• Private Client Services

    Relationships that transcend generations.

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Exceptional service for high net-worth individuals and families.

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. We begin with an understanding that each individual is exactly that – an individual. Starting with a lot of listening, we help our clients reach their unique goals, creating a strategic plan tailored to each person or family’s specific needs and objectives.
 
The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. Our professionals are objective and flexible to ensure that the needs of our clients are met, while working alongside our clients’ other trusted advisors. We pride ourselves on building and maintaining relationships that transcend generations. Our Private Client Service partners harness the resources of a worldwide firm of over 65,000 people, working closely with BDO Private Client Service partners across the globe to serve our clients in over 150 countries.
 
We offer the following advisory and compliance services:
 
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