Top 20 Private Client Tax Advisory Boutiques 2023

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 an essential role within the international wealth management ecosystem. High-net-worth individuals and family offices frequently rely on specialized tax advisors to navigate increasingly complex regulatory frameworks, cross-border asset ownership structures, and evolving tax residency rules.

Private client tax boutiques typically provide services including estate planning, international tax structuring, trust taxation advisory, and succession planning. As global wealth becomes more geographically mobile, demand for advisory firms capable of delivering coordinated international tax planning strategies continues to grow.

London remains one of the most prominent centers for private client tax advisory globally, hosting many of the industry's most established firms. In addition, jurisdictions such as Jersey, Guernsey, Luxembourg, and the Isle of Man play important roles in cross-border wealth structuring through their connections with fiduciary and trust services.

The Ranking News Top Private Client Tax Advisory Boutiques 2023 ranking recognizes advisory firms whose expertise, international experience, and institutional reputation position them among the most respected private client tax advisory practices.

Market Overview

Private client tax advisory continues to evolve alongside increasing international transparency initiatives and regulatory developments. Governments across major financial centers have expanded reporting frameworks aimed at improving cross-border tax compliance, requiring wealth advisors to adopt more sophisticated structuring strategies.

High-net-worth families increasingly require advisors capable of integrating tax planning with broader wealth governance considerations, including family trusts, international relocation planning, and multigenerational wealth transfer.

As a result, tax advisory boutiques with deep technical expertise and strong relationships with fiduciary institutions have become increasingly valuable partners for globally mobile families.

Industry Trend — 2023

In 2023, international tax planning remained a central concern for globally active entrepreneurs and wealthy families. Changes in tax residency rules, increasing regulatory transparency, and evolving wealth mobility patterns continued shaping the advisory landscape.

Private client tax advisors increasingly expanded their role beyond tax compliance into broader strategic advisory services. Many firms now integrate estate planning, wealth governance advisory, and family office services alongside traditional tax structuring.

Firms with strong expertise in cross-border tax planning, trust taxation, and international estate structures remain particularly well positioned in the private client advisory 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 2023 ranking reviewed approximately 30 global advisory firms, from which 20 institutions were selected.

Tier classifications reflect relative institutional positioning rather than investment performance.

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Tier I — Leading Private Client Tax Advisory Firms

Saffery LLP

• Headquarters: London, United Kingdom
• Founded: 1855

Saffery LLP remains one of the most established private client tax advisory firms in the United Kingdom. The firm has developed a strong reputation advising high-net-worth individuals, entrepreneurs, and family offices on complex cross-border tax planning and estate structuring strategies.

Saffery’s private client practice combines technical tax advisory with expertise in trust taxation, succession planning, and international wealth structuring. The firm regularly advises internationally mobile families navigating tax residency issues, multijurisdictional asset ownership, and evolving regulatory frameworks.

Through its global network and long-standing presence in London’s private client advisory market, Saffery continues to play an influential role in shaping wealth planning strategies for internationally diversified families.

Rawlinson & Hunter

• Headquarters: London, United Kingdom
• Founded: 1933

Rawlinson & Hunter is widely recognized for its expertise in private client tax planning, trust structuring, and international wealth governance advisory. The firm works extensively with high-net-worth individuals and family offices requiring sophisticated cross-border tax planning solutions.

Its advisory services include estate planning, trust taxation, and international structuring strategies designed for complex family wealth arrangements. Rawlinson & Hunter’s multidisciplinary approach integrates tax advisory with fiduciary and governance expertise, allowing the firm to support long-term wealth planning across multiple jurisdictions.

The firm’s global office network and strong institutional reputation continue to position it among the most respected private client tax advisory firms internationally.

Buzzacott LLP

• Headquarters: London, United Kingdom
• Founded: 1919

Buzzacott LLP is a well-established advisory firm specializing in private client taxation, estate planning, and wealth structuring services. The firm advises entrepreneurs, investors, and internationally mobile families navigating complex tax residency rules and cross-border wealth arrangements.

Buzzacott’s private client practice focuses on delivering tailored tax planning strategies for individuals with international business interests and multi-jurisdictional assets. The firm’s advisory services frequently address tax residency planning, trust structuring, and succession planning for globally active families.

Its long history within London’s professional advisory sector and strong technical expertise in private client taxation continue to support Buzzacott’s reputation as a trusted advisor for complex wealth structures.

Withers LLP Tax Advisory

• Headquarters: London, United Kingdom
• Founded: 1896

Withers LLP provides integrated legal and tax advisory services for wealthy individuals and families across multiple jurisdictions. The firm is particularly known for its private client advisory capabilities, including estate planning, international tax structuring, and trust advisory services.

Withers frequently advises globally mobile families navigating tax residency rules, wealth transfers, and complex estate structures spanning several jurisdictions. Its multidisciplinary advisory platform combines legal expertise with specialized tax planning, allowing the firm to support complex cross-border wealth arrangements.

The firm’s international presence and strong reputation within the global private client advisory sector continue to reinforce its position among the leading tax advisory practices serving high-net-worth clients.

Frank Hirth

• Headquarters: London, United Kingdom
• Founded: 1972

Frank Hirth has developed a strong reputation as a specialist advisory firm focused on international tax planning for globally mobile individuals. The firm advises entrepreneurs, investors, and internationally mobile professionals on complex cross-border tax issues.

Frank Hirth is particularly well known for its expertise in UK-US tax advisory and the tax planning challenges faced by internationally mobile families. The firm provides services including residency planning, international structuring advisory, and estate planning support.

Through its specialized expertise in cross-border taxation and internationally mobile client advisory, Frank Hirth continues to strengthen its role within the private client tax advisory market.

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Tier II — Established Private Client Tax Advisory Firms

(Alphabetical order)

Andersen Private Client Tax

• Headquarters: London, United Kingdom
• Founded: 2013

Andersen provides private client tax advisory services through its global professional services network. The firm advises internationally mobile individuals, entrepreneurs, and families on complex tax planning matters including cross-border structuring and residency planning.

Andersen’s private client advisory practice benefits from the firm’s international presence, enabling it to support clients navigating tax obligations across multiple jurisdictions. Its services include tax compliance, estate planning, and international wealth structuring advisory. The firm’s growing network and focus on cross-border tax expertise have helped Andersen strengthen its position within the private client tax advisory sector.

Blick Rothenberg

• Headquarters: London, United Kingdom
• Founded: 1945

Blick Rothenberg is a London-based advisory firm specializing in private client tax planning and international wealth structuring. The firm advises entrepreneurs, investors, and internationally mobile individuals navigating complex tax residency rules.

Its private client practice focuses particularly on cross-border tax planning and international wealth structuring strategies. Blick Rothenberg frequently advises individuals relocating to or from the United Kingdom, helping them manage complex tax planning issues related to international mobility.

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 supports clients through tax planning, estate structuring, and wealth succession strategies.

Its advisory platform integrates investment management with private client tax planning, allowing the firm to deliver coordinated wealth advisory solutions.

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, executives, and wealthy families on cross-border tax planning and estate structuring.

Its services include tax compliance, wealth succession planning, and advisory for internationally mobile individuals.

Mazars Private Client Services

• Headquarters: Paris, France
• Founded: 1945

Mazars provides private client tax advisory services through its international accounting and advisory network. The firm supports wealthy individuals and family offices requiring cross-border tax planning and estate structuring advisory.

Mazars’ global presence allows it to assist clients navigating complex international tax frameworks and regulatory requirements.

Moore Kingston Smith Private Client

• Headquarters: London, United Kingdom
• Founded: 1923

Moore Kingston Smith provides private client tax advisory and estate planning services for entrepreneurs and wealthy families. The firm advises clients on tax planning strategies, trust structuring, and international wealth governance.

Nexia Private Client Services

• Headquarters: London, United Kingdom
• Founded: 1971

Nexia provides private client advisory services through its global network of professional services firms. Its private client practice focuses on international tax planning and wealth structuring advisory.

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.

Stonehage Fleming Tax Advisory

• Headquarters: London, United Kingdom
• Founded: 1976

Stonehage Fleming provides private client tax advisory as part of its broader multi-family office services platform. The firm advises wealthy families on tax planning, estate structuring, and governance strategies.

UHY Hacker Young Private Client

• Headquarters: London, United Kingdom
• Founded: 1925

UHY Hacker Young provides private client tax advisory services for entrepreneurs and internationally mobile individuals requiring tax planning and compliance support.

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Tier III — Boutique Private Banks

(Alphabetical order)

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

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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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