Provided by Matthew Sperry
Matthew routinely addresses complex tax issues confronted by ultra-high-net-worth individuals, families and family offices as they interact with the United States. He has designed family trust structures optimized for global taxation challenges, privacy, wealth transfer, asset protection and global information reporting compliance (including obligations under the Foreign Account Tax Compliance Act (FATCA) and the global common reporting standards (CRS)). He often assists clients in structuring and operating family offices.
When advising on direct investing activities, Matthew offers a comprehensive approach that addresses the particular needs of his clients, including concerns relating to family governance, privacy, investment strategies and cross-border tax structuring. He regularly assists clients in navigating the complex cultural, legal, tax and business challenges posed by cross-border direct investing transactions.
In addition to serving ultra-high-net-worth individuals and family offices, Matthew also advises private investment funds, private equity managers, venture capital firms and commodity pool operators. He has broad experience dealing with securities issues that can arise when families desire to raise capital from sources both inside and outside of the United States.
Matthew regularly travels within the United States and throughout the world to provide his clients with personal attention and superior service.
High Net Worth
Matthew Sperry is an international private client attorney. He regularly advises ultra-high net worth individuals on various matters relating to their private wealth. He has expertise across different areas such as tax and business succession planning, charitable matters and investment management.