Finalist of the 2020 STEP Private Client Awards Private Client Legal Team of the Year Category
2020 STEP Private Client Awards
Press Release
August 26, 2020
Miami, FL – Bilzin Sumberg is proud to announce that the firm's Tax & Private Wealth Services team is among the finalist of the 2020 STEP Private Client Awards in the Private Client Legal Team of the Year, midsize firm category.
Bilzin Sumberg's Tax & Private Wealth Services team represents ultra-high-net-worth private clients who need tax, succession, and business planning. The team also represents many family offices and foreign trust companies in matters that typically involve multi-jurisdictional families with assets in several jurisdictions.
The team handles both international and U.S. domestic private client work, planning for foreign investment in U.S. business interests, financial products, and real estate, as well as pre-immigration planning for individuals moving to the U.S., and global tax and succession planning for international families. They routinely establish foreign and domestic dynasty trusts to achieve non-tax planning objectives, reduce U.S. income tax, and eliminate U.S. estate tax.
Team members are also recognized as thought leaders in their field and frequently share their insights through Bilzin Sumberg's Tax Talk podcast and the Tax & Wealth Services Report blog. Additionally, the firm hosts the Annual International Tax & Wealth Planning Conference, bringing together industry leaders across the globe to discuss the intricacies of international and domestic U.S. tax issues for high-net-worth individuals and corporations. Attendees include financial advisors, accountants, family offices, foreign attorneys, tax directors, and trust advisors.
Widely considered one of the most prestigious awards in the private client industry, the annual STEP awards highlight excellence and innovation among private client professionals worldwide. In its 15th year, STEP received a record-breaking number of nominations for the 2020 Private Client Awards across 27 countries.
About Bilzin Sumberg
Bilzin Sumberg works with clients whose business and legal opportunities and challenges span the United States and cross borders to Europe, Latin America, Canada, 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 lawyers concentrate on services at the heart of both regional and international commerce, including real estate, land development and government relations, environmental, corporate law, joint ventures, domestic and international tax and estate planning, business litigation, finance, and public-private partnerships. For more information, please visit bilzin.com.
Bilzin Sumberg's Tax & Private Wealth Services team represents ultra-high-net-worth private clients who need tax, succession, and business planning. The team also represents many family offices and foreign trust companies in matters that typically involve multi-jurisdictional families with assets in several jurisdictions.
The team handles both international and U.S. domestic private client work, planning for foreign investment in U.S. business interests, financial products, and real estate, as well as pre-immigration planning for individuals moving to the U.S., and global tax and succession planning for international families. They routinely establish foreign and domestic dynasty trusts to achieve non-tax planning objectives, reduce U.S. income tax, and eliminate U.S. estate tax.
Team members are also recognized as thought leaders in their field and frequently share their insights through Bilzin Sumberg's Tax Talk podcast and the Tax & Wealth Services Report blog. Additionally, the firm hosts the Annual International Tax & Wealth Planning Conference, bringing together industry leaders across the globe to discuss the intricacies of international and domestic U.S. tax issues for high-net-worth individuals and corporations. Attendees include financial advisors, accountants, family offices, foreign attorneys, tax directors, and trust advisors.
Widely considered one of the most prestigious awards in the private client industry, the annual STEP awards highlight excellence and innovation among private client professionals worldwide. In its 15th year, STEP received a record-breaking number of nominations for the 2020 Private Client Awards across 27 countries.
About Bilzin Sumberg
Bilzin Sumberg works with clients whose business and legal opportunities and challenges span the United States and cross borders to Europe, Latin America, Canada, 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 lawyers concentrate on services at the heart of both regional and international commerce, including real estate, land development and government relations, environmental, corporate law, joint ventures, domestic and international tax and estate planning, business litigation, finance, and public-private partnerships. For more information, please visit bilzin.com.
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