Karen Mae Cheung LLM, TEP, IPA, Trilingual

Advisory Board Member @ Daylight

About

Expert in Asian Wealth with 16+ years of international trustee experience across China, Hong Kong, Taiwan, Singapore and the US. I specialize in go-to-market strategies, relationship management, and driving complex cross-border transactions for UHNWIs, family offices, and multinational corporations. I am experienced in guiding Chinese clients through Hong Kong and US IPOs under family trust structures, as well as setting up and managing private investment structures (hedge and PE funds). I am especially attuned to the needs of Asian wealth, particularly first-generation wealth holders and the next generation, bridging language, cultural, and generational gaps with ease. I have a genuine ability to listen, understand, and guide with empathy, helping clients make thoughtful decisions. Passionate about philanthropy, I am working to guide more of my private wealth clients to utilize their capital for good. How I work, lead and build lasting relationships: - A deep understanding of people – I am naturally curious. I can read and connect with people easily. - A love of learning – I read widely and openly like there is no tomorrow. - A strong sense of right and wrong – I believe in doing the right thing, even when no one is looking.

Country

Hong Kong SAR

City

Hong Kong

Industry

Financial Services

Skill

Impact Investing, Nonprofit Organizations, Legacy Giving, Charitable Trusts, Philanthropy, Venture Philanthropy, Private Equity and Impact Investing, Private Wealth, Family Office and Philantrophy , Professional Services, Client Relationship Strengthening, Trust Management, wealth management, Family Offices, Family Trust, Private Wealth Management, Investment Management, Customer Relationship Management (CRM), Business Strategy, Key Accounts, Client Relations

Experience

Advisory Board Member

Daylight

2025-10 - Present · 1 yr

San Francisco Bay Area

Daylight guides capital toward good by empowering all private wealth practitioners globally with practical philanthropic knowledges. Daylight brings light to the world starting from the Bay, San Fran, USA.

Regional Director of Business Development, APAC Private Wealth Growth Strategy & Client Management

Equiom Group

2022-1 - 2025-9 · 3 yrs 9 mos

Equiom Group is a specialized independent trustee service provider in setting up and managing family trusts for ultra high net worth individuals across the globe. - Responsible for organic business growth in acquiring new private clients for Hong Kong and Singapore - Target clients are ultra high net worth individuals with 50mil USD & up across Asia with a special focus on Greater China and the US -Responsible for identifying market trends and developing actionable strategies to acquire new clients in the region - Analyzing emerging opportunities and crafting targeted approaches to drive growth and expand our client base - Responsible to curate a truly private client experience with Equiom's trustee services

Group Business Development Director, Private Client Acquisition & Partnership Management

Tricor Group

2019-8 - 2021-8 · 2 yrs 1 mo

Hong Kong

Tricor Group is Asia's premier business expansion partner, expert in assisting companies from zero to IPO. Tricor has 3,000+ employees across 21 countries and 47 offices. -Developed growth strategy for private client acquisitions in family trust space -Expanded business referral networks across Greater China

Head of Business Development & Equity Partner, Organic Business Growth & Team Management

VISTRA

2015-9 - 2019-7 · 3 yrs 11 mos

Hong Kong

- Youngest equity partner made in firm's history (2017) - Led the Business Development Team of 6 and drove organic growth, exceeded target 5 years in a row - Hunted and captured the biggest M&A China corporate deals - Acquired the biggest Chinese aircraft leasing structuring deal for Hong Kong and Dutch offices - Developed China private client growth strategy for family trusts and conquered the market - Turned Vistra into a household name among Chinese UHNWIs, bankers and lawyers with non stop roadshows

Senior Business Development Manager, China and US Corporate and Private Client Acquisition

VISTRA

2014-10 - 2015-9 · 1 yr

Hong Kong

- Sold Hong Kong and China Corporate Services to North American clients - Sold BVI, Singapore, Cayman and Jersey Private Client Services to Chinese clients

Business Development Manager, Corporate Services Sales

VISTRA

2013-2 - 2014-10 · 1 yr 9 mos

Hong Kong

- Sold Hong Kong & China Corporate Services (tax, accounting, SPV formations) to US and Canadian Companies

Junior Fellow

EVA - Finnish Business and Policy Forum - Elinkeinoelämän valtuuskunta

2010-8 - 2012-8 · 2 yrs 1 mo

Helsinki, Finland

EVA is a business and policy think tank aiming to promote the long-term success of the Finnish society. I was selected as one of their 2010 global junior fellows. • Collaborated with a team of fellows to strategize and position Finland as a global business success hub. • Conducted in-depth research on business and policy trends to provide valuable insights for EVA. • Presented findings and recommendations to key stakeholders to drive impactful decision-making.

Project Manager, China and Finland M&A Projects

Fintrade-Mercer Group

2008 - 2011 · 3 yrs

Beijing, Shanghai and Finland

- Designated consultant contracted by the Ministry of Foreign Affairs of Finland to help Finnish companies to acquire factories and companies in China - Assisted Finnish companies (tech and FMCGs) to enter Asia market via the Hong Kong - China route - Set up HKCos, WFOEs, and full operating infrastructure for Finnish companies so they can focus on running their business