Matthew Sperry

Partner at Katten

Speaker

Matthew Sperry is an international private client attorney whose practice is devoted to making it easier for global ultra-high-net-worth individuals and families to access the United States, whether it be for investment, spending time in the US or utilizing US trust and other structures to advance personal goals or otherwise. He believes in using state-of-the-art trust, corporate, family office, fund and other US legal concepts to develop simple but effective wealth succession and family governance structures that minimize global tax and reporting burdens, foster privacy, protect personal wealth and advance family harmony, leaving his clients to focus on enjoying their hard earned wealth. Matthew's client base includes individuals and families in Asia, Latin America, the Middle East, Africa, Europe and Canada.

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.