Intergenerational Wealth Transfer & Philanthropic Planning

United Way of Miami-Dade
Speaking Engagement
June 06, 2017
Richard M. Goldstein is a panelist at the United Way of Miami-Dade Professional Advisors Spring Seminar. The discussion focuses on assisting families in the transfer of assets, values, and philanthropic legacy across generations.
Richard M. Goldstein
Chair, Tax & Private Wealth
Press Release March 5, 2024
On March 3, in connection with its Bilzin Sumberg Cares community involvement program, Bilzin Sumberg partnered with United Way Miami to support the Belafonte TACOLCY Center in the enhancement and beautification of its affiliated facility in the Liberty City neighborhood of Miami.
Press Release November 9, 2023
On October 27, 2023, Miami Leadership Local held its Ensuring Economic Mobility Summit at the offices of hosting firm Bilzin Sumberg. Miami Leadership Local is an initiative led by the Miami Herald in partnership with the Miami Foundation and the Miami-Dade Beacon Council.
Press Release November 2, 2023
The Association of Fundraising Professionals has awarded Bilzin Sumberg with the Julia Tuttle Award for Community Involvement and Corporate Citizenship. The firm was nominated based on its unparalleled dedication to improving the lives of local communities through its extensive engagement programs.