, trust companies, and insurance companies as their business guidelines.

Education

Awards