Sarah Chen
Principal AdvisorWith extensive experience in international wealth preservation and cross border financial planning, Sarah Chen serves as a principal advisor to high net worth individuals and family offices navigating complex global investment landscapes. Her expertise encompasses international tax optimization, multi jurisdictional asset structuring, and strategic residency planning across key financial centers. Sarah partners with entrepreneurs and institutional investors to design comprehensive wealth frameworks that balance growth objectives with risk mitigation and regulatory compliance. Her client focused approach combines technical proficiency with a deep understanding of the aspirations driving international investment decisions.
“Sarah’s expertise in international tax planning transformed our approach to global wealth management. Her strategic insight helped us establish a multi jurisdictional structure that not only optimized our tax position but also provided unprecedented flexibility for our expanding business interests. Her professionalism and deep understanding of cross border regulations are exceptional.”— Chief Financial Officer, International Manufacturing Group (Singapore)
Education & Training
- Master of Laws (LL.M.) in International Taxation, New York University School of Law
- Master of Business Administration (MBA), INSEAD, Fontainebleau
- Certified Public Accountant (CPA), State of Illinois
- Certified International Investment Analyst (CIIA)
Areas of Expertise
- International Tax Planning and Optimization
- Cross Border Investment Structuring
- Multi Jurisdictional Wealth Management
- Residency and Citizenship Planning
- Family Office Governance and Succession
Need Help To Grow Your Business?
Investment Expert will help you start and grow your own company.
Contact Sarah Chen
Please take a second and fill out this form as it will give me a better idea of your current investment plan: