2025 Private Client Services Webcast Series
About BDO’s Private Client Services Webcast Series
BDO’s Private Client Services Webcast series is designed to provide valuable information to navigate the tax, financial and other needs of high-net-worth individuals, families, and family offices.
Our series will highlight a variety of subject matter critical to the high-net-worth audience and will provide real world insight and applications to equip individuals and advisors in this space with actionable ideas and best practices to help guide both the challenges and opportunities they face within their family wealth enterprise.
Upcoming
Navigating Cross-Border Wealth Challenges
Join BDO’s professionals as they explore the complexities of cross-border tax and estate planning. This session will cover the challenges and opportunities of managing wealth across multiple jurisdictions, including tax treaties, residency considerations, and compliance requirements.
Coming Soon
- Family Office Structuring: Complexities of the Lender Model
Date: August 13, 2025 - Year-End Tax Planning for Private Clients
Date: November 12, 2025
Past
Tax-Efficient Business Succession and Estate Planning
This session will cover how ESOPs can facilitate tax-efficient wealth transfer, support business succession planning, and provide liquidity solutions for owners.
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