Top 20 Private Client Tax Advisory Boutiques 2022

This report forms part of the Ranking News Private Wealth series, which evaluates independent advisory and investment institutions and family offices across global wealth management markets.

Private client tax advisory firms play a critical role within the international wealth management ecosystem. These firms specialize in cross-border tax planning, estate structuring, and advisory services designed for high-net-worth individuals, family offices, and internationally mobile entrepreneurs.

As global tax transparency standards continue evolving, sophisticated private client tax advice has become increasingly important for wealthy families managing assets across multiple jurisdictions. Advisory firms specializing in private client taxation often provide services including estate planning, trust structuring, international tax advisory, and wealth succession planning.

The Ranking News Top Private Client Tax Advisory Boutiques 2022 ranking recognizes firms whose expertise, regulatory knowledge, and international advisory capabilities position them among the most established private client tax advisory practices.

Market Overview

Private client tax advisory has become an increasingly specialized segment of the professional services industry. High-net-worth individuals and family offices often require tailored tax planning strategies that account for international residency rules, cross-border asset ownership, and evolving tax regulations.

London remains one of the world’s most prominent centers for private client tax advisory services. The city hosts many long-established firms specializing in estate planning, trust structuring, and international tax advisory for globally mobile families.

In addition to the United Kingdom, fiduciary and tax advisory firms located in jurisdictions such as Jersey, Guernsey, Luxembourg, and the Isle of Man continue to play important roles in cross-border tax structuring. These jurisdictions provide technical expertise in international wealth planning, trust taxation, and fiduciary governance.

Industry Trend — 2022

Global tax transparency initiatives and regulatory changes have significantly reshaped private client tax planning in recent years. Wealthy families increasingly require advisory services capable of navigating complex tax residency rules and international reporting obligations.

At the same time, tax advisory boutiques have expanded their services beyond traditional tax compliance toward broader wealth governance advisory. Many firms now provide integrated advisory services including estate planning, trust structuring, and family governance advisory.

As cross-border wealth mobility continues increasing, demand for specialized private client tax advisors with international expertise remains strong. Firms capable of combining technical tax advisory with fiduciary and estate planning expertise continue to maintain strong positions within the market.

Methodology — Core Eligibility Criteria

To ensure consistency within the Private Client Tax Advisory category, firms included in the ranking were evaluated based on the following criteria:

• Provides specialized private client tax advisory services
• Maintains international client operations
• Demonstrates expertise in cross-border tax planning
• Advises high-net-worth individuals or family offices
• Maintains recognized reputation within private client taxation

Large accounting networks were included only where their private client divisions operate as specialized advisory practices.

Methodology — Ranking Factors

Institutions were evaluated based on qualitative considerations including:

• Institutional reputation within private client taxation
• Technical expertise in international tax planning
• Breadth of advisory services for wealthy individuals
• Experience with cross-border wealth structures
• Operational track record in the private client advisory sector

Tier classifications reflect relative institutional positioning within the private client tax advisory market.

The Ranking News Top Private Client Tax Advisory Boutiques 2022 ranking reviewed approximately 30 global advisory firms, from which 20 institutions were selected.

Tier classifications reflect relative institutional positioning rather than investment performance.

Tier I — Leading Private Client Tax Advisory Firms

Saffery LLP

• Headquarters: London, United Kingdom
• Founded: 1855

Saffery LLP is widely recognized for its long-standing expertise in private client tax advisory and wealth structuring. The firm advises high-net-worth individuals, family offices, and international families on complex tax planning strategies including estate structuring and trust taxation.

With a strong presence in London and international advisory capabilities through its global network, Saffery LLP remains one of the most established private client tax advisory firms.

Rawlinson & Hunter

• Headquarters: London, United Kingdom
• Founded: 1933

Rawlinson & Hunter is a specialist advisory firm providing tax advisory, trust structuring, and wealth governance services for international private clients. The firm works extensively with high-net-worth families requiring cross-border tax planning.

Its advisory platform combines tax expertise with fiduciary services and estate planning advisory.

Buzzacott LLP

• Headquarters: London, United Kingdom
• Founded: 1919

Buzzacott LLP provides private client tax advisory, estate planning, and wealth structuring services for high-net-worth individuals and family offices. The firm has built a strong reputation within London’s private client advisory sector.

Buzzacott advises internationally mobile families on complex tax residency and wealth planning strategies.

Withers LLP Tax Advisory

• Headquarters: London, United Kingdom
• Founded: 1896

Withers LLP provides integrated legal and tax advisory services for wealthy individuals and families. The firm’s private client tax advisory practice supports complex cross-border estate planning and wealth structuring strategies.

Withers is widely recognized for advising internationally mobile clients on tax and estate planning matters.

Stonehage Fleming Tax Advisory

• Headquarters: London, United Kingdom
• Founded: 1976

Stonehage Fleming is a multi-family office with a significant private client tax advisory capability. The firm advises wealthy families on estate planning, trust taxation, and international wealth structuring.

Its advisory platform integrates tax planning with broader family office services.

Tier II — Established Private Client Tax Advisory Firms

(Alphabetical order)

Blick Rothenberg

• Headquarters: London, United Kingdom
• Founded: 1945

Blick Rothenberg is a London-based advisory firm specializing in private client taxation and international tax planning for high-net-worth individuals and entrepreneurs. The firm provides advisory services including residency planning, estate structuring, and cross-border tax advisory.

Its private client practice focuses particularly on internationally mobile individuals and business owners with complex tax residency situations. Blick Rothenberg’s expertise in UK and international tax planning has positioned the firm as a recognized advisory practice within the private client tax sector.

Evelyn Partners

• Headquarters: London, United Kingdom
• Founded: 1836

Evelyn Partners provides wealth management and private client tax advisory services for high-net-worth individuals and family offices. The firm advises clients on tax-efficient investment structures, estate planning, and cross-border tax matters.

With a long institutional history in the United Kingdom’s private client advisory market, Evelyn Partners maintains a strong reputation within the private client taxation sector.

Frank Hirth

• Headquarters: London, United Kingdom
• Founded: 1972

Frank Hirth is a specialist tax advisory firm known for its expertise in international tax planning for globally mobile individuals. The firm advises entrepreneurs, executives, and families on cross-border tax structuring and residency planning.

Frank Hirth’s advisory services focus particularly on the intersection of UK and US tax systems.

Farrer & Co Tax Advisory

• Headquarters: London, United Kingdom
• Founded: 1701

Farrer & Co provides private client tax advisory services through its long-established legal advisory platform. The firm advises high-net-worth families on estate planning, trust taxation, and succession planning strategies.

Its strong reputation within London’s legal sector supports its private client advisory capabilities.

Grant Thornton Private Client

• Headquarters: London, United Kingdom
• Founded: 1924

Grant Thornton provides private client tax advisory services through its specialized private client practice. The firm advises entrepreneurs and wealthy families on tax planning, estate structuring, and international wealth governance.

Mazars Private Client Services

• Headquarters: Paris, France
• Founded: 1945

Mazars provides private client advisory services through its international accounting and advisory network. Its private client practice supports cross-border tax planning and wealth structuring.

PKF Private Client Tax

• Headquarters: London, United Kingdom
• Founded: 1969

PKF provides private client tax advisory services for high-net-worth individuals and entrepreneurs requiring international tax planning and estate structuring advisory.

Moore Kingston Smith Private Client

• Headquarters: London, United Kingdom
• Founded: 1923

Moore Kingston Smith provides private client tax advisory and estate planning services for high-net-worth individuals and family offices.

Baker Tilly Private Client Tax

• Headquarters: London, United Kingdom
• Founded: 1987

Baker Tilly provides private client advisory services through its international accounting network. The firm advises wealthy individuals on tax planning and wealth structuring.

Nexia Private Client Services

• Headquarters: London, United Kingdom
• Founded: 1971

Nexia provides private client advisory services through its international network of advisory firms specializing in tax planning and cross-border wealth structuring.

Tier III — Boutique Private Banks

(Alphabetical order)

• Altum Group Tax Advisory
• Bedell Cristin Tax Advisory
• Equiom Tax Services
• Harneys Tax Advisory
• Zedra Tax Advisory

Remarks

Private client tax advisory firms remain an important component of the international wealth management ecosystem. These institutions specialize in cross-border tax planning, estate structuring, and advisory services designed to support the complex financial affairs of high-net-worth families.

The firms recognized in this ranking represent advisory practices whose expertise in international taxation and wealth planning continues to maintain relevance within the private client advisory sector. Tier classifications reflect relative institutional positioning within the advisory industry rather than the tax outcomes achieved for individual clients.

Tier classification reflects relative institutional scale, advisory platform maturity, and engagement with the private wealth ecosystem. The ranking does not constitute a performance evaluation or recommendation of investment services.

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Recognition

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