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 Portfolio Management	View Profile
Credit Suisse Private Banking	$1,000,000	0.45% - 1.35%	Wealth Planning Investment Advisory Portfolio Management	View Profile
J.P. Morgan Private Bank	$5,000,000	0.60% - 1.75%	Investment Management Portfolio Management Trust Services	View Profile
Goldman Sachs Private Wealth	$10,000,000	0.75% - 2.25%	Investment Management Portfolio Management Alternative Investments	View Profile
Deutsche Bank Private Wealth	€3,000,000	0.55% - 1.65%	Investment Management Portfolio Management Wealth Planning	View Profile
TD Private Investment Counsel	CAD $500,000	0.65% - 1.75%	Investment Counsel Wealth Advisory Portfolio Management	View Profile
DBS Private Banking	SGD 3,000,000	0.45% - 1.55%	Wealth Management Estate Planning Investment Advisory	View Profile
UOB Private Banking	SGD 1,000,000	0.42% - 1.52%	Wealth Management Succession Planning Investment Advisory	View Profile
Standard Chartered Private Bank	USD 2,000,000	0.50% - 1.60%	Private Banking Investment Advisory Legacy Planning	View Profile
Commonwealth Bank Private Banking	AUD 5,000,000	0.65% - 1.45%	Investment Advisory Estate Planning Tax Optimization	View Profile
ANZ Private Banking	AUD 2,000,000	0.60% - 1.40%	Wealth Management Private Banking Investment Solutions	View Profile
Westpac Private Bank	AUD 2,500,000	0.70% - 1.50%	Private Banking Investment Management Estate Planning	View Profile
NAB Private Banking	AUD 3,000,000	0.65% - 1.35%	Wealth Advisory Investment Solutions Business Banking	View Profile
Nomura Private Banking	¥500,000,000	0.50% - 1.80%	Wealth Management Estate Planning Investment Advisory	View Profile
SMBC Private Banking	¥400,000,000	0.48% - 1.70%	Wealth Advisory Investment Solutions Estate Planning	View Profile
MUFG Private Banking	¥200,000,000	0.40% - 1.65%	Private Wealth Trust Administration Investment Advisory	View Profile
KBC Private Banking	€500,000	0.70% - 1.95%	Investment Management Estate Planning Tax Advisory	View Profile
Belfius Private Banking	€250,000	0.65% - 1.85%	Investment Advisory Financial Planning Insurance Solutions	View Profile
ANZ Private Bank	NZD 1,000,000	0.40% - 1.20%	Wealth Management Investment Advisory Estate Planning	View Profile