Top 20 Private Client Tax Advisory Boutiques 2024

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 increasingly strategic role within the international wealth management ecosystem. As high-net-worth individuals and globally active entrepreneurs manage assets across multiple jurisdictions, specialized tax advisory services have become essential for navigating complex regulatory environments and evolving cross-border tax frameworks.

Private client tax advisors typically support wealthy families through services including estate planning, international tax structuring, trust taxation advisory, and succession planning. These advisory services have become particularly important as governments continue expanding transparency initiatives and reporting requirements for cross-border assets.

London remains one of the most influential global centers for private client tax advisory services, hosting a concentration of long-established advisory firms serving internationally mobile clients. At the same time, financial centers such as Jersey, Guernsey, Luxembourg, and the Isle of Man continue supporting international wealth structures through their connections with fiduciary and trust administration services.

The Ranking News Top Private Client Tax Advisory Boutiques 2024 ranking recognizes advisory practices whose expertise in international taxation, wealth planning, and cross-border structuring positions them among the most established private client tax advisors globally.

Market Overview

Private client tax advisory has become a highly specialized professional services sector. Wealthy individuals frequently require advisory services capable of integrating tax planning with broader wealth governance strategies including trust structures, family offices, and cross-border relocation planning.

Regulatory changes across major financial jurisdictions have increased the complexity of international tax planning. Advisors now routinely address tax residency rules, reporting obligations, wealth transfers, and international estate structures.

As a result, demand continues growing for tax advisory boutiques capable of delivering technically sophisticated and internationally coordinated advisory services for globally mobile families.

Industry Trend — 2024

International wealth mobility and regulatory transparency continue reshaping the private client advisory market. Advisors increasingly focus on integrated wealth planning strategies that combine tax advisory with estate planning and fiduciary structuring.

In recent years, private client tax advisors have expanded their services beyond compliance and tax structuring into broader governance advisory for wealthy families. Many firms now work closely with family offices, fiduciary service providers, and wealth managers to deliver comprehensive advisory solutions.

Firms with strong expertise in cross-border tax planning and international estate structuring remain particularly well positioned within the private client advisory sector.

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 2024 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 continues to maintain a leading position within the private client tax advisory sector. The firm has developed extensive expertise advising high-net-worth individuals, entrepreneurs, and family offices on complex cross-border tax planning strategies and estate structuring arrangements.

Saffery’s private client practice frequently supports internationally mobile families navigating tax residency rules, trust taxation matters, and multijurisdictional wealth structures. The firm’s advisory platform combines technical tax expertise with strong experience in fiduciary structuring and succession planning.

Through its global advisory network and long-standing institutional reputation in London’s private client advisory market, Saffery LLP remains one of the most influential tax advisory firms serving internationally diversified families.

Rawlinson & Hunter

• Headquarters: London, United Kingdom
• Founded: 1933

Rawlinson & Hunter continues to be widely recognized for its expertise in private client taxation and wealth structuring. The firm advises internationally active families and family offices on complex tax planning matters including estate structures, trust taxation, and cross-border asset ownership arrangements.

Its advisory approach integrates tax expertise with fiduciary services and governance advisory, enabling the firm to support sophisticated international wealth structures. Rawlinson & Hunter’s multidisciplinary expertise and strong institutional reputation continue positioning it among the most respected private client tax advisory firms globally.

Buzzacott LLP

• Headquarters: London, United Kingdom
• Founded: 1919

Buzzacott LLP maintains a strong position within London’s private client advisory market. The firm provides tax advisory services for high-net-worth individuals, entrepreneurs, and internationally mobile families managing assets across multiple jurisdictions.

Buzzacott’s private client practice frequently advises on tax residency planning, estate structuring, and cross-border wealth planning strategies. The firm’s advisory platform emphasizes tailored tax planning solutions designed for complex international wealth structures.

Its long-standing institutional presence within the United Kingdom’s professional advisory sector continues to reinforce Buzzacott’s reputation as a trusted advisor for high-net-worth clients.

Withers LLP Tax Advisory

• Headquarters: London, United Kingdom
• Founded: 1896

Withers LLP remains one of the most internationally recognized private client advisory practices. The firm combines legal and tax advisory expertise to support high-net-worth families navigating complex cross-border wealth structures.

Withers regularly advises globally mobile families on international estate planning, tax residency issues, and trust structuring strategies spanning multiple jurisdictions. Its multidisciplinary advisory approach allows the firm to provide integrated legal and tax planning solutions for complex international wealth arrangements.

Through its international office network and strong reputation within the private client advisory sector, Withers continues to maintain a leading position within global tax advisory services.

Stonehage Fleming Tax Advisory

• Headquarters: London, United Kingdom
• Founded: 1976

Stonehage Fleming provides private client tax advisory services as part of its broader multi-family office platform. The firm works with wealthy families and entrepreneurs seeking integrated advisory services covering tax planning, wealth governance, and family office structures.

Its tax advisory practice frequently supports cross-border estate planning, trust structuring, and international wealth governance strategies. Stonehage Fleming’s ability to combine tax expertise with family office advisory services continues strengthening its position within the private client 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 international professional services network. The firm supports entrepreneurs, investors, and internationally mobile families requiring cross-border tax planning and residency advisory.

Andersen’s growing international presence enables the firm to support clients navigating complex tax obligations across multiple jurisdictions. Its services include tax compliance, wealth structuring advisory, and estate planning strategies designed for internationally diversified families.

Blick Rothenberg

• Headquarters: London, United Kingdom
• Founded: 1945

Blick Rothenberg provides private client tax advisory services focused on international tax planning and wealth structuring. The firm frequently advises entrepreneurs and internationally mobile individuals on complex residency planning and cross-border tax issues.

Its expertise in advising individuals relocating to or from the United Kingdom continues to strengthen its position within the private client advisory market.

Evelyn Partners

• Headquarters: London, United Kingdom
• Founded: 1836

Evelyn Partners combines wealth management with private client tax advisory services. The firm supports high-net-worth individuals and family offices through tax planning, estate structuring, and succession advisory.

Its integrated advisory model allows clients to coordinate investment management with tax-efficient wealth planning strategies.

Frank Hirth

• Headquarters: London, United Kingdom
• Founded: 1972

Frank Hirth is widely recognized for its expertise in cross-border tax advisory, particularly in relation to internationally mobile families and UK-US tax matters. The firm advises entrepreneurs, executives, and wealthy families navigating complex international tax systems.

Grant Thornton Private Client

• Headquarters: London, United Kingdom
• Founded: 1924

Grant Thornton provides private client tax advisory through its specialized private client practice. The firm advises entrepreneurs and high-net-worth individuals on estate planning, tax structuring, and international wealth planning.

Mazars Private Client Services

• Headquarters: Paris, France
• Founded: 1945

Mazars provides private client advisory services through its international accounting network, supporting wealthy individuals and family offices requiring cross-border tax planning and wealth structuring advisory.

Moore Kingston Smith Private Client

• Headquarters: London, United Kingdom
• Founded: 1923

Moore Kingston Smith provides tax advisory services for high-net-worth individuals and entrepreneurs requiring estate planning and international wealth structuring advisory.

Nexia Private Client Services

• Headquarters: London, United Kingdom
• Founded: 1971

Nexia provides private client advisory services through its global network of professional advisory firms specializing in tax planning and wealth structuring.

PKF Private Client Tax

• Headquarters: London, United Kingdom
• Founded: 1969

PKF provides private client tax advisory services for entrepreneurs and internationally mobile individuals requiring cross-border tax planning advisory.

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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