About Matthew Sperry
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.
Solving tax and structuring challenges for ultra-high-net-worth clients
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.
"'Matt is commercial, practical and completely dependable, he takes the time to understand the client's needs and is willing to invest in a relationship,' comments an interviewee."
Chambers HNW 2018
(Illinois, Private Wealth Law) survey response
Practice Focus
- International estate and tax planning
- Family direct investing
- Architecture and operation of family offices
- US securities issues for global families
- Real estate
- Private funds and investment management
Representative Experience
News
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October 31, 2024
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July 20, 2023
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February 27, 2023
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February 8, 2023
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December 28, 2022
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July 14, 2022
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July 22, 2021
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February 2, 2021
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July 9, 2020
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Publications
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November 20, 2023
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November 17, 2022
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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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January 2019Tax on Inbound Investment 2019, United States Chapter
Presentations and Events
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November 7, 2024
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September 18–20, 2024Speaker | Resolution first? How to prevent a descent into chaos
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September 11, 20245th Annual Wealth Management Forum | Global Leaders ForumModerator
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November 14, 2022Panelist | Litigation in the new world order- the disputes of the future
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October 14–15, 2021Co-presenter | Case Law: LatAm Families With Trusts Under Attack
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March 4, 2021Panelist
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October 14, 2020Speaker | Advising UHNW Families During a Period of Seismic Changes
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June 23, 2020Panelist
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May 26, 2020Participant
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