Miami, FL – Credited with having “considerable experience acting for international clients and on matters with complex cross-border issues”, Bilzin Sumberg’s Tax & Private Wealth Group has once again been recognized by Chambers High Net Worth as one of the top private wealth practices in Florida.
Three of the firm's partners were also listed in the 2022 edition of Chambers High Net Worth - Richard M. Goldstein, Chair of the firm’s Tax & Private Wealth Group, Hal J. Webb, Head of the Group’s International Private Client Wealth Team; and Jennifer J. Wioncek, Practice Group Leader of the Tax & Private Wealth Group.
A Chambers source noted that Richard M. Goldstein has a "good reputation in Miami" for this [complex tax and estate planning] work. Another Chambers source echoed this praise for Hal J. Webb: "Hal is enormously knowledgeable, very practical and has great technical abilities. He has enormous breadth and depth of knowledge and experience." Sources regarded Jennifer J. Wioncek as having “the best of both worlds. She is highly technical while using a common-sense approach and maintains fees in line with clients' expectations." Another commentator notes: "[Jennifer] is an experienced attorney with excellent client service."
Richard counsels ultra-high-net-worth individuals, closely held family businesses, non-resident aliens and multinational entities with complex tax planning and structuring and estate planning and probate. Richard has particular expertise in representing foreign persons with respect to their inbound investing, including U.S. income and estate tax planning.
Hal counsels some of the world's wealthiest individuals, family offices and trust companies with regard to their global tax and estate planning matters. He relies on approximately 25 years of experience representing clients from across the world, particularly the U.S., Latin America, Europe, the Caribbean, Canada, and the Middle East regarding global tax and estate planning matters, with a focus on maximizing global tax and estate planning efficiencies and savings.
Jennifer is a highly experienced tax attorney with extensive expertise in handling the tax and succession planning needs of high-net-worth clients for domestic and cross-border families. Her broad practice covers international and domestic tax and estate planning issues, pre-immigration tax planning, expatriation tax planning, international tax reporting and compliance, private trust company structuring, cross-border estate administration, tax structuring for real estate funds with foreign investors, and other tax structuring for investment into the United States.
The Chambers High Net Worth guide covers global private wealth management work and features in-depth editorial about leading lawyers and law firms providing wealth preservation and estate planning counsel.
About Bilzin Sumberg
Bilzin Sumberg counsels clients whose business and legal opportunities and challenges span the United States, Canada, Europe, Latin America, the Middle East, and Asia. The firm's growth has paralleled that of its Miami home base, a region known for its rich cultural, social, and professional diversity. Bilzin Sumberg stands at the center of virtually every major transaction shaping Florida and is at the forefront of the state’s most pressing economic issues – from infrastructure, transit and mobility, to affordability and the diversification of the state’s economy. Bilzin Sumberg lawyers concentrate on services at the heart of both regional and international commerce, including real estate, land development and government relations, environmental, construction, corporate and securities, finance, joint ventures, domestic and international tax and private wealth planning, antitrust, business litigation, and public-private partnerships. For more information, please visit bilzin.com.