Sean Wang

Practice Areas

跨境家族财富管理、境内股权家族信托、离岸家族信托、资金跨境流动、税务合规及争议解决、慈善规划法律服务等

Legal services including: cross-border family wealth management, domestic equity family trusts, offshore family trusts, cross-border fund flows, tax compliance and dispute resolution, and philanthropy planning.

Career

2019-2026 北京大成律师事务所合伙人

2019–2026 Partner, Beijing Dacheng Law Offices, LLP

Professional Memberships

律师

PRC Attorney at Law

国际信托及财富管理从业资格（TEP）

International Trust and Wealth Management Professional Qualification (TEP)

Publications

1.2023年，王旭律师出版国内首部非译著离岸信托法律实务专著--《离岸信托理论与实务》，本书不仅填补了国内在这个领域的空白，更对于国内高净值客户设立离岸信托具有重要的参考价值，还进一步提升了境内相关从业者的专业水平和服务能力，一经出版，就收获了广泛的关注和赞誉。

2.《钱伯斯高净值指南2024-中国私人财富领域常见法税纠纷的趋势与应对》

3.《钱伯斯高净值指南2025—中国私人财富法律观察：跨境高净值家庭的财富风险、防范方案及需求趋势》

4.《钱伯斯2025年全球税务指南（中国篇）》

5.Cross-Border High Net Worth Families: Wealth Disputes, Preventive Solutions and Emerging Needs

1.In 2023, Wang Xu published China’s first non-translated book on offshore trust law and practice, Offshore Trusts: Theory and Practice. This book not only fills a gap in the domestic market but also serves as an important reference for high-net-worth individuals in China who wish to establish offshore trusts. It further enhances the professional level and service capabilities of domestic practitioners in this field. Upon its publication, the book garnered widespread attention and praise.

2.Chambers High Net Worth Guide 2024: Trends and Responses to Common Legal and Tax Disputes in China’s Private Wealth Sector

3.Chambers High Net Worth Guide 2025: Legal Observations on China’s Private Wealth – Wealth Risks, Prevention Plans and Demand Trends for Cross-border High Net Worth Families

4.Chambers Global Tax Guide 2025 (China Chapter)

Cross-Border High Net Worth Families: Wealth Disputes, Preventive Solutions and Emerging Needs

Personal

王旭（Sean Wang）律师是国际财富管理、信托、税务领域备受推崇的顶尖专家，现任大成律师事务所金融行业委员会全球资产安全法律中心主任，并担任STEP国际信托与资产规划学会中国区理事及多家全球知名金融机构的核心法律税务顾问。凭借其卓越的学术背景、跨领域专业资质与丰富的实务经验，王旭律师已成为高净值客户与金融机构在复杂信托、税务规划与跨境合规事务中不可或缺的战略伙伴。

一、专业地位与行业影响力

王旭律师深耕境内外家族信托、税务合规、资金跨境流动及慈善规划等尖端领域，其专业能力获国际权威机构持续认可。他不仅是《钱伯斯高净值指南》连续多年推荐的“私人财富法”领域杰出律师，还受邀为《钱伯斯全球税务指南》独家撰写中国章节，深度洞察中国私人财富领域的法律趋势与解决方案。作为STEP学会全权会员（TEP）及中国区理事，他多次在国际顶级期刊（如STEP Journal）发表行业前沿观点，推动跨境财富管理理论与实践的创新融合。

二、学术积淀与思想领导力

王旭律师的学术造诣为其实务工作注入深厚底蕴。他曾获国家全额奖学金公派赴英研习信托法与跨境财富管理，以一等荣誉成绩获法学硕士学位，并出版国内首部非译著离岸信托实务著作《离岸信托理论与实务》，填补了行业空白。此外，他受聘担任北京科技大学硕士生导师、并为清华大学、人民等高校授课，担任多家国家级媒体与核心期刊的专家评论员，持续输出前瞻性政策解读与行业洞察。

三、实务专长与标杆案例

王旭律师带领团队以“全体系知识储备+精准落地能力”为核心竞争力，擅长为超高净值客户与金融机构提供端到端的综合解决方案。其代表性案例包括：

- 税务领域：为外资企业提供税务争议解决，挽回损失1.45亿元；为多个明星、上市公司实控人等公众人物完成税务合规建设

- 家族信托：为头部银行设计首单股权家族信托框架，主导6.97亿元规模信托项目，并在房地产、制造业、上市公司等领域成功落地创新信托架构；为多个上市公司实控人落地离岸信托、境内股票信托

- 跨境业务：为多个客户设计资产跨境综合架构，申请外汇批文

-中国银行总行、浦发银行总行、中信银行总行等多家总行私行法律顾问、特聘法税讲师

四、客户认可与荣誉成就

王旭律师的服务成果获得市场广泛验证。其客户涵盖20余家顶级金融机构（如中国银行、汇丰银行、浦发银行总行等）及多位知名企业家，并连续多年获评《商法》“行业专家”、The Legal 500特别推荐律师、亚太财富论坛“首席财富顾问TOP50”等荣誉。在2023-2024年国际私人财富管理论坛中，其团队更连续荣获“中国大陆最佳高净值人士法税团队”奖项，彰显了其在高端财富管理领域的领先地位。

五、社会责任

王旭律师积极参与慈善事业，为上市公司及高净值家庭设立了多个慈善基金与慈善信托的同时，捐赠设立了两个慈善信托，善款用于动物保护事业与信托制度建设。他同时担任北京爱它动物保护基金会监事与总法律顾问。

Attorney Sean Wang is a highly respected leading expert in international wealth management, trusts, and taxation. He currently serves as Director of the Global Asset Security Law Center within the Financial Industry Committee at Dacheng Law Offices, holds the position of Council Member for China at STEP (The Society of Trust and Estate Practitioners), and acts as core legal and tax counsel for multiple globally renowned financial institutions. With his distinguished academic background, cross-disciplinary professional qualifications, and extensive practical experience, Attorney Wang has become an indispensable strategic partner for high-net-worth clients and financial institutions navigating complex trusts, tax planning, and cross-border compliance matters.

I. Professional Standing and Industry Influence

Sean Wang specializes in cutting-edge areas including domestic and international family trusts, tax compliance, cross-border capital flows, and charitable planning. His expertise has earned consistent recognition from international authorities. He has been repeatedly recommended as an outstanding lawyer in the “Private Wealth Law” category by Chambers High Net Worth Guide and was invited to exclusively author the China chapter for Chambers Global Tax Guide, offering deep insights into legal trends and solutions within China's private wealth sector. As a Full Member (TEP) and China Council Member of STEP, he has published cutting-edge industry perspectives in premier international journals such as the STEP Journal, driving the innovative integration of cross-border wealth management theory and practice.

II. Academic Accomplishments and Thought Leadership

Attorney Sean Wang's scholarly achievements provide a profound foundation for his practice. He received a full national scholarship to study trust law and cross-border wealth management in the UK, earning a Master of Laws degree with First Class Honors. He authored China's first non-translated practical guide on offshore trusts, Theory and Practice of Offshore Trusts, filling a significant gap in the industry. Additionally, he serves as a Master's supervisor at the University of Science and Technology Beijing and lectures at prestigious institutions including Tsinghua University and Renmin University. As an expert commentator for multiple national media outlets and core journals, he consistently delivers forward-looking policy analysis and industry insights.

III. Practice Expertise and Benchmark Cases

Attorney Sean Wang leads his team with “comprehensive knowledge reserves + precise implementation capabilities” as core competencies, specializing in delivering end-to-end integrated solutions for ultra-high-net-worth clients and financial institutions. Representative cases include:

- Taxation: Resolved tax disputes for foreign enterprises, recovering losses of RMB 145 million; completed tax compliance frameworks for multiple celebrities, listed company controlling shareholders, and other public figures

- Family Trusts: Designed the first equity family trust framework for a leading bank, spearheaded a RMB 697 million trust project, and successfully implemented innovative trust structures across real estate, manufacturing, and listed companies; established offshore trusts and domestic stock trusts for multiple listed company controlling shareholders

- Cross-Border Business: Designed comprehensive cross-border asset structures for multiple clients and secured foreign exchange approvals

- Served as legal counsel for private banking divisions at multiple head offices including Bank of China, Shanghai Pudong Development Bank, and China CITIC Bank; appointed as special legal and tax lecturer

IV. Client Recognition and Honors

Attorney Sean Wang's service outcomes have gained extensive market validation. His client roster includes over 20 top-tier financial institutions (such as Bank of China, HSBC, and SPDB Head Office) and numerous prominent entrepreneurs. He has been consecutively honored as a “Industry Expert” by China Business Law Journal, a “Special Recommendation Lawyer” by The Legal 500, and ranked among the “Top 50 Chief Wealth Advisors” by the Asia Pacific Wealth Forum. At the 2023-2024 International Private Wealth Management Forum, his team was consecutively honored as “Best High Net Worth Legal and Tax Team in Mainland China,” underscoring his leadership in high-end wealth management.

V. Social Responsibility

Attorney Sean Wang actively engages in philanthropy. While establishing multiple charitable funds and trusts for listed companies and high-net-worth families, he has personally donated to set up two charitable trusts dedicated to animal protection and trust system development. He also serves as Supervisor and General Counsel for the Beijing Love It Animal Protection Foundation.

Recommendation Conclusion

With his unique international perspective, cross-disciplinary collaboration capabilities, and deep understanding of local policies, Attorney Sean Wang consistently delivers integrated “legal + tax + financial” solutions to clients. As the wealth management industry advances toward compliance and globalization, he serves not only as a provider of professional services but also as a long-term value-co-creation partner for clients. For high-net-worth individuals and institutions seeking wealth security, tax compliance, succession planning, and cross-border strategies, Attorney Sean Wang is undoubtedly a trusted authority.

Clients

1.银行

（1）中国银行总行及各分行

（2）浦发银行总行及各分行

（3）交通银行总行及各分行

（4）中信银行总行及各分行

（5）汇丰银行环球私人银行

（6）工商银行总行及各分行

（7）建设银行总行及各分行

2.保险机构

（1）交银人寿

（2）太平人寿

（3）泰康保险

（4）中银三星人寿

（5）平安保险

3.个人客户

（1）国内某知名汽车零件制造企业负责人

（2）某高净值个人H

（3）某集团公司实控人Y家族

（4）A股上市公司实控人C总

(Partial Display Only)

Banks

(1) Head Office and all branches of Bank of China

(2) Head Office and all branches of Shanghai Pudong Development Bank

(3) Head Office and all branches of Bank of Communications

(4) Head Office and all branches of China CITIC Bank

(5) HSBC Global Private Banking

(6) Head Office and all branches of Industrial and Commercial Bank of China

(7) Head Office and all branches of China Construction Bank

Insurance Institutions

(1) BOCOM Life Insurance Co., Ltd.

(2) Taiping Life Insurance Co., Ltd.

(3) Taikang Insurance Group

(4) Bank of China Samsung Life Insurance Co., Ltd.

(5) Ping An Insurance (Group) Company of China, Ltd.

Individual Clients

(1) Principal of a well-known domestic auto parts manufacturing enterprise

(2) High-net-worth individual H

(3) The Y Family, actual controller of a group company

(4) General Manager C, actual controller of an A-share listed company

Industry Sector Expertise

1、财富传承：为某上市公司实控人提供传承规划与婚姻财富保护服务；为某实控人提供个人及企业跨境资金流动及财富传承服务；为互联网上市公司实控人提供代持关系升级—自然人民事信托服务。

2、离岸信托：为某汽车零部件公司实控人提供离岸信托设立服务；为某影视公司大股东提供离岸信托设立服务；

3、家族信托：为房地产类企业提供股权家族信托设立服务；为中大型制造业企业提供股权家族信托服务；为某上市公司实控人提供股票家族信托设立顾问服务；为某境外上市公司实控人提供离岸信托法律服务；为某企业家提供遗嘱信托服务；

4、企业治理：为某大型集团企业提供企业治理法律服务；为某企业开展企业法律税务体检与优化服务；

5、税务优化：为文娱行业明星提供税务合规服务；为某互联网+制造业企业提供税务优化服务；为某外资企业提供税务争议解决服务（为客户挽回1.45亿损失）；

6、跨境服务：为某汽车企业搭建企业及个人资金跨境结构；为某个人提供移民财产换汇申请法律服务（3亿出境额）；为某上市公司实控人提供离岸信托法律服务；

7、慈善规划：为某上市公司客户提供慈善基金、慈善信托设立法律服务；为多个企业家客户设计家族慈善整体规划法律方案。

1. Wealth Succession

Providing inheritance planning and marital wealth protection services for the actual controller of a listed company;

Offering cross-border fund flow and wealth inheritance services for the individual and enterprise of an actual controller;

Upgrading the proxy relationship for the actual controller of an internet listed company through a natural person civil trust service.

2.Offshore Trusts

Provided offshore trust establishment services for the ultimate beneficial owner of an automotive parts company.

Provided offshore trust establishment services for the major shareholder of a film production company.

3. Family Trusts

Establishing equity family trust services for real estate enterprises; providing equity family trust services for medium and large-sized manufacturing enterprises;

Offering advisory services for the establishment of stock family trusts for the actual controller of a listed company;

Delivering offshore trust legal services for the actual controller of an overseas listed company;

Furnishing testamentary trust services for an entrepreneur.

4. Corporate Governance

Provided corporate governance legal services for a large group enterprise.

Conducted corporate legal and tax health checks and optimization services for a certain enterprise.

5. Tax Optimization

Provided tax compliance services for celebrities in the entertainment industry.

Provided tax optimization services for a "Internet+Manufacturing" enterprise.

Provided tax dispute resolution services for a foreign-invested enterprise (recovering a loss of 145 million RMB for the client).

6. Cross-Border Services

Establishing a cross-border financial structure for both corporate and personal funds for an automotive enterprise;

Providing legal services for immigration property exchange applications for an individual (with an outbound quota of 300 million);

Offering offshore trust legal services for the actual controller of a listed company.

7. Philanthropic Planning

Provided legal services for the establishment of charitable funds and charitable trusts for a listed company client.

Designed comprehensive legal charitable planning solutions for multiple entrepreneur clients.

Expert in these Jurisdictions

中国大陆、香港、美国、澳大利亚、加拿大、英国

Chinese mainland, Hong Kong, the United States, Australia, Canada, the United Kingdom

Languages Spoken

汉语、英语

Chinese, English

Experience

2019-2026 北京大成律师事务所

2019–2026 Beijing Dacheng Law Offices, LLP

Education

Awards