About Kathryn von Matthiessen
For ultra-high-net-worth individuals, Kathryn von Matthiessen offers sophisticated yet practical counsel on income and transfer tax optimization. She provides estate and business succession planning for domestic and international private clients, and has extensive experience in cross-border issues.
Expansive international private client background
Kathryn's international private client experience is particularly broad. For clients coming to the United States she provides pre-residency planning. For foreign families with US members, she uses a number of tools to facilitate tax-efficient wealth transfers to US family members while minimizing US gift and estate tax liability for foreign settlors. Kathryn also advises clients leaving the United States on outbound planning matters. For international clients everywhere, she helps to structure global succession plans and assists them in selecting appropriate jurisdictions.
Practice Focus
- Estate planning
- Tax planning
- Private client services
- Trust and estate administration
- Business succession planning
News
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July 14, 2022
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May 19, 2022
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August 19, 2021
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July 22, 2021
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February 2, 2021
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August 20, 2020
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July 9, 2020
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November 11, 2019
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May 2, 2018
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Publications
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November 22, 2021
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September 24, 2021
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January 15, 2021
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November 24, 2020
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March 23, 2020
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November 25, 2019
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December 4–7, 2018
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November 19, 2018
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February 28, 2018
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Presentations and Events
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June 22–26, 2022Speaker | Migrating Between Community and Separate Property
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June 13–14, 2022Speaker | Tax residence in Covid times: where do you find yourself as a taxpayer?
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May 13, 2022Panelist | Welcome to Miami!, ¡Bienvenidos a Miami!: Pre-immigration Planning when moving to the Magic City
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March 31-April 1, 2022Moderator | PTCs, Foundations and Comparison of Trust Jurisdictions
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November 3–17, 2021Speaker | Financing Premiums | Private Wealth – Current Concerns and Solutions
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October 14–15, 2021Presenter | Biden and Company Change Rules; United States Tax Considerations for the LatAm Client
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February 5–7, 2020Speaker
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October 28, 2019
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October 22, 2019Moderator
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