Investing in US real estate for Non-US Individuals, Family Offices and Trusts

In this case study we were delighted to be joined by Matthew Sperry to discuss the issues you need to consider when advising a client investing in US real estate as a Non-US resident.

Key Learning Points

There is a significant tax burden for Non-US residents to navigate when investing in US property either for personal use or as an investment.  Planning is crucial to avoid unwanted suprises with tax rates of 50%+ in some instances.  In this discussion Matt Sperry provides an overview of the different taxes and tools that should be considered.
  • US estate and gift taxes on properties acquired for personal use and as an investment
  • US income tax on properties acquired for personal use and as an investment
  • US local taxes on properties acquired for personal use and as an investment
  • Planning opportunities

Matthew Sperry

Partner at Katten in New York and Chicago.

Matthew 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, planning for US tax resident family members or utilizing US trust and corporate structures to advance family goals or otherwise. 

Matthew 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. He 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.
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