As a part of the private client and tax practice group, she focuses on international tax, trust, and estate planning for families with US persons or ties with the United States. She advises clients in the creation and administration of wealth planning structures that are tax efficient while reflecting long term goals in the protection and succession of wealth in multi-generational families. She also advises individuals on bringing their US tax and reporting obligations into compliance as well as US pre-immigration and expatriation planning.
Vivienne’s historical background is rooted in real estate acquisition and development projects, spanning Asia and the US, including, but not limited to, resort and hospitality, residential, commercial, mixed-use, agricultural, PGA designated golf course, F&B projects, entertainment parks, planned communities, and medical/biotech facilities. She brings her personal first-hand experiences to the Withers real estate practice group and regularly assists private individuals with establishing custom US real property investment structures in line with achieving overall tax and succession planning objectives while ensuring that the underlying real estate transactions are conducted with the utmost due diligence and care - backed by generations of practical knowledge, insights and experiences.
Vivienne is admitted to practice in the State of California and the State of New York. She is a member of the Real Property Law, Taxation, as well as Trusts and Estates Sections of the State Bar of California and New York State Bar Association. Vivienne was founder and president of the Santa Clara Real Estate Law Society (2008-2011) and has been an active member of the Urban Land Institute. She is a licensed real estate agent in the State of California.
‘Longevity and Lineage: Protecting Your Family Wealth and Legacy’, Morgan Stanley Headquarters, New York City - August 2017
‘A Top-Down View of US Real Estate Acquisition by Offshore Investors’, CalCPA International Tax Committee ( ITAX ), San Francisco, CA - August 2017
‘Tax, Real Estate, Investment Management & Estate Planning for Your Worldwide Wealth’, ZGC Innovation Center - August 2017
‘The Skinny on FAT ?’ ...ca Related Services, LCS and Partners - July 2014
‘Foreign Exchange Control Regime in China’, DLA Piper, Hong Kong - August 2012, co-presenter
‘The FATCA Regime’, AIA Life Insurance, Hang Seng Bank, and HSBC , Hong Kong - July 2012, co-presenter
Represented Asia based private individuals on the negotiation, acquisition, and development (alongside renowned architects) of US trophy properties
Advised multiple PRC family conglomerates on tax preferential structuring for investment in US real properties
Advised founders of a publicly listed pharmaceutical company on cross-border trust restructuring and US pre-immigration planning
Advised an American venture capital firm founder on the US offshore voluntary disclosure program
Advised an accounting firm partner of a big 4 accounting firm on US Offshore Streamlined compliance procedure program
Represented a Singapore based family conglomerate on estate planning and US real estate investment structure
Advised TWSE -listed hotel chain President and CEO on US tax compliance and FBAR issues
Advised Taiwan private equity firm founder on gift transfers to U.S. beneficiaries, establishment of offshore trust and structure of cross border assets
Advised Taiwan based family conglomerate on the US tax implications of dual nationality, U.S. tax compliance and restructuring of family estates
Advised and conducted due diligence for NASDAQ -listed restaurant chain in a US$750 million sale of a portion of its operations in China and Taiwan
Advised and conducted bilingual trial preparations for Fortune 100 company in closing factory operations and disputing publicized tort liability
Represented Germany based conglomerate in a US$30 million acquisition of Taiwan’s largest machine tool manufacturing company from TWSE -listed financial institution.
Represented NYSE -listed retail chain on Asia corporate compliance and strategic Korea market entry for fragrances and clothing products
Assisted with the development of retail shopping center and entertainment park, luxury residential condominiums, food centre, and US$700 million hotel project in Formosa
Represented a Taiwanese family with negotiating a US$50 million sale of land
In the Shadow of Korematsu: Democratic Liberties and National Security, Oxford University Press - March 2018, contributing author and editor
Me in a minute
My life story is about turning crises into opportunities
I always thought that I would operate a resort and spa along the white sandy beaches of Hawaii a ’ to share with others the happiness of my home. I was always drawn to the calm, warmth, and peace a ’ the Aloha. However, family calamity, callousness, and stresses in Asia were always drawn to me.
The Chinese word ‘Crisis’ comprises ‘Wei (danger)’ and ‘Ji (opportunity).’ My life story is about turning crises into opportunities; preventing recurrences of family disputes through good trust and estate planning practice; assisting those who, similar to my parents, seek to immigrate to the US and provide a better future for their children and do so with careful and well thought out pre-immigration planning in place; and more.
State Bar of California
New York State Bar Association
Bureau of Real Estate
Urban Land Institute
American Bar Association
Law Society of Hong Kong