International Taxation

Often, tax considerations influence our clients' decisions to move from one country to another or to invest in or acquire assets in another country, including the United States. Whether tax or non-tax considerations are the focal point of our clients' decision-making process, proper tax planning and counseling are typically critical to their long-term success.

Bilzin Sumberg’s International Tax & Private Wealth lawyers are recognized in CityWealth Magazine, Private Client Global Elite Directory, Chambers USA, and Chambers High Net Worth (HNW), the first of its kind international resource for family offices and professional wealth advisors. In 2024, the firm was ranked in Tier 1 of the Miami, Florida area for both the Tax Law and the Trusts & Estates sections of Best Law Firms (a ranking of Best Lawyers). Our attorneys work closely with high-net worth individuals and cross-border families in creating and implementing globally tax-efficient wealth transfer planning vehicles and structures for both inbound investments into the United States and outbound investments into non-U.S. countries. Wealth transfer planning for our clients typically centers on the implementation of a trust vehicle to pass wealth from one generation to the next. Our team also assists clients with pre-immigration planning in anticipation of moving to the United States, whether on a temporary or permanent basis. For non-U.S. clients looking to make investments in the United States, our attorneys assist with tax structuring to achieve favorable U.S. tax outcomes in relation to investments ranging from pure passive holdings to active trades or businesses. Our outbound planning involves the minimization of local country taxation, the deferral of income earned outside of the United States, foreign tax credit planning, and the efficient repatriation of profits to the United States.