Matthew D. McKim

Partner

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Practices
Industries
Education
  • Georgetown University Law Center, LLM
  • Nova Southeastern University, JD
  • Youngstown State University, BS
Admissions
  • Illinois
  • Florida
  • Pennsylvania
  • Ohio

Matthew McKim is Co-Chair of the Global Private Client Industry Group and primarily counsels families, trustees and financial institutions on a wide range of international and domestic tax-planning matters. He regularly assists clients (generally multinationals and their families) in navigating the United States legal system, generally from a tax perspective, but also with respect to the various other considerations which arise when families move to, or invest in, the United States.  Matt has extensive experience with a wide range of global family structures and prides himself on delivering efficient, strategic and results-oriented solutions for his clients.   

Matt advises foreign and domestic corporations, partnerships, trusts (generally owned by his family clients) in the analysis, structuring and negotiation of tax-efficient business and personal wealth transactions, as well as planning for the creation, preservation and transmission of wealth among generations.

He regularly counsels clients based in countries throughout the world and leads cross-disciplinary advisory teams in the design, execution and implementation of international strategies, working closely with banking relationship managers, financial planners and domestic and foreign lawyers to tailor solutions for clients' individual needs.

Matt provides guidance to families, private clients and financial institutions (generally located outside the United States) in connection with all of the various reporting that arises within and without the United States to include, the Foreign Account Tax Compliance Act (commonly known as “FATCA”), the “Common Reporting Standards” (commonly known as “CRS”) being implemented around the globe, FBAR obligations, income tax reporting, information reporting and various other reporting requirements.  Matt has been involved in all stages and aspects of FATCA and CRS since their enactment.

Matt has broad experience advising on domestic and cross-border mergers, acquisitions, dispositions, joint ventures, spinoffs, tax-free reorganizations and fund formations. In this regard, he has represented private and public companies, private equity funds, hedge funds, emerging companies and established entrepreneurs.

In the News

Matthew D. McKim
vCard
T: +1 312 849 8156F: +1 312 698 451277 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818
T: +1 412 667 7930F: +1 312 698 4512Tower Two-Sixty
260 Forbes Avenue
Suite 1800
Pittsburgh, PA 15222-3142

Representation of high-net-worth, non-US family in acquisition of a majority stake in non-US consortium established to a circa US$2 billion acquisition and redevelopment project of a trophy property in one of the top markets in the United States. 

Representation of billionaire families with respect to "institutionalization" of their wealth over multiple generations and jurisdictions, including establishment of licensed trust companies, family banks, and related structures facilitating the clients’ needs.

Various tax and succession representations of high-net-worth, non-US families with younger, US generations in tax-efficient succession of assets to future generations. 

Various tax, immigration and legal representations of high-net-worth, non-US family immigrating to the United States and US families “expatriating” from the United States.

Representation of US families investing outside of the United States and implementation of planning involving “controlled foreign corporations”, “passive foreign investment companies” and managing all of the aspect of the “accumulation distribution” regime with respect to US family with assets and wealth outside of the United States.

Representation of private equity and hedge funds organized in the Cayman Islands, Bahamas, Barbados and the British Virgin Islands in connection with acquisitions of US businesses and various other business issues, including the acquisition of multimillion-dollar funds and other restructurings.

Representation of a private equity fund in connection with planning for an allocation of US$1 billion of cancellation of debt income and tax characterization issues regarding hedging transactions related to more than US$1 billion in allocable trading losses.

Representation on tax structuring matters related to the formation of a German-based private equity fund anticipated to raise US$1 billion to invest in seagoing cargo vessels having operational connections with US ports, specifically structured to utilize US tax laws to prevent the imposition of US tax on foreign investors.

Representation of high-net-worth US and non-US (e.g., German, Brazilian, Dutch and Mexican) families in their worldwide organizational and tax structures designed to reduce the incidence of worldwide income, capital, gift, estate, and generation skipping taxes, including the establishment of foreign trusts for the benefit of US family members and counseling with respect to the new US expatriation taxes imposed upon such families.

Representation of a large privately held multinational group of foreign corporations in connection with the investment by US persons of US$100 million in shares of its stock, including the development of a structure designed to avoid classification as a "passive foreign investment company.”

Representation related to tax matters of one of the world’s largest cement and concrete companies, in its US$600 million acquisition of a US-based cement and concrete company.

Representation of a private equity fund in a convertible debt–financed acquisition of a US-based business.

Planning and implementation of complicated "like kind" exchange programs. 

Speaker, "Foreign Investment into the United States – Opportunities for U.S. Trust Companies," 11th Annual Fiduciary Advisory Services Seminar, October 5, 2016