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The World of Private Clients

BDO’s Global Private Client Services team is a global network of private client specialists who have a multi-jurisdictional understanding of leading issues and a commitment to exceptional client service.  For private clients, the need for specialist tax advice has never been greater. All around the world, legislation is becoming more complex, tax authorities are hardening their attitudes to tax structuring and the move towards global sharing of financial information means there is an increased risk of investigation.

Our thought leadership insights are focused through four leading themes - click through on the pillars below to explore: 

Tax Transparency

Factors such as privacy vs. transparency, social attitudes to greater transparency, risk and reputation management, attitudes of the next generation towards these aspects.

Relocation
The changing role of tax exposure in decision-making in private client relocation. Outlining the role of social and political unrest as a backdrop, and focusing in on any new and emerging locations.

Family & Intergenerational wealth
Looking at themes around new wealth and attitudes toward wealth management. Investigating new attitudes towards investing in perhaps physical assets and cash rather than stocks, and also focusing on ESG and philanthropy.

Adviser of the future
Where the role of the private client advisor sits against these three pillars particularly. What are the new skillsets that they must have, develop and retain?

 

Participate

The World of Private Clients is BDO’s innovative, international research programme designed to provide a forensic understanding of the critical issues, questions, opportunities and risks facing the global High Net Worth community over the coming 12 months and beyond.

Our survey is now live and will lead to the creation of international and pan regional insights which will be relevant across the community. We will provide benchmarking against a number of key questions, providing useful observations as we face, on a global level, a time of uncertainty and of breaking new ground.

Would you like to receive early findings of the World of Private Clients research findings and compare your business to others participating in the research? We invite you to sign up to take part in a short telephone interview by Skype. Sign up to be part of our research by using our sign up form and select “Tax: World of Private Clients – Research project”.  We will be in touch with you to arrange the interview.
 

FAMILY AND GENERATIONAL WEALTH

BDO draws on leading expertise from BDO’s Family Business centres of excellence – on managing family dynamics, successful succession and preserving wealth in a family context.

ADVISER OF THE FUTURE

What are the challenges that will face clients in the future? We explore the changing nature of wealth and our advice, against a backdrop of new technology, increased globalisation and mobility.