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Harvey is the Family Office Co-Leader of Ernst & Young. With more than 16 years of professional experience in tax advisory services, he assists high-net-worth individuals and family businesses in addressing key matters relating to business succession, asset allocation and tax compliance.
Harvey focuses in family business and holding structure planning, close company formation and articles of incorporation design, corporate tax advisory, pre-IPO planning, corporate investment regulations and business registration, tax appeals, and tax incentive planning and applications. He also advises individuals and family members on individual income tax, basic income tax, individual controlled foreign corporation (CFC) regulations, offshore fund repatriation, real estate investment and transfers, estate and gift tax, as well as onshore/offshore trust and insurance tax advisory. Through investment structuring and shareholding adjustment recommendations, he helps families balance regulatory compliance, tax efficiency and long-term family continuity.
Harvey holds a Master’s Degree in Accountancy from National Cheng Kung University and a Bachelor’s Degree in Accounting from Yuan Ze University. Harvey is a Certified Public Accountant in Taiwan.
Harvey brings an integrated perspective and long-term planning mindset to help family businesses navigate succession, asset and tax-related decisions with clarity. Through forward-looking planning and practical structuring solutions, he assists families in building sustainable frameworks that support continuity, preserve family wealth and enable future generations to move forward with confidence.