Private Client Services
Providing you and your family with specialist assistance in all areas of tax compliance and planning.
WEALTH MANAGEMENT
Benefit from a seamless experience that fits your unique needs with our customised private client services.
As family businesses and high net worth individuals go through major life changes and times of uncertainty, they need knowledgeable, trusted advisers to provide sound, strategic tax planning. And as their assets and goals expand, they might outgrow their current team.
If your shifting circumstances require new or expanded support, the private client services team at Crowe can help you identify and work toward your financial and tax planning objectives.
Our experienced team of senior-level professionals has served clients like you for decades, and we understand how to meet your financial and tax needs.
We're much more than a tax preparer
Our private client services team knows how to get into the details and meet you at your point of need. We manage all aspects of personal and trust income tax, estate tax, gift tax, generation-skipping transfer tax, 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 change in any area.
Ways we can help
We work with clients across many different areas, aiming to help make their lives easier.
Tax strategy and planning
We can handle tax planning across the board, working closely with your financial team and family to mitigate risks and uncover opportunities for savings.
Estate and gift tax planning
Our specialists can provide estate and trust analysis consulting services, as well as guidance and proactive planning regarding complex requirements and rules surrounding estate and gift taxes.
Back-office assistance for your family
We offer a suite of services to choose from, including coordinating family meetings, facilitating communications, assisting with bill payments and bookkeeping.
Controversy
Our team has deep experience in all aspects of navigating tax audits and correspondence. We act as the first point of contact in fielding and responding to information requests and more from taxing jurisdictions and will work to help you achieve the best possible outcome.
Our work with you
Our wealth of experience enables us to support family Trusts and estates, assisting with all aspects of administration, structure, preparation of accounts and tax returns. We understand the issues that can arise and provide solutions to problems and advice on the Malaysia tax position for both Trustees and beneficiaries.
- Identify Inheritance Tax or Capital Gains Tax issues.
- Ensure you are compliant with your filing obligations and responsibilities.
- Set up and structure your estate or Trust appropriately.
- Advise on life time Inheritance Tax planning.
- Support with end of life tax planning.
- Claim valuable Inheritance Tax reliefs for the Estate.
- Apply for the grant of probate.
- Trusts and estates to the next generation.
- Ensuring your wealth is distributed according to your wishes.
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.
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Malaysia's new 2% dividend tax (2025) targets incomes over RM100k, reshaping wealth strategies for high earners while exempting EPF/foreign dividends.
Learn how Malaysian family businesses break the "three-generation curse" via proper succession planning, governance & wealth preservation strategies.
Labuan entities enjoy tax exemptions from 2023 to 2027, with updates on income types, withholding tax and economic substance requirements.
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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