Private Client & Family Office Tax
Wealth structuring and succession planning for individuals and families.
Individuals and families with wealth spread across investments, property and businesses need tax planning that looks beyond a single filing year. We advise private clients and family offices on income tax planning, estate and succession structuring, and the tax implications of holding assets across multiple jurisdictions.
Our approach treats each family's structure as a single system — coordinating personal tax, business tax and succession planning together, rather than advising on each in isolation.
How a typical engagement runs
Engagements usually begin with a single consolidated view of what the family actually owns — across entities, jurisdictions and asset classes — since fragmented visibility is the most common reason succession plans stall. From there we sequence tax, structuring and succession decisions together rather than advising on each in isolation.
What this covers
- Personal and family income tax planning
- Estate and succession structuring
- Family office governance and reporting frameworks
- Cross-border asset and residency planning
- Trust and holding structure advisory
Built around your outcome, not our org chart
- One team across corporate, international, indirect and personal tax
- Senior tax specialists directly involved in every engagement
- Documentation built to withstand scrutiny, not just meet the deadline
- Planning surfaced before the filing deadline forces a decision
- Corporate TaxCompliance and planning for domestic and multinational businesses.
- International Tax & Transfer PricingCross-border structuring, treaty analysis and arm's-length pricing.
- Indirect Tax (GST / VAT)Registration, returns, and indirect tax advisory across jurisdictions.
- Tax Compliance & Litigation SupportAssessments, appeals, and representation before tax authorities.
- Global Employer ServicesExpatriate tax, payroll and mobility support for global teams.