Jacol Pan
Expert for Overseas Listing and M&A (Canada)
Introduction
Sarah Guo
Expert in Citizenship Planning(China)
Introduction
Carus
American Expert in Listing(U.S.A)
Introduction
Albert Zhu
Expert in Overseas Asset Allocation
(Hong Kong)
Introduction
Green Wang
Expert in Tax Planning(China)
Introduction
Harry Sherratt
Expert in Top University Placement (UK)
Introduction
Jacol Pan
Expert for Overseas Listing and M&A (Canada)
Chinese-Canadian
Rich investment banking experience in Direct Capital PPL; authority on domestic investment banking
Founding principal of Shaanxi Equity Trust Service Center (formerly Xi’an Equity Exchange), the only non-state-owned equity exchange in China
Former shareholder of China Venture Capital Co., Ltd., the earliest venture capital institution in China
Participated in design and operation of listed transaction mechanism, full set of service tools and supporting financial products of the only national private equity exchange in China
Familiar with comprehensive application of international capital market and financial instruments; rich practical experience in equity investment, reorganization and acquisition, capital operation and listing counselling, etc.
Sarah Guo
Expert in Citizenship Planning (China)
CEO of a renowned immigration group in China
14 years’ experience in immigration planning, versed in laws and regulations of major immigration countries
Keeping close contact with governments of many immigration countries, and providing guidance on immigration & citizenship planning for VIP clients of private banks
Tailoring overseas identity from the aspects of tax, privacy, future career path, family welfare, wealth inheritance and long-term family development, and realizing perfect match between overseas identity and family wealth
Carus
American Expert in Listing (U.S.A)
Doctor of laws
Securities lawyer once responsible for IPOs on NASDAQ and NYSE, experienced in legal service of M&A and private placement
25-year experience in complex financial transactions
Years’ Wall Street experiences build a network of contacts including founders of large-scale investment banks and top experts serving as special councilors of SEC
A western lawyer with a profound understanding of China's national conditions
Special counsel of the Chinese government for 2008 Beijing Olympic Games
Albert Zhu
Expert in Overseas Asset Allocation
(Hong Kong)
PhD in finance of The University of Hong Kong
Director of CITIC M&A Fund Strategy Research Office
Senior analyst of BBVA
Senior analyst of Morgan Stanley
Having long been committed to the research of macro economy; his team Morgan Stanley Macro Research has won awards of Institutional Investor for 3 years in a row
His team respectively ranked the 1st, 3rd and 2nd of Institutional Investor in 2012, 2013 and 2014, and Albert himself won Macro-forecast Crystal Ball Award of Morgan Stanley
Long-term engagement in offshore assets management for state-owned enterprises, banks, insurance and trust agencies in China
Simultaneously managing billions of sovereign wealth fund
Green Wang
Expert in Tax Planning (China)
Co-founder of Huisuanzhang - a professional finance & tax outsourcing service platform
Deputy director of Business Model Research Center of Tsinghua University
Senior partner of China Tax Kexin Group
Distinguished lecturer of The China Certified Tax Agents Association
Software engineer, participating in R&D of GTS phase III
Harry Sherratt
Expert in Top University Placement (UK)
Master’s degree of University of Oxford
CEO and Co-founder of Meijin Tailored Tutorials
Training international teachers for many educational institutions; CIMA management accountant; his students once scored 9.0 for single element of IELTS and he has helped numerous Chinese students enter top schools in UK, USA, Canada, etc.
Former KPMG education consultant in London; keeping long-term cooperation with elite schools and financial institutions in Europe; providing full solutions of elite education for HNW clients of Ming•Family Office