Personalized tax planning solutions to preserve your company wealth with JC & Associates.
There’s no standard solution to fit all clients. That is why our highly individualized approach focuses on you. JC & Associates will understand your vision and create a customized plan to meet your specific goals.
When our clients discuss their difficulties, we listen. We collaborate with each client to establish tax planning methods that are tailored to their specific circumstances and help them reach their goals. JC & Associates’ private client services professionals use our comprehensive knowledge, experience, and global capabilities to serve high-net-worth clients such as C-suite executives, entrepreneurs, professional athletes, entertainers, and multigenerational family-owned enterprises.
Our mission is to work with clients to achieve their long-term goals and provide specialized solutions that meet their specific needs. We act as your trusted advisor, advocate, teammate, and partner while ensuring your privacy and security.
Our private client services are tailored to each customer’s individual needs
Feasibility
Assessing the viability of outsourcing for a private client
Detailed design & Structuring
Creating detailed plans that outline the processes, roles, and responsibilities
Implementation
Transitioning the selected tasks to the outsourcing partner, ensuring all systems and processes are in place for smooth operation
Support & Future Planning
Keeping all relevant parties informed and engaged throughout the outsourcing process
Financial & Tax Guidance
Helping clients maximize the benefits of outsourcing
Operating
Ongoing management, monitoring, and optimization ensure they meet the desired performance standards and objectives.
Financial & Tax guidance
Helping clients to maximize the benefits of outsourcing
Support & Future Planning
Keeping all relevant parties informed and engaged throughout the outsourcing process
Outsourcing private client services can help you in the following manner:
You can achieve desired outcomes in the most tax-efficient way feasible by taking a comprehensive look at all tax responsibilities.
Our services help you to emphasize reporting efforts and simplify tax planning and compliance operations.
We make sure your company navigates complex scenarios such as IRS audits, tax disputes, succession, and estate planning, with clarity and confidence.
Your company can get the most out of all our advisors by taking a coordinated and collaborative approach.
Private client services entail the outsourcing of specialist financial and tax advice services for high-net-worth individuals, families, and privately owned businesses. These services involve wealth management, tax preparation, estate planning, and investment advice.
Tax planning and compliance outsourcing minimize the risk of mistakes and penalties by ensuring that tax approaches are optimized and current with legislation. It also frees up clients’ time and resources so they may focus on other issues while receiving expert counsel.
Ho Chi Minh Office:
No.2, Bat Nan Street, Quarter 01, Thanh My Loi Ward, District 2, Ho Chi Minh City
+84 282 222 5585 ( Mon - Sun)
www.jc&associates.com.vn
Please fill out all information in the fields below