Executive Director, Trust Services
Liza is a Trust & Estate Practitioner (TEP) and a Certified Public Accountant of the State of Washington, USA with over 20 years of experience in tax, trust and private wealth structuring.
Liza has abundant knowledge in the provision of wealth planning advice to high-net-worth individuals and families, as well as vast experience working with various professional advisers, banks, insurance intermediaries in setting up, administrating and restructuring different types of private trusts, charitable trusts and employee benefits trusts.
Liza has worked for a “Big 4” accounting firm in its Hong Kong, Shanghai and Shenzhen offices specialising in individual income tax. She then joined a renowned bank trustee company where she gained her trust knowledge and experiences in servicing high-net-worth individuals and families from various jurisdictions. Prior to joining ZEDRA, Liza was a senior wealth adviser in one of the world’s largest insurance companies providing wealth planning advice to high-net-worth individuals.
Liza obtained her Bachelor’s Degree majoring in Accounting and MBA in International Management in USA.