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.
What’s Mine is Mine…Until It Goes to the Government
In an effort to make sure that individuals and families have thought through the pros-and-cons of “using or losing” the expanded exemption opportunity, leaders from BDO’s Private Client Services practice tips and tools that you may need to consider.
Year-End Planning for Private Clients
This year-end tax planning webinar is dedicated to focusing on the key tax law changes that occurred in 2023 and those proposed for 2024 and beyond that are most likely to impact wealthy individuals, estates and trusts.
Creating a Lasting Family Wealth Enterprise: From Founder’s Office to Family Office
A diverse team of family office professionals will discuss the necessary infrastructure, and the key paradigm shift that must take place to enable lasting, multi-generational family wealth enterprise management.
Kicking Off the Year Successfully for Private Clients
Tips for Kicking Off the Year for Private Clients
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