Tax Advisory Services
Professional tax advisory services for high-net-worth individuals
Understanding Tax Advisory
Private banking tax advisory services provide sophisticated tax planning and compliance solutions for high-net-worth individuals facing complex domestic and international tax obligations. These services go beyond basic tax preparation to include strategic tax optimization, cross-border tax planning, and coordinated wealth management strategies that minimize overall tax burden while ensuring full regulatory compliance.
Market Insights
High-net-worth individuals can save 2-5% annually on their effective tax rate through professional tax advisory services. Private banks typically charge 0.10% to 0.50% of assets under management for comprehensive tax advisory services.
Key Service Components
International Tax Planning
Cross-border tax optimization for clients with global assets and multiple residencies
Investment Tax Strategies
Tax-efficient investment structuring including tax-loss harvesting and asset location optimization
Business Tax Planning
Tax strategies for business owners including succession planning and exit strategies
Regulatory Compliance
Ongoing compliance with FATCA, CRS, and other international reporting requirements
Compare Tax Advisory Providers
| Bank | Minimum Investment | Management Fee | Key Features | Rating | |
|---|---|---|---|---|---|
| | $2,000,000 | 0.50% - 1.50% |
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| | $10,000,000 | 0.75% - 2.25% |
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| | CAD $500,000 | 0.65% - 1.75% |
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| | AUD 5,000,000 | 0.65% - 1.45% |
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| | AUD 2,500,000 | 0.70% - 1.50% |
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| | €500,000 | 0.70% - 1.95% |
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| | $1,000,000 | 0.45% - 1.35% |
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| | $5,000,000 | 0.60% - 1.75% |
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Compare tax advisory services from leading private banks and find the perfect match for your financial needs.