The 2022 Wealth Management Index is out now Find out more

Company

BDO

Customer types

Company

BDO

OUR AWARD-WINNING private client services team offers a tailored range of services for HNW individuals to help them manage their global tax, and other issues, proactively and seamlessly.

We work with wealthy individuals, families, business owners and family offices who are seeking an adviser to help them structure their domestic and international affairs in an efficient and compliant manner. We also work closely with advisers to private clients, including trust companies, family offices, private banks and lawyers.

We listen carefully to the specific needs of our clients, and work to deliver exceptional service through practical, bespoke advice, tailored to an individual’s priorities. We advise our clients on what to do, rather than ‘what we know’, and assist our clients to successfully implement our advice.

With over 200 people based in the UK, we are a ‘centre of excellence’ for BDO’s global Private Client Services network. With BDO’s extensive international network we can service our clients’ needs at both a local and global level. We are setting the standard for high quality insight, advice and supporting clients all around the world.

Our work has been recognised by the industry and we are winners of multiple accolades, including Best High Net-Worth Team and Accounting Team of the Year, from the likes of LexisNexis Taxation and the STEP Private Client Awards.

Our partners and practitioners are also multiple award-winners in their own rights, from ePrivateClient Top 35 Under 35 to Citywealth’s Leaders List and the Spear’s 500 Top Recommended Private Client Accountants.

‘Great personal tax advice is a balancing act between good ideas and managing many details,’ says private client services partner Paul Ayres. ‘That’s where we really come into our own. We step back, look at the big picture and work our a roadmap for the future.

FOCUS

Estate and succession planning; Family office; Entrepreneurs and private wealth

bdo.co.uk

Share on