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.
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. Kathryn advises domestic and international families that own many different asset classes, from operating businesses to hedge fund interests to real estate to intellectual property and artwork.
In her estate planning for them, she uses a variety of techniques (both charitable and non-charitable) to minimize taxes and achieve her clients' goals. Kathryn advises fiduciaries including trust companies on administering complex estates and trusts. She also has a broad background in business succession planning through the use of trusts, private trust companies, buy-sell agreements and shareholder agreements.