Joanna focuses on private wealth practice and tax planning, and cross-border M&A. Representative clients include private banks, family offices and HNWIs, and MNC, listed companies, and unicorn startups in healthcare and high-tech sectors. In private wealth practice, Joanna is known for her holistic and pragmatic approach in guiding family offices and HNW families through complex succession planning.

In the private wealth sector, she has extensive knowledge in cross-border structures, trust and estate planning, and business succession planning. Her practice centres on handling complex issues including corporate restructuring across multiple jurisdictions, and establishing trusts for succession planning and compliance with a view to de-risking and mitigating tax exposure.

Joanna has been recognized as a Trust and Estate Practitioner (TEP). She has been recognized as Wealth Management Rising Star by Wealthbriefing Asia Great, Growth Driver by China Business Law Journal, China Business Law Journal by Legal 500 Asia-Pacific.