Designed and implemented China’s first family trust integrating non-listed company equity and a family foundation model for the controlling shareholder of a well-known private enterprise, and served as the client’s long-term family legal advisor.

Structured and established China’s first high-asset-protection family trust based on corporate equity for the actual controller of an IT company, acting as family legal advisor.

Provided cross-border family wealth structuring services to multiple clients with U.S. and Canadian citizenships, involving inheritance planning, trust structures, and tax compliance.

Designed and implemented a dual-layer insurance trust and special needs trust plan for a family with a member experiencing cognitive disability.

Developed customized family trust and civil wealth planning solutions for entrepreneurs, including: marriage asset support trusts for children, pre-marital personal asset protection trusts, long-term business inheritance structures, and nominee ownership risk-prevention frameworks.

Provided long-term, customized family wealth succession strategies for major banks, insurance companies, and trust institutions, supporting their VIP clients with differentiated legal and tax planning services.

With over a decade of experience in family wealth legal services, Shumei has held senior roles at top-tier trust companies, private banking headquarters, and boutique wealth management institutions in Shanghai. She has served hundreds of ultra-high-net-worth Chinese families, specializing in the legal structuring of family wealth succession, tax optimization, and family governance planning.

She has hands-on experience in the end-to-end design and implementation of a wide range of trust products, including equity-based family trusts, cash trusts, insurance trusts, and special needs trusts. She excels at integrating legal, tax, and governance frameworks to help clients achieve stable intergenerational wealth transfer, risk insulation, and the preservation of family legacy values.

Shumei holds a Chinese legal practice license as well as multiple financial professional qualifications, including certifications in banking, securities, insurance, and futures. With a combined legal and commercial background, she brings a unique interdisciplinary perspective to her practice.

She is currently an Affiliate Member of STEP Canada (Society of Trust and Estate Practitioners), and is committed to delivering compliant, professional, and efficient cross-border family wealth solutions for global Chinese families.

Shumei has been invited as a speaker at over 100 high-end forums and professional training events across China, sharing practical insights on family trusts and succession planning. She is also a core contributor to the professional book The Art of Defending and Growing Family Wealth, which promotes the localization and practical development of trust systems in China.

Master’s degree in Civil and Commercial Law from Zhongnan University of Economics and Law.