Our People
Matthew Ledvina
Matthew Ledvina
Matthew Ledvina
Matthew’s focus is on providing tax, strategy, and structuring advice to international families who have US citizens or US tax resident connections. Matthew also advises clients who are planning on moving to the US, planning on leaving the US, or who have US investments (e.g. US real estate, US private equity).
Matthew has lived in France
Matthew’s focus is on providing tax, strategy, and structuring advice to international families who have US citizens or US tax resident connections. Matthew also advises clients who are planning on moving to the US, planning on leaving the US, or who have US investments (e.g. US real estate, US private equity).
Matthew has lived in France and Switzerland for over twenty years, consequently, he has accumulated extensive knowledge of European tax and immigration issues.
This knowledge allows him to provide a holistic/ pan-European strategy to his clients.
He also regularly advises on how families can use funds, trusts, foundations, and insurance structures to optimize their tax situations.
Clients consider Matthew to be extremely practical, commercial and yet strategic. Matthew is able to simplify complex tax, succession, and structuring issues into manageable and understandable solutions for clients which means that clients understand a strategy which is advocated and ultimately implemented.
Matthew is originally from the US, and attended Baylor University, Vanderbilt University and New York University for his undergraduate and legal education.
Along with other colleagues at Helm, he has founded a firm that assembles similarly minded and highly skilled advisers focused on US tax and compliance, UK tax and compliance, trusts, life and captive insurance planning, CRS/FATCA compliance, and art as an asset.
Daniel Webb
Matthew Ledvina
Matthew Ledvina
Daniel has been advising wealthy European families for nearly two decades. He began his career as a private client lawyer in London and later moved into private banking, where he held senior roles at Barclays, HSBC, and Coutts in both London and Zurich, managing over USD 1.5 billion in assets.
Following his tenure at these institutions, D
Daniel has been advising wealthy European families for nearly two decades. He began his career as a private client lawyer in London and later moved into private banking, where he held senior roles at Barclays, HSBC, and Coutts in both London and Zurich, managing over USD 1.5 billion in assets.
Following his tenure at these institutions, Daniel became a partner at a UK single-family office, overseeing a substantial private equity portfolio and contributing to the listing of a business on Euronext.
Daniel holds degrees from Cornell, UCL, and the University of Birmingham. He is a qualified (non-practicing) solicitor, earned a Master’s in Wealth Management, and is currently pursuing the CAIA Charter.
Tilly Aung
Matthew Ledvina
Tilly Aung
Tilly has nearly a decade of experience across private wealth management and alternative investments. She brings a nuanced understanding of both institutional and private client needs, with a practical and client-focused approach to managing complex investment relationships and opportunities.
She began her career in private banking at C.
Tilly has nearly a decade of experience across private wealth management and alternative investments. She brings a nuanced understanding of both institutional and private client needs, with a practical and client-focused approach to managing complex investment relationships and opportunities.
She began her career in private banking at C. Hoare & Co, HSBC Private Bank, and J. Safra Sarasin, advising high and ultra-high-net-worth families, before transitioning into the alternative investments space. In this role, she has worked closely with institutional investors and family offices, focusing on private market opportunities and long-term investment strategies.
Tilly holds a degree in Economics and Economic History from the University of York and is a member of the Chartered Institute for Securities & Investment.