For more than 100 years, BDO has provided customized assurance, tax and advisory services to a wide range of clients—from publicly traded companies to family offices and high-net-worth individuals—throughout the country, and around the world. We serve clients through more than 60 offices and over 550 independent alliance firm locations nationwide. As an independent Member Firm of BDO International Limited, we also advise multi-national clients through a global network of 73,800 people working out of 1,500 offices across 162 countries.

At BDO, we are focused on helping multi-generational families and high net worth individuals manage their wealth enterprises, and we have a deep bench of professional resources dedicated to advising family offices of all sizes on the complex tax, audit and advisory issues facing today’s family offices. From estate, income, and gift taxation; trust tax compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning to private equity fund services, transaction advisory, portfolio management, and compliance guidance for family office investors, we can help.