Private individuals

We understand the complexity of looking after personal, family, business and investment wealth. It's a complicated landscape to navigate – but it's extremely important to get it right. Our experts advise clients across the entire ecosystem of private client advice, from tax to investments to family wealth. If you have affairs in multiple jurisdictions, our integrated, international partnership provides you with capabilities far beyond those of the typical wealth advisors and financial planners.

How we can help

• Private client services for business owners
• Private client tax

Our approach

At Forvis Mazars, we work closely with clients to act as a sounding board for sensitive, complex questions and ensure you have access to the information you need to make the right decisions along the way. We can help with everything from tax planning and implementation, investment optimisation, enhancing property investments and protecting your family’s future. For individuals with affairs in more than one country, our global team is perfectly placed to handle your affairs wherever you are.