Private Client Tax

Bespoke 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.

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 and your family whilst ensuring compliance, continuity, and succession. Our experts 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
  • Income tax return filing
  • Company/business succession (within or outside the family circle)
  • Estate & gift tax planning and inheritance structuring
  • Tax planning and advisory
  • Advice on charitable giving and philanthropy

Want to know more?