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INDUSTRY EXPERTISE

Private Clients & Family Businesses

We advise globally mobile individuals on personal tax, cross‑border assets and succession planning, delivering guidance for wealth, family businesses and multi‑jurisdictional compliance.

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We advise internationally mobile individuals, entrepreneurs and family businesses on cross-border tax, investment structures, succession and international asset holding.

Industry Overview

Private clients and family-owned businesses increasingly operate across multiple jurisdictions, with investments, real estate, operating companies and financial assets held internationally.

Changes in tax residence, cross-border investment, succession and the transfer of assets between family members can create complex tax and reporting considerations.

International families may therefore require coordinated advice covering personal taxation, corporate structures, investment holding vehicles and succession planning.

For family-owned businesses, the interaction between personal wealth, operating companies and succession objectives also requires a coordinated long-term approach.

How PHC Advisory Can Help

We advise clients on:

  • Cross-border personal tax planning
  • Tax residence considerations
  • International investment structures
  • Holding and corporate structures
  • Cross-border income and asset reporting
  • Family business structuring
  • Succession and intergenerational planning
  • International relocation considerations
  • Coordination of tax and compliance obligations
  • Business and wealth structuring

Our international network allows us to coordinate cross-border considerations while keeping the client’s overall personal and business structure in view.

Who We Serve

  • Entity establishment, and restructuring
  • Plant relocation and business reorganization
  • Cross-border tax and regulatory coordination
  • Ongoing tax and accounting compliance
  • Intra-group financing
  • Enterprise valuations

Talk to our Industry
Specialists

Let’s discuss your business
requirements.

Our teams combine sector knowledge with local market experience to develop practical solutions aligned with each client’s international operations.

Whether you are entering a new market, restructuring an existing business, managing a cross-border transaction or looking for ongoing tax, accounting and compliance support, PHC Advisory can help you assess the relevant considerations and identify an appropriate way forward.

Contact PHC Advisory to discuss your business requirements.

Let’s discuss your business requirements.

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Our Industry Expertise

Automotive, Industrial & Manufacturing

Luxury Retail & Consumer Goods

Logistics, Freight Forwarding & International Trade

Private Clients & Family Businesses