Private Client Services

With the advent of technology, the rapid pace of globalisation, growing complexities of laws, multiple compliances and increased exchange of information amongst regulators, the High-Net-Worth Individuals (HNI) community is facing an ever-dynamic plethora of opportunities as well as risks.

Owing to the complexity and the tightening of the accounting, tax and regulatory frameworks and a changing reporting landscape, HNIs are faced with several unprecedented challenges while navigating the stringent laws and compliances across jurisdictions. With the multiplicity of disclosures surrounding income, assets and liabilities, succession, wealth, insurance etc. coupled with interplay amongst regulations, a multi-dimensional evaluation is imperative.

At BDO India, we pride ourselves in committing to understanding the needs of our clients and align our efforts to provide pragmatic solutions tailored to their specific priorities and objectives.  

Our team of experts delivering Private Client Services consist of members with specialist knowledge and experience in international tax, succession planning, wealth and asset structuring, accounting, technology, trust law and family business advisory. The team has hands-on experience in assisting private clients, all while adhering to global best practices. We have leading expertise in key specialisms with a proven track record of handling complex issues and working closely with our clients’ other agencies like bankers, lawyers, investment advisors etc.

Through our proactive approach and collaborative planning, we partner with our clients to enable them to achieve their objectives. Our goal is to provide our clients with the assurance that they are compliant with the demands of regulators across jurisdictions and are structured effectively for long-term wealth preservation.

We value confidentiality and data privacy and uphold them while onboarding and using the latest technologies and relevant tools for delivering solutions.

Leveraging the knowledge and experience of our global network of tax experts, we are uniquely placed to be abreast with the latest accounting, tax and regulatory developments and emerging trends, globally. As part of an international organisation, the exposure and active interactions allow us to brainstorm and deliver innovative multi-jurisdictional services to our clients seamlessly and comprehensively.

OUR SERVICES:

• Global accounting and Compliance Support
• Tax Services
• Family Office, Private Trusts and Partnership Management
• Wealth, Assets and Investment Structuring
• Estate and Succession Planning
• Regulatory, Information Exchange, FATCA and CRS Compliance
• Residency and Domicile Planning
• Charity and Philanthropic Activity Compliance
• Business Structuring and Advisory
• Litigation, Dispute Resolution, Arbitration and Conciliation Support