Matthew C. Sperry

Partner

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Practices
Industries
Education
  • University of Florida Levin College of Law, LLM
  • University of Florida Levin College of Law, JD
  • University of Florida, BBA
Admissions
  • Florida
  • Illinois

Matthew Sperry is a partner in McGuireWoods' Private Wealth Services group and focuses his practice on international tax, corporate and securities matters.  Matthew serves as co-chair of McGuireWoods' Global Private Client practice, a firm initiative that serves the multi-disciplinary legal needs of global families, family offices and trust companies.  His global corporate experience, combined with his experience as a practicing tax lawyer, specifically qualifies him to coordinate and deliver a broad spectrum of global legal services on an efficient, coordinated and holistic basis.  Matthew regularly travels within the United States and abroad to provide his clients with superior service, while attending to their global legal needs.

International Tax Planning

Matthew routinely develops solutions for the complex tax issues confronted by high-net-worth individuals and families and family offices as they interact with the United States tax system.  Matthew has extensive experience designing and implementing holistic family structures that solve for global taxation challenges, wealth transfer and succession, information reporting, asset protection, privacy and family office compliance.  His client base includes families resident throughout the world, including China, India, Latin America, the Middle East, Europe and Canada.  Matthew regularly works with other family advisers (including accountants, lawyers, trustees and financial advisers) both within and outside of the United States to provide holistic advice to clients that interact with multiple countries.

Matthew’s tax experience includes serving as a federal law clerk to Judge Carolyn P. Chiechi of the United States Tax Court in Washington, DC.  Matthew also holds a Master’s Degree in Tax Law from the University of Florida.

Family Direct Investing

Matthew has deep expertise representing high-net-worth individuals and families, family offices and trust companies representing family interests, in connection with their direct investing activities.  He regularly leads practitioners from McGuireWoods’ highly ranked Corporate, Tax and Private Wealth Services practices to provide global high-net-worth clients with a broad spectrum of sophisticated legal services as they invest in and operate businesses globally.  In serving global private clients, Matthew offers a holistic approach aimed at addressing their particular legal and family needs, including those related to privacy, asset protection and cross-border tax structuring.  He regularly assists clients in navigating the complex cultural, legal, tax and business challenges posed by cross-border transactions and has led transactions involving a wide range of industries, including manufacturing, hospitality, chemicals, electronics, software, technology, food and beverage, oil and gas and health care.

Private Investment Funds

Matthew’s client base includes private investment funds, including private equity managers, venture capital firms and commodity pool operators.  He often advises fund managers on fund formation, securities offerings, investment advisor registration issues, and SEC and CFTC compliance matters.  Matthew has broad experience dealing with the securities and tax issues that can arise when fund managers desire to accept capital from sources both within and outside of the United States.

In the News

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Representation of a Fortune Global 100 company in its disposition of a global manufacturing division conducting business in over 25 countries, leading a cross-border legal team of over 20 lawyers.

Representation of the family office of an ultra-high-net-worth family in its investment in global oil and gas properties, including the negotiation of a long-term development arrangement.

Representation of a Fortune Global 100 company in its acquisition of a water treatment business conducted in 15 countries.

Representation of the family office of an ultra-high-net-worth family in its acquisition of a Manhattan hotel and its redevelopment into a mixed-use project.

Representation of an ultra-high-net-worth family in its acquisition of a global hotel management company.

Representation of the family office of an ultra-high-net-worth family in its acquisition of a German-based manufacturer of precision industrial equipment.

Representation of the family office of an ultra-high-net-worth family in its acquisition in a Section 363 bankruptcy proceeding of a leading developer of road and paving technologies.

Representation of a Fortune Global 500 company in its disposition of its coffee business to a strategic buyer.

Representation of an ultra-high-net-worth family in its acquisition of numerous private aircraft, including developing and implementing a tax efficient structure for the aircraft and registering the aircraft with the FAA.

Panelist, "Governance Tools and Mechanisms for Global Family Wealth Structuring," STEP Roundtable, Law Society, London UK, June 2017
Presenter, "Cross Border Estate and Income Tax Planning," Estate Planning – Beyond the Basics, Pennsylvania Bar Institute CLE, Pittsburgh, April 2017
Speaker, "Cross Border Estate and Tax Planning," New Developments in Tax and Wealth Planning Seminar, April 25, 2017
Speaker, "Foreign Investment into the United States – Opportunities for U.S. Trust Companies," 11th Annual Fiduciary Advisory Services Seminar, October 5, 2016