Private client services team provides a comprehensive cross section of advisory services to high net worth individuals and corporate executives, allowing such individuals to concentrate on their business interests.

Protecting business and personal wealth is of upmost importance for private clients worldwide. At Grant Thornton, we bring reason and instinct to all aspects of your personal finance and compliance planning.

From tax mitigation and deferral advice to financial planning and tax compliance, professionals at Grant Thornton ensure that private clients have made the appropriate arrangements to protect every aspect of both their business and personal wealth.

If you have any questions or would like to find out more about how we can help, contact Adrian Sham.

Tax Adrian Sham

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Services offered

Family Business Services

We provides family business services to help companies grow and prosper over the long term. We know the ins and outs of family businesses and provide expert advice in a sensitive manner that’s right for family, individuals and the business to avoid conflict and reach the best decisions for everyone involved.

Private tax advisory

We provide private clients a holistic tax service from advising on their tax residence status, the impact of their tax residence, location of assets and sources of income on their worldwide tax position. We also advise on the implementation and assist with the ongoing compliance requirements for structures held by clients (e.g. trusts, business interests, corporate group structures). Finally, we work with other private client professionals to provide a holistic service to our client base.

International Inheritance / Estate Tax and Gift Tax Consulting

We provide international inheritance/estate tax compliance services in conjunction with professionals from Grant Thornton International member firms in over 130 countries. We provide compliance services to ensure filing obligations are met, valuation services for privately-held companies and advisory services for lifetime estate and gift tax planning to minimize taxes due.

Global Mobility Services

Through our global organisation of member firms, we support both companies and individuals, providing insightful solutions to minimise the tax burden for both parties. Our tax specialists and social insurance consultants work together to bring a fresh perspective to complex multi-jurisdictional issues and help employers create a clear, transparent approach to their expatriate assignments. We also make sure employees are treated fairly and understand the tax implications of living and working abroad.