Private Client Services
Providing High Net-Worth Individuals and family businesses with specialist assistance in all aspects of tax, including business, personal, indirect and other tax services.
WEALTH MANAGEMENT
Benefit from a seamless experience that fits your unique needs with our customised private client services.
As family businesses and HNWIs (High Net-Worth Individuals) growth in size and wealth, so do the complexities in managing financial stability, faced increased challenges like generational transitions and succession planning.
At Crowe, we established a specialised service line for these private owner and family needs. If your shifting circumstances require new or expanded support, our Crowe Private Client Services team can help you to navigate and work toward your financial and tax goals.
Our experienced team of senior-level professionals has served high net-worth clients like you for decades. Our experience allows us to understand and tailor our service capabilities to fit each client’s specific goals and visions.
We're much more than a tax preparer
Our Crowe Private Client Services team can provide support on your personal and business goals while adhering to compliance reporting obligations. We manage all aspects of tax including global mobility, business restructuring, estate and wealth succession planning, tax controversy management and a variety of other key tax areas.
Additionally, we can:
- Help build out a team that can fully manage estates and trusts
- Act as your family's back office, covering various administrative functions
- Collaborate closely with your legal, insurance, investment and other professional advisers
Our full-service Private Client team can help you navigate complexity and nurture your private wealth with our team of specialists.
How we can help
We work closely with our clients in all areas to deliver and tailor tax solutions for their unique needs and challenges faced. Some key areas include:
Tax strategy and planning
We can provide tax planning and build tax strategies that focus on your needs, working closely with your financial team and family to mitigate risks and uncover opportunities for investments growth, reduce tax liabilities and optimise wealth transfer.
Estate and gift tax planning
We can provide estate and gift tax planning services that align with your financial goals and complex requirements while ensuring compliance with tax rules and regulations.
Back-office assistance for your family and businesses
We offer a suite of services for you to choose from, encompassing tax services like tax compliance and advisory, corporate and business services like managing financial reporting, assisting with accounting and e-invoice processing, providing CFO, HR and IT support, etc.
Tax audit and investigation risks management
We have a dedicated team with vast experience to assist you in handling tax audit and investigation cases. We come with proven track records of being able to achieve the desired outcomes for our clients in tax audits or tax investigations.
Our specialised tax solutions
Our wealth of experience enables us to support you and your family businesses, assisting with all aspects of tax. We are ready to be your trusted advisers in providing holistic solutions to your complex range of tax matters affecting your personal agenda and business operations, including but not limited to:
- Managing your tax compliance and reporting matters, both corporate and individuals
- Providing you with personalised immigration and payroll solutions
- Tax advice on mitigating your tax risks and minimising tax costs
- Implementing tax planning strategies that can improve overall tax efficiency of your companies
- Undertake a proactive approach in managing your tax audit and investigation risks
- Providing all-rounded approach for your organisation’s transfer pricing needs
- Managing complex indirect tax exposure and liabilities
Related Services
Family Office
Hear from our specialists as they advise business owners through each stage of their journey - from starting up to growth, diversification, restructuring, succession or exit.
Tax advisory
With our extensive global network, we have the right tools and resources that help you better manage tax earnings and cash flows - so you can focus on growing your business.
Tax compliance
Minimise the disruption of tax compliance. Our specialists can identify tax opportunities, while improving overall efficiency and delivering accurate tax returns.
Family Office
Hear from our specialists as they advise business owners through each stage of their journey - from starting up to growth, diversification, restructuring, succession or exit.
Tax advisory
With our extensive global network, we have the right tools and resources that help you better manage tax earnings and cash flows - so you can focus on growing your business.
Tax compliance
Minimise the disruption of tax compliance. Our specialists can identify tax opportunities, while improving overall efficiency and delivering accurate tax returns.
Our team of professionals is ready to help you tackle your most complex tax challenges.
New self-assessment rules for RPGT (2025) & stamp duty (2026-2028) in Malaysia. Learn filing deadlines, audit risks & penalty rates.
Malaysia's SLC Incentive offers 60% ITA for smart warehouses using IoT/AI. Learn eligibility, tax benefits & how to apply before 2027 deadline.
Malaysian manufacturers: Master EU CBAM compliance with key timelines, sector impacts and carbon accounting solutions to stay competitive.
New self-assessment rules for RPGT (2025) & stamp duty (2026-2028) in Malaysia. Learn filing deadlines, audit risks & penalty rates.
Malaysia's SLC Incentive offers 60% ITA for smart warehouses using IoT/AI. Learn eligibility, tax benefits & how to apply before 2027 deadline.
Malaysian manufacturers: Master EU CBAM compliance with key timelines, sector impacts and carbon accounting solutions to stay competitive.
Stay Up-to-date with Our Newsletter
Work with a versatile, flexible private client services team
We have a history of helping individuals and families, as well as the private businesses they own, achieve their objectives in tax and beyond. Contact us to discuss your specific tax, financial and operational issues – and discover how our private client services can help you achieve your strategic objectives.
Yew Hoe Poon
Senior PartnerKuala Lumpur
Man Yee Wong
Partner, TaxKuala Lumpur