In Partnership with Katten & Range Developments
Join us for an interactive webinar for PCD members with clients interested in moving to the US. This webinar is part of the launch of a US & Canada series, which will discuss a range of topics for private clients advisors with clients with connections to North America. It will cover international estate planning, succession & governance, family office trends, relocation and mobility and much more.
This first episode is focused on HNW clients interested in relocating to the US. It will cover the immigration options available to private clients along with the key legal considerations on becoming a US tax resident.
Our speakers include:
Matthew Sperry, Partner at Katten in New York and Chicago - Matthew Sperry is an international private client attorney whose practice is devoted to making it easier for global ultra-high-net-worth individuals and families to access the United States, whether it be for investment, spending time in the US or utilizing US trust and other structures to advance personal goals or otherwise. He believes in using state-of-the-art trust, corporate, family office, fund and other US legal concepts to develop simple but effective wealth succession and family governance structures that minimize global tax and reporting burdens, foster privacy, protect personal wealth and advance family harmony, leaving his clients to focus on enjoying their hard earned wealth. Matthew is recognized by Chambers High Net Worth Guide as a leading individual and is a member of Legal Week's Private Client Global Elite. His client base includes individuals and families in Asia, Latin America, the Middle East, Africa, Europe and Canada.
Anastasia Tonello, Managing Partner at Laura Devine in New York - Anastasia is the Managing Partner of the New York office and Global Head of the US immigration team. Having managed successful immigration practices in New York and London, Anastasia is well placed to advise clients on the commercial and practical issues facing overseas businesses as they expand into the US. She has extensive experience advising a range of individuals, including entrepreneurs, high net worth clients, entertainers and artists, and has effectively advised on investor, extraordinary ability and family-based petitions as well as complex US citizenship issues.
Mohammed Asaria, Co-Founder at Range Developments in Dubai - Mohammed Asaria is Managing Director and Board Member of Range Developments, an international luxury hospitality development company that develops luxury resorts in the Eastern Caribbean under Citizenship-by-Investment programs. Born and raised in England, Mr. Asaria has a dual background in law and investment banking. A graduate of Trinity College, Cambridge, he began his career at Lovells, the international law firm. An interest in structured finance and investment banking led him to move to HSBC prior to founding Range Developments, the company that has grown to become the leading Citizenship-by-Investment developer in the Eastern Caribbean.
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