WMOA

ABOUT US WMOA is a professional wealth management firm serving ultra-high-net-worth families. With a disciplined approach and global perspective, we specialise in delivering bespoke family office solutions to clients with investable assets over USD 20 million. Through integrated financial services and a single-point execution model, we support clients through out the entire wealth lifecycle—from pre-investment planning to execution and eventual exit. Our strengths lie in strategic structuring, cost control, and long-term value preservation. Backed by deep industry expertise and a high-calibre team, we are committed to being a trusted, long-term partner in managing and growing family wealth.

COMPANY BACKGROUND&MILESTONES

2017 WMOA Fund Management Pty Ltd was established in Australia with an initial focus on real estate investments and high-growth, innovation-led opportunities. Early-stage development was supported by its sister firm, PTB Advisory, which helped build in-house capabilities in tax advisory and financial infrastructure—laying a solid foundation for multi-jurisdictional service expansion.

2019 Commenced the management of investment structures for Chinese-Australian family enterprises, forming the early prototype of a localised family office model tailored to ultra-high-net-worth clients.

2021 Obtained its Australian Financial Services Licence (AFSL No. 513693) and consolidated core operations under a formal regulatory framework. The team also assumed responsibility for six additional Australian financial services licences, significantly enhancing its capacity in licensed investment and compliance services.

2023 Launched operations in Singapore, assisting Australian-based Chinese families in setting up globally integrated family office structures and expanding their cross-border investment footprint.

2024 Advised family clients on strategic investments into fintech firms, securing early-stage access to digital currency trading and settlement infrastructure.Acquired a Singapore-licensed entity to support VCC fund formation and regional family office operations.

2025 Expanded China-facing offerings by facilitating compliant outbound investment through ODI, QDLP, and QFLP channels. Acquired strategic equity in licensed trust companies in Hong Kong and Singapore, broadening services into fiduciary and trust structuring.

LEADERSHIP TEAM

Yixin Shen Founder Architect of Global Wealth Strategy for Overseas Chinese

Yixin Shen is the founder of WMOA. Since stepping back from daily operations in 2023, he has focused exclusively on value creation through strategic problem-solving—positioning himself as a thinker, architect, and long-term partner to global Chinese families and entrepreneurs navigating cross-border complexity. Graduating from Macquarie University in 2008, Yixin became a Chartered Accountant (Australia and New Zealand) in 2012 and transitioned to CA Singapore in 2023. Over the years, he has held roles as an NSX (National Stock Exchange of Australia) Nominated Advisor, a member of the Australian Institute of Company Directors, a licensed fund and payments responsible manager under ASIC, and a Justice of the Peace in NSW. Since 2014, Yixin has advised on over AUD 1 billion in Chinese institutional real estate investments in Australia, covering transaction structuring, tax strategy, joint venture alignment, shareholder dispute resolution, financing, and distressed project recovery. In 2016, he founded WMOA to support Chinese investors with legally compliant and structurally sound pathways into Australian markets. In 2019, he introduced the “Concierge Srevice” for WMOA—offering comprehensive services to solve financial problems that matter: from tax audits, divorce asset protection, estate planning, and investment structuring to executive incentive design and global compliance. With his focus to Singapore in 2023, Yixin built a cross-jurisdictional asset governance model centered in Singapore, leveraging regulatory, tax, and investment benefits across Hong Kong, Singapore, and Australia. His framework now incorporates digital assets, RMB internationalization, cross-border payments, and stablecoin infrastructure, aligning family governance with the realities of the modern financial system. He is also a committed advocate for outbound Chinese entrepreneurs, having developed practical strategies around ODI, QDLP, and related foreign investment frameworks to enable compliant international expansion. Although no longer holding an executive role at WMOA, Yixin remains closely engaged with clients, offering insight and foresight. His personal motto: "My value is to make sure you never pay for a mistake I’ve already seen."

Shirley Shao Strategy Advisor - Asia Pacific WMOA Group

Shirley is a senior tax executive with over 20 years of experience in cross-border tax advisory, structuring, and risk management across Asia Pacific. Her career spans both in-house corporate tax leadership and advisory roles supporting business owners, UHNW families, and investment entities on strategic tax matters across the asset life cycle. In her current role, Shirley leads Asia Pacific tax strategy for WMOA group. Her expertise includes direct and indirect tax, M&A structuring, transfer pricing, and tax incentive negotiation. She has also advised on fund-level and trust-level structuring for investment managers and family offices, helping optimize asset ownership, succession planning, and tax-efficient wealth preservation. Shirley’s work supports a range of investment strategies—from traditional corporate structures to private equity, real estate, and IP-driven supply chain models. She has successfully implemented global principal structures, defended high-stakes tax audits, and negotiated financial incentives across China, Singapore, and Southeast Asia. She has also worked closely with family-controlled businesses (listed and unlisted) to optimize governance and intercompany arrangements, and with fund principals on structuring carried interest and aligning with local substance requirements. Prior to her current role, Shirley held senior tax leadership positions in multinational consumer and retail groups, where she led nationwide transfer pricing negotiations and streamlined shared service tax models. She holds a degree in Accountancy from the Finance and Economics University of Shanghai and is a member of the Tax Executive Institute.

Shirley Fan Executive Director, WMOA Australia

Responsible Manager | WMOA Fund Management Pty Ltd (AFSL No. 513693) Shirley Fan was appointed Executive Director of WMOA Australia in 2025 and serves as the Responsible Manager of WMOA Fund Management Pty Ltd under AFSL No. 513693. She leads the firm's fund management operations and regulatory compliance framework in Australia, while also advising ultra-high-net-worth clients on structured investments and cross-border wealth strategies. Shirley holds dual CPA qualifications in China and Australia and is a graduate of the Shanghai University of Finance and Economics. Prior to joining WMOA, she worked at PwC in both Shanghai and Sydney, rising to Audit Manager. There, she led assurance engagements for multinational financial institutions, listed companies, and large corporate groups, gaining deep expertise in financial con- trols, cross-border audit, and financial institution compliance. Since joining WMOA in 2021, Shirley has overseen not only the firm’s own fund issuances but also the full asset and licensing management of two family offices with each AUM exceeding AUD 1 billion. Her scope of work includes real estate investment structures, private credit portfolios, tax compliance, regulatory reporting, and investment reporting. Shirley is known for her end-to-end capability across the fund lifecycle—from license application and fund setup, to product design, investor relations, audit coordination, compliance reporting, and exit planning. Her strength lies in integrating financial, tax, and operational considerations into tailored, compliant investment solutions that meet the highest standards of global wealth governance.

Maggie Yan Executive Director, WMOA Singapore

Maggie was appointed Executive Director of WMOA Singapore in 2023, where she leads the firm’s Singapore operations, focusing on coordination with local licensed fund managers and supporting the growing needs of high-net-worth families in Asia. She plays a central role in structuring, implementing, and maintaining Singapore-based investment vehicles—including VCCs—and acts as a trusted point of contact for family offices and cross-border wealth strategies. A graduate of the University of New South Wales in 2019, Maggie joined WMOA immediately after completing her degree in international finance and accounting. Over the years, she has evolved into a well-rounded global financial steward, serving families across key areas including global residency and tax planning, succession structuring, education strategy, wealth protection, and asset deployment. Maggie currently works closely with Singapore-based family offices managing over SGD 300 million in assets, supporting its private fund operations, product design, compliance coordination, and investment execution. Her transaction experience spans Australian real estate development, fixed income portfolios, and cross-border venture capital deals. Known for her diligence, integrity, and client-centered approach, Maggie delivers full-cycle fund solutions from setup to ongoing management. Her work instills confidence in clients seeking a stable, professional, and compliant offshore investment platform—making her a standout among the new generation of family office advisors in the Asia-Pacific region.

Rachel Wang Executive Director Venture Capital, WMOA Family Office Lead Advisor

Rachel Wang has served as Executive Director of WMOA Venture Capital since 2023 and concurrently oversees the firm’s largest external family office client, managing assets exceeding AUD 500 million. She specializes in private equity, venture capital, and long-term wealth management for ultra-high-net-worth families, with a focus on strategic, cross-asset portfolio construction aligned with intergenerational goals. Rachel holds a Bachelor’s degree from Jiangxi University of Finance and Economics and completed part of her undergraduate studies at the Vienna University of Economics and Business (WU). She later earned a Master of Commerce with First Class Honours from the University of Sydney, majoring in Finance. She is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and a Chartered Tax Adviser (CTA), with consistently strong academic performance across core disciplines. A native Mandarin speaker, Rachel has a bilingual education background in English and German, and basic communication skills in both French and Italian. Her multilingual exposure and academic experience in Europe provide her with a deep understanding of European culture and cross-cultural communication—an asset in advising international clients and global families. Before joining WMOA, Rachel was a partner at its affiliate PTB, where she advised high-net-worth clients on tax structuring, capital transactions, and corporate reorganisations. She brings over a decade of real estate investment experience, having led or participated in projects exceeding AUD 1 billion, including deal structuring, negotiation, financial modelling, partnerships, and exit strategies. At WMOA, Rachel leads the firm’s venture capital strategy with a focus on fintech and digital finance. Since 2023, she has spearheaded two investments in high-growth financial technology companies, reinforcing WMOA’s strategic positioning at the intersection of finance and innovation. As one of WMOA’s most senior family office advisors, Rachel provides comprehensive advisory services across equity and debt, derivatives, fund structuring, tax compliance, corporate governance, and family trusts—helping families build resilient global portfolios and navigate successful generational transitions.

Lenore Hua Investment Strategist WMOA, Singapore

Lenore Hua is currently an Investment Strategist at WMOA Group, based in Singapore. She specializes in designing asset allocation frameworks and family succession solutions for ultra-high-net-worth (UHNW) family clients. With over 20 years of frontline experience in banking, wealth management, and family offices, she has served five independent family office clients in depth, overseeing their global asset allocation, tax compliance, and succession planning. Her mission is to build robust, transparent, and sustainable family asset structures. Lenore holds multiple professional qualifications across fund management, securities, and international financial planning. Earlier in her career, she held key positions at state-owned and joint-stock banks, including Head of Private Banking and General Manager of Retail Banking, where she developed a comprehensive understanding of professional financial services from both strategic and operational perspectives. Since 2014, Lenore has focused on the family office sector, serving as an investment strategist in both Hong Kong and Singapore. She has accumulated extensive experience in cross-border family wealth investment strategies. She is skilled in integrating a wide range of financial tools—including funds, trusts, insurance, real estate, and private equity—to design tax-efficient and compliant investment structures. Her approach prioritizes a balanced execution of asset protection, stable returns, and intergenerational wealth transfer. Backed by a strong professional background and a philosophy of long-term, relationship-driven service, Lenore is a trusted investment strategist for family offices across the Asia-Pacific region.

STRATEGIC PARTNERS