Exceptional service for high net-worth individuals and families.
BDO’s Private Client Services begins with an understanding that each individual is exactly that – an individual. We do a lot of listening. Our goal is to provide a unique course of action to each client, with strategies tailored to that person or family’s specific needs and objectives.
The Private Client Services group is experienced in all aspects of estate, income, and gift taxation; trust tax compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. We have a wealth of professional resources dedicating to minimizing our client’s tax burdens, while maximizing compliance with local and international regulations. BDO also provides advice to closely-held partnerships and S corporations.
We offer the following advisory and compliance services: