• Private Client Services

    Specialized services for high net worth families and individuals

Integrated services for affluent Canadians

BDO Private Client Services (PCS) is a leading advisor to wealthy individuals, families, and their businesses, both domestically and internationally. We focus on providing value-added services with complex tax planning requirements. PCS goes beyond personal tax planning to deliver overall tax optimization, including estate planning and intergenerational transfers, structuring asset ownership, investment holding companies, trusts, foundations and partnerships. We frequently serve clients who have cross-border tax issues, including international investments, in addition to managing personal situations, such as dual citizenships or families who have members in multiple countries. 

Our goal is to give our clients the reassurance that their wealth is compliant with the demands of tax authorities and global regulators and structured effectively for tax minimization and long-term preservation. 

We are leading advisors to high and ultra-high net worth families with inherited wealth, business owners, corporate executives, family offices, and individuals in situations which may lead to substantial wealth.

We invest time getting to know our private clients to fully understand their objectives and build a personal, trusted relationship. We provide a comprehensive set of services and have a proven track record in handling complex situations. We offer a full suite of private client services, including:

  • Tax efficient structuring of domestic and global investments, including business concerns and real estate
  • Tax compliance, dealing with tax authorities and dispute resolution
  • Estate and trust planning, domestic and global
  • Charitable giving and private foundations
  • Partnership and corporate structuring
  • Family enterprise advisory, business transitions, family office services
  • Immigration, residency planning and U.S. expatriation

With a global footprint in 158 countries, our integrated network ensures that clients get the best tax advice available, no matter where they live or invest.  We work collaboratively with the Global Private Client Services team to provide seamless service across all borders.

Meet our Private Client Services Team