With a particular focus on FATCA compliance and offshore informational reporting, Matthew helps clients navigate cross-border issues while preserving wealth and ensuring long-term family and business continuity.

Matthew’s practice encompasses the full spectrum of sophisticated planning techniques, including buy-sell agreements, irrevocable life insurance trusts, intentionally defective grantor trusts, installment sales, charitable lead and remainder trusts, Walton GRATs, and Qualified Personal Residence Trusts. He works closely with clients to implement strategies that minimize transfer tax exposure and protect family assets across generations.

In addition to his planning work, Matthew serves as a fiduciary for numerous trusts, estates, and charitable foundations. He brings extensive experience to the administration of complex assets, from marketable securities and intellectual property to fine art and commercial real estate. He regularly advises trustees and beneficiaries on all phases of administration, including compliance with fiduciary duties and federal and state tax reporting.