Erik Wallace
Latest Review
Peer review:
Erik Wallace is one of the foremost authorities on private client issues in Asia. He easily stands out amongst his U.S. tax and legal peers in Asia, displaying breadth and depth on his advisory for convoluted issues faced by UHNW families. He has also developed a strong reputation as a trusted advisor to a myriad of other private wealth matters in addition to his U.S. tax expertise.
Erik has a highly astute approach in his dealings with clients and comes across as a practitioner who is knowledgeable, friendly, practical and easy to understand. His ability to dissect the most complex issues for clients in a manner that is easy to digest makes him excellent to work with for all clients of varying backgrounds.
Erik has a highly astute approach in his dealings with clients and comes across as a practitioner who is knowledgeable, friendly, practical and easy to understand. His ability to dissect the most complex issues for clients in a manner that is easy to digest makes him excellent to work with for all clients of varying backgrounds.
April Furnell - Citywealth
25 Apr 2019
Profile
Contact
Reviews
Peer review:
Erik Wallace is one of the foremost authorities on private client issues in Asia. He easily stands out amongst his U.S. tax and legal peers in Asia, displaying breadth and depth on his advisory for convoluted issues faced by UHNW families. He has also developed a strong reputation as a trusted advisor to a myriad of other private wealth matters in addition to his U.S. tax expertise.
Erik has a highly astute approach in his dealings with clients and comes across as a practitioner who is knowledgeable, friendly, practical and easy to understand. His ability to dissect the most complex issues for clients in a manner that is easy to digest makes him excellent to work with for all clients of varying backgrounds.
Erik has a highly astute approach in his dealings with clients and comes across as a practitioner who is knowledgeable, friendly, practical and easy to understand. His ability to dissect the most complex issues for clients in a manner that is easy to digest makes him excellent to work with for all clients of varying backgrounds.
April Furnell - Citywealth
25 Apr 2019
Peer review:
Erik Wallace is one of the best experts for US advice in Asia. He is excellent with clients and is able to articulate complex issues in a clear and engaging way. He is extremely well-versed on US tax issues, especially on US pre-immigration tax planning and on US expatriation matters.
Erik is a very thorough and competent professional who always puts client's best interest in mind and provides clients with practical advice. He is very well connected and has been able to collaborate professionally with other advisors when needed. He is very easy to work with and genuinely amicable about sharing knowledge even if it does not translate to immediate business.
Erik is a very thorough and competent professional who always puts client's best interest in mind and provides clients with practical advice. He is very well connected and has been able to collaborate professionally with other advisors when needed. He is very easy to work with and genuinely amicable about sharing knowledge even if it does not translate to immediate business.
April Furnell - Citywealth
25 Apr 2019
Peer review:
Erik has a great ability to explain and help navigate complex US related matters in a clear manner that is easy for Trustees and clients to understand. He always goes above and beyond what is expected of him when handling client matters which provides additional comfort to us and our clients. He is an excellent lawyer in this field.
Melanie Ison - Nerine Fiduciaries, Hong Kong
10 Sep 2018
Case Studies
Five country, wealth re-structuring of a family business to enable hand over
I am advising multiple branches of a wealthy Southeast Asian family regarding a restructuring of their wealth to enable a smooth transition of the family business to the next generation. This has involved the creation of nearly a dozen different trusts in five different jurisdictions.
Articles
Awards
Commendations
China and Hong Kong's Top 10 Professionals