Personalised tax planning strategies for the preservation of family wealth

With significant wealth comes tremendous opportunity. 

Individuals and families with complex financial profiles have distinct needs that go well beyond meeting tax compliance and filing obligations. From estate planning to business succession planning to the financial and administrative management needs of a family office, coordinating the intricacies of wealth — and the various advisors who manage them — can be overwhelming. 

When our clients explain their challenges, we listen. Based on each client’s goals, we work alongside them to develop tax planning strategies that reflect their circumstances and help achieve their objectives. Tax Clock's private client services professionals tap into extensive knowledge, experience and global capabilities to serve high net-worth clientele, including C-suite executives, entrepreneurs, professional athletes, entertainers, and multi-generational family-owned businesses.  

Our team of dedicated professionals delivers the experience of working with a boutique firm coupled with the resources of an international organisation.