Private Client Services

The MFMS Group offer tailored advice to support the needs of high net-worth individuals and families across the jurisdictions in which they operate.

A changing world

Given the increasing complexities of legislative changes and regulations across all jurisdictions, the need for specialist advice has never been greater.

We work with individuals and families to support their needs, through bespoke advice which is tailored to their circumstances. Through this we ensure that their affairs are structured in an efficient manner and that they remain compliant in their relevant jurisdictions.

Our approach to supporting you

The MFMS Group aim to develop long-term relationships and provide bespoke solutions which are tailed to your requirements.

We have a track record of working with families across multiple jurisdictions, providing both compliance and advisory services, which cover routine compliance work through to more complex personal tax and property tax matters.

How we can help you

The MFMS Group provides Private Client Services from 6 of its firms.

the services we provide

We offer a full range of private client services, and can tailor these to meet your particular needs, including:

Assisting with the completion and filing of tax returns.

Advising on residence issues for those moving between jurisdictions.

Advising on estate planning matters.

Advising on property related matters.

Assisting with the filings associated with the ownership of property.

Liaising with the relevant authorities in connection with tax investigations.

Advising on matters connected to trusts and other structures.

Providing support to trustees around the tax implications of certain transactions and in relation to the impact on beneficiaries.

the benefits you get

Personalised service

We provide a personalised service with significant contact with senior members of the team.

Qualified team

Our teams provide clear guidance around complex issues, with practical solutions that can be implemented.

Confidently compliance

With our assistance you can be confident about compliance in an increasingly complex environment.

why we’re trusted

MFMS Group firms have been advising individuals and families for generations, and trust in our group stems from the following:

  • Highly qualified teams – All our professionals are appropriately qualified and committed to continuous professional education.
  • Senior-led delivery – Partners and managers are personally involved in understanding the needs of our clients.
  • High-value deliverables – Our reports are clear and actionable, with practical guidance, not just a summary of the legislation.
  • Proactive approach – We look ahead to potential legislative changes which can impact our clients so that they can be well prepared.

“MFMS Group firms have been advising families and corporate groups for generations.”

Richard Moore

Director