About BDO

Whether helping clients with day-to-day financial concerns or advising on long-term tax complexities, BDO’s Private Client Services professionals start by listening to understand clients’ goals — for themselves, for their families, and for their business. The Private Client Services Practice is experienced in working with family-owned businesses across Wisconsin in all aspects of estate, income, and gift taxation. BDO’s professionals are dedicated to minimizing clients’ tax burdens while maintaining compliance with local and international regulations.

Since 2004, BDO has recognized over 100 Wisconsin family-owned businesses through its Annual Wisconsin Family Business of the Year Award, celebrating the innovation, impact, and resilience of family businesses across Wisconsin.

Services offered:

• Family office services
• Estate and wealth succession planning
• Income Tax planning and consulting
• International tax advisory
• Strategy Advisory
• Finance and administration
• Governance and legacy development