Skip to main content

Matthew Ledvina’s Involvement With a Boutique Law Firm

Matthew Ledvina is presently focusing on his role as the managing director of the Fintech company based in London. Even though that endeavour is his central concern for the foreseeable future, he continues to advise family offices on the optimal tax and investment strategies for cross-border families.

After leaving Baker McKenzie, the law firm where he worked for around five years, Matthew worked at the Julius Baer bank in Zurich as the executive director of the Head of UK Wealth Planning. During this time, Matthew collaborated with friends from Baker McKenzie to create a new law firm that focused on cross-border financial and tax matters. After spending only one year at the bank, Matthew and his friends from Baker McKenzie founded a boutique law firm. During the years 2010 to 2018, this company proved to be a success for Matthew, and it grew from a small company of four employees to a larger venture that employed 40, with offices in Zurich, Geneva, and Lugano. Matthew left the firm in 2018 to create a new private office servicing US connected families, and to pursue his passion for the Fintech entrepreneurship. Today, he is hard at work pursuing a passion for venture capital and the Fintech. He still provides families with capital preservation strategies at a private office, with a focus on cross-border tax optimization and succession issues. However, his main focus is serving as a managing director of the Fintech startup in London that specializes in asset-backed lending.

Comments

Popular posts from this blog

Best Ways for Americans to Make Donations to International Charities

Donating to a non-profit charitable organization is one of the best ways of helping others who are in need. In general, there are several charities that work for different causes such as providing disaster relief, healthcare facilities for the poor, protecting animals from cruelty, etc. Considering the USA, charities raise billions of dollars each year for the betterment of mankind, the animal kingdom, and the planet Earth. In fact, the annual charity generation in the USA is one of the highest in the world. Among the billions of dollars, most donations are made to the US charities while the remaining small portion goes to the international charitable organizations. No doubt, there are many Americans who are eager to donate their fortune to international charities but due to some reason they don’t. One of the foremost problems is that most international charities do not provide tax deductions to the US citizens and as a result, most people choose to make donations to US charitie...

What Happens Now the GAO is Looking at PPLI?

It’s the question that everyone in the industry is asking right now, so we sat down with an expert to hear more. Matthew Ledvina is a cross border tax specialist with an extensive knowledge of PPLI and he was willing to sit down with us and shed light on the GAO’s latest activities: “Firstly, I want to say home important it is that an institution with the reputation and reach of the United States Government Accountability Office is taking this part of the industry seriously. I’ve been warning about the abuse of a number of variable insurance products and the wide-ranging implications such practices are having on the industry.” It’s certainly something of a hot topic right now, so does this mean an end to all offshore arrangements for high net worth individuals? “Absolutely not, this is more of a cleanup as it were. The key thing to note here is the IRS themselves openly acknowledge the legitimacy of many offshore life insurance products and the benefits they offer. What the GAO ...

U.S. Tax Treatment of Annuities

As with life insurance, annuities are tax-favored investments under the Code. Unlike life insurance, however, the primary income tax benefit of an annuity is derived from the compounding effect of the tax deferral on the investment gains within the contract, rather than the avoidance of income tax, as with investment in a life insurance policy. Generally, under § 72(a), gross income includes any amount received as an annuity under an annuity, endowment, or life insurance contract. The income tax effect of an annuity depends, however, on numerous factors, such as whether the tax is being applied to a distribution during the a nnuity’s accumulation period or annuitization period and whether the distribution occurs after the death of the holder of the annuity contract or after the death of the annuitant (assuming that the holder and the annuitant are different persons). Section 72: Annuity Contract Defined To qualify as an annuity, the annuity contract must satisfy the requirements o...