Join us for the third episode in the US & Canada Series, kindly sponsored by Dart Real Estate in Cayman and LGT Vestra US in London. This discussion will focus on the considerations for US citizens moving out of the country to relocate offshore. It will cover the consequence of expatriation and the choice of a new jurisdiction to reside in.
We are delighted to be joined by:
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.
Sue Nickason has been VP Marketing and Sales at Dart Real Estate since May 2017. Originally from Canada, Sue has worked in luxury residential-resort development in the Caribbean for over a decade. Sue and her team are committed to promoting the unique value proposition of the Cayman Islands to those seeking to establish a personal and/or corporate presence here. They serve as trusted advisors and offer exceptional service, timely market information and a warm "Caymankind" welcome. Sue earned a BA (Honours) from Mount Allison University, an MBA (Distinction) from University of Guelph and has earned certificates in economic development, adult education, customer service, revenue management, and protocol. In 2020, Sue received her Certification in Investment Migration from the Investment Migration Council. Sue is a member of the Christie's International Real Estate Master's Circle and an Angel in the 100 Women in Finance network.
Nick Blogg, Partner and Investment Manager at LGT Vestra US in London - Nick joined LGT Vestra US from Coutts & Co in 2014 and has been a Private Client Wealth Manager for almost 20 years. Nick has focussed solely on working with US connected clients since 2011 and advises a range of individuals and families on both Investment Strategy and wider Wealth Planning. Nick holds the Private Client Investment Advice and Management qualification, the Investment Management Certificate and the Advanced Financial Planning Certificate.
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