Tax Optimization Services

Expert tax optimization solutions from leading private banks

Tax Planning

Strategic tax planning solutions

  • Personal tax planning
  • Investment tax strategies
  • Estate tax planning
  • International tax planning

Tax Advisory

Expert tax advisory services

  • Tax efficiency analysis
  • Cross-border tax advice
  • Tax compliance
  • Tax risk management

International Tax

Global tax optimization solutions

  • Multi-jurisdiction planning
  • Tax treaty analysis
  • International reporting
  • Offshore structures

Compare Tax Optimization Services

Bank Minimum Investment Management Fee Key Features
UBS Private Banking
$2,000,000 0.50% - 1.50%
  • Wealth Planning
  • Investment Management
  • Estate Planning
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Credit Suisse Private Banking
$1,000,000 0.45% - 1.35%
  • Wealth Planning
  • Investment Advisory
  • Succession Planning
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J.P. Morgan Private Bank
$5,000,000 0.60% - 1.75%
  • Investment Management
  • Trust Services
  • Credit Solutions
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