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:27Lessons on Integrated Solution for Family Wealth Management

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

-Dialogue on Family Trust:21Practical 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, head of Family Office Industry Sector, and Leader of Trust, Estate and Wealth Preservation Practice Group of Dentons China Region. 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.

During his 23 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.

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.

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.

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:

Providing overall solution services covering family enterprises, families and core family members for many well-known domestic enterprise .

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

Family trust planning services for FGT/NRT involving U.S./Canadian tax residents and advising on tax planning matters.

Assisting Mr. D in formulating comprehensive asset division solutions and family wealth succession solutions (involving assets of approximately RMB 8 billion).

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

Assisting Ms. L in making a gift, establishing a domestic family trust, and concluding a will, living will, guardianship agreement, testamentary execution agreement and other complete will arrangement documents (involving assets worth about RMB 6 billion).

Expert in these Jurisdictions

China

Languages Spoken

Chinese

Education

Awards