Matthew Ledvina has taken his extensive legal and tax training into the world of an exciting new fintech company in London. While he is slowly moving on from the day-to-day of tax advisory, he has left behind some accomplishments and legacy in the field.
After working at Baker McKenzie, a prestigious law firm with offices spanning Europe, for several years, Matthew and other Baker colleagues took the initiative to start their own company, a boutique law firm offering services to multiple jurisdictions. In 2010, Matthew and his friends founded a firm that specialized in advising multinational cross-border -families about private wealth management.
One of Matthew Ledvina’s accomplishments during his time at his law firm is advising Swiss-based banks for the August 2013 program, United States and Switzerland Issue Joint Program on Tax Evasion Investigations. Matthew advised on the best possible strategy, as well as if the banks should follow Category 2, 3, or 4. His valuable work in the legal sphere helped families optimize their wealth, as well as providing service to the U.S. and Swiss government.
These days, Matthew Ledvina continues to provide advice to cross-border families through Aerium Strategies. His true passion lies in venture capital and fintech entrepreneurship, where he has forged a new legacy. At present, he still provides some capital preservation strategy help to U.S. cross-border families, focusing on border tax optimization and succession. His accomplishments at Baker McKenzie, as well as with his boutique firm helped him forge the career path he is on today.
