Skip to main content

The Accomplishments and Legacy of Matthew Ledvina

Matthew Ledvina has taken his extensive legal and tax training into the world of an exciting new Fintech company in London. While he is slowly moving on from the day-to-day of tax advisory, he has left behind some accomplishments and legacy in the field.

After working at Baker McKenzie, a prestigious law firm with offices spanning Europe, for several years, Matthew Ledvina and other Baker colleagues took the initiative to start their own company, a boutique law firm offering services to multiple jurisdictions. In 2010, Matthew and his friends founded a firm that specialized in advising multinational cross-border -families about private wealth management.

One of Matthew Ledvina’s accomplishments during his time at his law firm is advising Swiss-based banks for the August 2013 program, United States and Switzerland Issue Joint Program on Tax Evasion Investigations. Matthew advised on the best possible strategy, as well as if the banks should follow Category 2, 3, or 4. His valuable work in the legal sphere helped families optimize their wealth, as well as providing service to the U.S. and Swiss government.

These days, Matthew Ledvina continues to provide advice to cross-border families through Aerium Strategies. His true passion lies in venture capital and Fintech entrepreneurship, where he has forged a new legacy. At present, he still provides some capital preservation strategy to help U.S. cross-border families, focusing on border tax optimization and succession. His accomplishments at Baker McKenzie, as well as with his boutique firm helped him forge the career path he is on today.

Labels:

Comments

Post a Comment

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
1 comment
Read more

Navigating Swiss-US Estate Planning: What You Need to Know

  By Matthew Ledvina , JD, LLM (US Taxation)  If you have connections to both Switzerland and the United States, managing your estate—basically, what you own—can be like walking through a maze. Both countries have their own rules, and they don't always play well together. Let's break down some of the tricky areas you might encounter, so you can avoid unpleasant surprises for you and your heirs. Different Rules for Different Lands In Switzerland, if you pass away, the laws of the last place you lived will usually govern what happens to your stuff. This includes both your bank accounts and your real estate, whether they are located in Switzerland or elsewhere. But the United States takes a different approach. The place where real estate is located will have its own set of rules, separate from the rules governing personal property like bank accounts. This can create confusion when estates have assets in both countries. I nheritance: A Tightrope Walk Switzerland has strict rules ab
Post a Comment
Read more