Private client services

Our award‑winning, multidisciplinary private client team brings together personal tax advisers, financial planners and investment managers to support every aspect of your financial affairs. 

This joined‑up approach ensures your planning is carefully balanced and tailored to your goals, drawing on the collective expertise of a broad range of specialists while delivering cohesive private client advice and wealth management.

Our clients range from business owners and their families to high-net-worth individuals and C-suite professionals seeking trusted private wealth management and strategic guidance from an experienced private wealth adviser. 

We are a UK  firm within a global practice that covers more than 100 countries. This allows us, where needed, to call on in-country expertise to help clients make balanced decisions and meet local regulatory requirements. 

• Personal tax

  Structuring your affairs efficiently is essential to protect and manage your wealth. Our private client advisory services ensure your tax position supports your wider personal wealth objectives.Find out more

• Financial planning

  Grow, invest, and protect your wealth with Forvis Mazars financial planning solutions. As part of our wider private client financial services, we provide tailored retirement planning and pension planning solutions designed to strengthen your financial future.Find out more

• Investment management

  Forvis Mazars offers a wide range of investment solutions and services to support clients in meeting their goals and aspirations. Our collaborative approach helps us understand what matters to you and deliver tailored investment and personal wealth management.Find out more

• International tax advisory services

  Navigating international tax obligations can be complex, especially when managing interests across multiple jurisdictions. Our international tax advisory services help you understand and comply with varying regulations, reduce risk, and optimise your global tax position with confidence, an essential part of modern private client management.Find out more

• Trust and estate management

  Trusts continue to form an important part of estate planning, perhaps as they allow children to benefit from trust income whilst you maintain control over the trust assets. Trusts are also used as part of an inheritance tax planning strategy and play a key role in long‑term private wealth management.Find out more 

Client testimonials