Private client tax specialist services

Private client tax services help individuals with complex personal finances plan, structure, and report their affairs across more than one country. At Forvis Mazars, our specialist personal tax expertise and integrated international partnerships give us capabilities far beyond those of the typical wealth advisors and financial and tax planning services retained by high-net-worth (“HNW”) individuals. For individuals needing tax services in Thailand and multiple jurisdictions internationally, our global team is strategically placed to handle your tax affairs seamlessly.

Our approach to wealth tax management and estate tax planning

HNW clients often have complex asset holdings that require specialist tax advice. We work with ambitious individuals, entrepreneurs, business owners, and senior executives to provide wealth and tax management advice that fits with their lifestyles, goals, and aspirations.  

Through our private client and estate tax planning services, we strive to build enduring relationships built on understanding each client’s unique needs.  

At Forvis Mazars, we aim to solve two challenges. First, estate tax planning: creating a long-term, personalised plan that can span generations and account for both the expected and the unexpected in life and business. Second, implementation: assisting with filing across the relevant jurisdictions and ensuring full compliance to minimise audit risks.  

Our organisation maintains a charitable trust and supports various causes internationally, which informs the advice given to HNW individuals on philanthropy. Part of our tax services in Thailand is giving advice to individuals on philanthropic endeavours that are tax efficient and maximises impact.

Our services:

• Tax efficient structuring including advice on residency and domicile; 
• Estate planning and wealth succession vehicles; 
• Dispute resolution; 
• Lifetime cash flow analysis; 
• Tax compliance such as filing returns; 
• Advice on charitable giving and philanthropy.

Wealth tax management for complex personal affairs 

Wealth tax management brings together the different parts of your financial life, from income and business interests to property, investments and cross-border holdings, so they are planned as a whole rather than in isolation. For internationally mobile individuals, small decisions about where income arises or how assets are held can carry lasting tax consequences. 

Advice tailored to personal and business circumstances 

Recognising that every client is unique, we look at your residence and domicile position, your business interests and your family situation together, then set out the options and their practical effect so you can decide with confidence.  

Coordinated advice on individual tax services in Thailand and internationally 

When your finances cover more than one country, our team coordinates your individual tax services in Thailand with support in other jurisdictions through the wider Forvis Mazars network, keeping treatment consistent across borders and avoiding gaps or double taxation. 

Family Office Tax Planning for Multigenerational Wealth 

Family office tax planning suits families and business owners who want to manage wealth across generations with a consistent strategy. As assets pass from one generation to the next, the tax position can change with residence, business ownership and the timing of transfers. A considered plan keeps the family's broader objectives and its tax exposure in view. 

Tax planning for business owners and ownership transitions 

For owner-managers, personal and business taxes are closely related. Salary, dividends, share ownership and an eventual sale or succession all shape your personal position. We review both perspectives together and help you plan coordinated ownership transitions. 

Estate tax planning and wealth succession 

Estate tax planning sets out how your assets pass on in an orderly way, across the jurisdictions your family and holdings are connected to. Early planning gives you time to structure succession vehicles, review beneficiaries and account for reporting obligations before any transfer takes place. 

Our private client tax services and advisory process 

Understanding your position: We start with a high-level review of your income sources, assets, business interests and the countries connected to your finances. 

Building the plan: We create a wealth tax management and estate tax planning strategy that reflects your goals and family circumstances. 

Implementation: We support filings across the relevant jurisdictions and coordinate with your other advisers. 

Ongoing review: As your circumstances and the rules change, we revisit the plan so it remains appropriate. 

Private client tax services for expatriates and foreign business owners 

Many of our private clients are foreign entrepreneurs, expatriates and business owners with interests in Thailand and in their home country. Moving to Thailand, setting up a company or acquiring assets here can change your residence position and your reporting obligations, sometimes in ways that are not obvious at the outset. We help you understand how tax planning for high-net-worth individuals applies to your situation before decisions are made, rather than after obligations have arisen. 

Why work with Forvis Mazars for private client tax 

Because Forvis Mazars in Thailand is part of a global network, our private client specialists combine personal tax knowledge in Thailand with access to colleagues in the jurisdictions where you hold interests, so your wealth tax management and estate tax planning are handled consistently and seamlessly.  

For clients who want advice on individual tax services in Thailand alongside support abroad, we take a measured, long-term view and explain the reasoning behind each recommendation, so you keep control of decisions about your wealth. Contact us to learn more about our tailored, private client tax services. 

This page provides general information and is not personalised tax advice. The right approach depends on your specific facts and the rules in force at the time.

FAQs avout private client tax services

Q: What documents should I prepare before meeting a private client tax services adviser at Forvis Mazars? 

A: Bring a high-level overview of your income sources, asset holdings, business interests, countries connected to your finances, recent tax filings, and any planned transactions or changes in residence. Your adviser can then identify which documents and information are most relevant for the engagement. 

Q: When should a high-net-worth individual seek tax planning advice: before moving to or after arriving in Thailand? 

A: It is generally best to seek advice before a move, rather than after tax obligations arise. Early estate tax planning can help you understand the potential impact of residence status, employment arrangements, overseas income, investments, and reporting requirements. 

Q: Can private client tax advisers work with my lawyer, banker or financial adviser? 

A: Yes. Private client tax services often need to be coordinated with legal, financial-planning, investment and business advisers. A coordinated approach helps ensure that tax considerations are addressed alongside wider personal, family and commercial objectives. 

Q: Do entrepreneurs need separate personal and business tax advice? 

A: Often, yes. An entrepreneur’s personal tax position may be connected to salary, dividends, ownership interests, investments, family assets, and future business decisions. Reviewing both perspectives together can help identify issues that may be missed when they are considered separately. 

Q: Can Forvis Mazars’ private client tax services continue after a one-time transaction or change in circumstances? 

A: Yes. Tax needs can change after a relocation, business transaction, inheritance, change in family circumstances or new investment. Ongoing family office tax planning review and compliance support can help ensure the strategy remains appropriate as circumstances and tax rules evolve.