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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.

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?

Our innovative research

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.

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? 



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.


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.