International Private Wealth

Many of our clients have complex international affairs. We recognise the value in providing proactive advice to improve global tax positions, while understanding that all aspects of international tax advice are interdependent and all necessary in understanding worldwide tax implications. 

How BDO can help 

All aspects of international tax advice are provided by the BDO member firm in the relevant jurisdiction, while we coordinate and manage international projects to ensure seamless service delivery. Our service offering includes:

  • Tax residence advice and practical guidance
  • Structuring of wealth for temporary residents
  • Advice on the use of trusts and other entities, plus ongoing guidance to trustees and bankers on management of assets within these structures
  • Working with private bankers to ensure cohesion of tax efficiency with investment strategy and fund management
  • Asset and remuneration structuring
  • Managing tax risk in relation to offshore structures and the timing and nature of transactions
  • International tax structuring
  • Private equity structuring
  • Working with family lawyers on matrimonial/divorce planning advice
  • Estate tax and succession planning
  • Family office services (monthly accounts, bank statement reconciliation, etc.)
  • Tax return preparation and necessary filings with tax authorities
  • Managing tax audits of High Net Wealth Individuals
  • Transfer of wealth to next generation.

Global private client tax services

Wealthy individuals, their families, and their businesses’ financial interests often cross international borders. BDO’s global private client services team is experienced in working with high- and ultra high-net-worth individuals and their families, entrepreneurs, and family offices. 

We work with our clients to structure their domestic and international affairs in an efficient and compliant manner. Our goal is to ensure clients’ wealth is structured effectively for long-term preservation and in compliance with the demands of regulators. 

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. The professionals on our global private client team work together to provide a complete range of tax services to individuals, including: 

  • Advice for tax-efficient relocation to other countries 
  • Tax advice on investing money effectively around the globe
  • Estate and gift tax planning 
  • Tax advice on investing in real estate in other jurisdictions. 

BDO ensures that clients get the best tax advice no matter where they live or invest.

FIND OUT MORE

Contact us

Contact our team to discuss your needs using the request for service form. 
Alternatively, call 1300 138 991 to speak with an adviser in your nearest BDO office.

Meet our team

A photo of Mark Pizzacalla looking straight ahead with a view of Sydney in the background

Dr. Mark Pizzacalla

National Leader, BDO Connect
Partner, Business Services
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