With significant wealth comes tremendous opportunity.
Individuals and families with complex financial profiles have distinct needs that go well beyond meeting tax compliance and filing obligations. From estate planning to business succession planning to the financial and administrative management needs of a family office, coordinating the intricacies of wealth — and the various advisors who manage them — can be overwhelming.
When our clients explain their challenges, we listen. Based on each client’s goals, we work alongside them to develop tax planning strategies that reflect their circumstances and help achieve their objectives. BDO's private client services professionals tap into extensive knowledge, experience and global capabilities to serve high net-worth clientele, including C-suite executives, entrepreneurs, professional athletes, entertainers, and multi-generational family-owned businesses.
Our team of dedicated professionals delivers the experience of working with a boutique firm coupled with the resources of an international organization.
When it comes to tax planning, we evaluate each client’s overall financial picture and prioritize their distinct goals. Areas of focus include:
A shared vision of growth for a successful future in the U.S.
In today’s global economy, there is an increasing interest for non-U.S. based businesses, executives and families to have a U.S. presence. However, tax laws and reporting requirements may seem complex and daunting to those wanting to expand into the U.S. At BDO, we have the experience to address tax planning considerations wherever they may arise.
An integrated approach to U.S. expansion and growth:
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Combining our deep technical knowledge and global reach with emerging technologies, we work collaboratively to address your tax reporting obligations, transform your tax operations, and identify opportunities across your total tax footprint.
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At BDO, you can do much more than fulfill your career ambitions — here, you can explore your full potential. That’s because we’re committed to helping our employees achieve on both personal and professional levels.
