Private client tax

Our specialized personal tax expertise and integrated international partnership provide capabilities far beyond those of typical wealth advisors and financial planners engaged by high-net-worth (“HNW”) individuals. For individuals whose tax positions span multiple jurisdictions, our global team is ideally positioned to handle their tax matters seamlessly.

Our approach

HNW clients often have complex assets that require specialized tax advice. We work with ambitious individuals, entrepreneurs, business owners, and senior executives to provide guidance tailored to their busy lifestyles and help them achieve their aspirations.

We strive to build strong, lasting relationships based on understanding and the belief that each client is unique.

At Forvis Mazars, our goal is to address two key challenges. First, we assist with tax planning: creating a long-term, personalized plan that can even span generations. This may cover both expected and unexpected life and business events. Second, we help with plan implementation: supporting filings across multiple jurisdictions and ensuring full compliance to minimize audit risk.

As an organization with our own charitable foundation and experience working with numerous global causes, we understand that many HNW individuals want to give back to society. We can also advise on how to do so in a tax-efficient way that maximizes impact.

Our services

• Efficient tax structuring, including advice on residency and domicile
• Estate planning and wealth succession vehicles
• Dispute resolution
• Lifetime cash flow analysis
• Tax compliance, including filings
• Charitable giving and philanthropy advice