Private clients

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Private wealth planning – where personal meets global

Managing and structuring your wealth across borders makes an already intricate task even more complex. From wealth transfers and inheritance taxes, to investments and pensions, it’s easy to fall into any number of traps.

Baker Tilly’s support is tailormade to meet the challenges of global tax for people like you, considering every cross-border and cross-generational angle. Plan for the future and protect international assets with expert advice by your side.

When your reach is global, your advisers should be too

Managing assets and responsibilities in more than one country means almost every decision will influence another. For example, a short, extended stay in one jurisdiction could affect your residence or domicile status in another.

Join the dots with advice from local specialists on the ground. With our globally united expertise, we help you make smart decisions about moving funds, and staying on the right side of tax legislation in any given jurisdiction.

Case study: today’s planning, tomorrow's peace of mind

Planning for your future by balancing short-term gain with long-term protection.

Your financial strategy: there’s no other like it

The best plans for a wealth structure strategy? Painstaking, specific and utterly bespoke. So we get to know you, your family, your family office – and what matters to everyone involved.

And if your situation changes, we change the strategy. The constant? Baker Tilly’ support – always people-first, always looking to the future you want to build.

How Baker Tilly helps private clients like you

  • Cross-border estate planning and wealth preservation
  • Global tax filing
  • International taxes
  • Trusts or private foundations
  • Retirement and business succession planning
  • Tax-efficient philanthropy and charitable giving
Your contact
Ian Halligan
Principal
Baker Tilly, US

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