Private Client Services

Business owners and high-net-worth individuals build their businesses and create wealth for their families. In doing so, they often need to navigate a myriad of tax complexities, particularly when addressing wealth preservation, wealth transfer, and succession planning.

In an evolving tax landscape, family businesses must stay abreast of global tax developments. Successful families are able to build a lasting business legacy across generations by embracing change and planning early.

How Can We Help You

At Baker Tilly, we provide business tax advisory and compliance services tailored to your specific needs and objectives.

Business Tax Advisory and Compliance Services

• Advising on family holding structures and trusts
• Advising on asset and transaction structuring
• Advising on the establishment of your chosen family office structure
• Advising on wealth transition and succession planning matters
• Family governance advisory
• Advising on business restructuring
• Assisting with tax controversy management
• Tax compliance and reporting