Private Client Services
Lee is a recognised go-to adviser for ultra-wealthy individuals with very complex affairs. A tax partner in BDO's Global Private Wealth team, he is a trusted confidante to entrepreneurs, their families and wealth structures who he advises on how to arrange their affairs in a tax compliant manner that respects their broader lifestyle goals. His client base is multi-generational, and part of Lee's role involves supporting the next generation navigate the tax challenges that wealth can bring, recognising their own individual goals and values.
Lee has particular expertise advising individuals and families with an international dimension to their affairs, including residence and domicile matters, and who require clear joined-up cross-border advice. He is CTA qualified and a member of the UK Technical Committee of STEP.