Private client tax

Bespoke tax advice for individuals, entrepreneurs, business owners and senior executives

Whether you are looking for local compliance support or complex global tax, structuring or planning advice, our personal tax expertise together with our global network provides a one-stop resource for financial and tax issues that span multiple jurisdictions throughout the world.

Locally and internationally, we build lasting relationships with our clients by addressing their needs, creating value and optimizing their organizational performance.

 

Our approach 

At Forvis Mazars, we aim to adapt and focus on taking care of your needs. Life is full of surprises and things change. You need to focus on your business, your family whilst ensuring compliance, continuity, and succession. Forvis Mazars can assist you with your tax and financial affairs so that you can focus on what is important to you.

We serve global citizens, family offices, high net worth individuals, business owners and senior executives with the same engagement towards quality, compliance and ethical standards. As your trusted advisor, we are there to assist you with life’s needs and challenges and to provide customized solutions.

 

Our services

  • Personal tax compliance and global tax advice
  • Residency analysis and applicable benefits/disadvantages
  • Company/business succession (within or outside the family circle)
  • Estate planning and inheritance structuring
  • Real-estate investing and structuring
  • Wealth-planning and cash-flow analysis
  • Advice on charitable giving and philanthropy
  • Matrimonial planning

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