Wealth Transfer for International Family

International Family
Representation of family from Latin America in connection with various wealth transfer matters, including the minimization of estate, gift, and income taxes. Assets include real estate in Miami, Florida, and the family's home country, liquid investment assets in a U.S. brokerage account and interests in two Salvadorian companies that own real estate in Central America.
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Richard M. Goldstein

Richard M. Goldstein

Partner, Tax and Estate Planning Group Chair
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Experience
Representation of equity investor in its successful bid for the deployment of the Red Compartida wholesale broadband network, an approximately $7 billion public-private partnership with the Mexican Secretariat of Communications and Transportation.
Experience
Advised $5 billion hedge fund on synthetic investment, through total return swap, in publicly-traded REIT to avoid withholding tax on distributions to fund’s foreign feeder.
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