Private Client

Our private client team puts you first

Our experienced and dedicated team provides high-net-worth individuals and their families, growth-oriented entrepreneurs, and closely held business owners with specialized tax planning, compliance, and advisory services to help build and preserve wealth.

Our team has the expertise and knowledge of complex tax issues to offer uniquely crafted and specialized services at the highest level.

Premier concierge services for private clients

BerryDunn’s team of experts is skilled at creating optimal tax planning and wealth preservation strategies for our clients. We are thoughtful and creative in our approach, striving to help clients lower their tax exposure while identifying opportunities for strategic growth.

Income tax planning and compliance

Strategically reduce risk, preserve wealth, and leverage tax laws.

Estate planning and compliance

Help create a comprehensive strategy for wealth preservation and succession.

International tax planning

Navigate complex tax issues and provide actionable tax advice.

Family Office services

Help protect and grow your family's wealth for generations to come.

Income tax planning and compliance

Our experts collaborate with clients to identify their goals and develop a personalized income tax strategy to match. We factor in compliance, residency, investments, and wealth management to achieve optimal results.

Tax strategy

BerryDunn’s team analyzes a client’s circumstances and then creates a tax strategy tailored to their unique situation.

Wealth preservation

Our solutions preserve your wealth for future generations by protecting your assets, reducing your risk, and focusing on financial security.

Estate planning and compliance

We provide comprehensive wealth succession planning and valuation services. Our team is skilled at guiding clients through the strategic transfer of assets to heirs. Our goal is to help you preserve your wealth while reducing taxes.

Estate planning

We walk clients through estate planning, helping clients strategically preserve wealth and minimize tax exposure.

Trust planning

We create tax-efficient, effective strategies to ensure the seamless transfer and long-term preservation of personal and business assets, with specialized planning for assets held in or transitioning into trusts.

Estate valuations

We provide a full array of valuation services to support a client’s estate planning and wealth transfer.

International tax planning

BerryDunn provides international tax advisory services with an eye toward global compliance. We create a strategy informed by tax analysis on different jurisdictions, compliance with US tax rules, and our client's best interest.

International tax planning

We offer international tax planning services tailored to the specific needs of each client and with a focus on reducing their tax burden.

Estate tax planning

We collaborate with high-net-worth clients invested in global portfolios to provide expert guidance on wealth management and transfer.

Family office services

We prioritize your family’s interests. Our collaborative approach extends to your other advisors and is customized to your needs. We can help you bolster your back office, create dynamic and effective tax strategies, build a solid foundation for the next generation, and optimize your systems and processes.

Outsourced accounting

Our experienced and discreet team can help with all of your daily bill pay, accounting, and tax needs.

Succession planning

Our extensive business succession knowledge helps you gain control of opportunities, make informed decisions, minimize taxes, and enter the next stage of your life on your terms.

Governance and risk management

We facilitate strategic decision-making for governance in alignment with family values while minimizing risk and preserving wealth.

Benefits of working with BerryDunn's Private Client Group

Collaborative, long-term approach

BerryDunn makes collaboration a priority. We invest time in understanding a client’s specific goals and foster each relationship with the future in mind.

Focused expertise

Our team of experts has extensive training and vast knowledge to support our clients. We leverage this deep insight to help clients build and preserve wealth.

Customized, client-centric partnership

The goals of our clients are at the forefront of our work. We provide a high level of specialized services unique to each client.

Discreet, personalized support

BerryDunn recognizes that our clients value discretion. We respect the sensitive nature of the work we do and appreciate the trust our clients place in us as we help them strategically plan.

Trusted guidance for strategic wealth preservation planning

BerryDunn’s Private Client Group delivers discreet, personalized support to high-net-worth individuals and families. With a collaborative, client-first approach, we provide highly tailored tax and estate planning solutions to help grow and preserve wealth across generations. Our team is adept at solving the most intricate and sophisticated challenges.