Local Partners
Private client advisors in Phuket
Private client and family office advisors in Phuket for foreign individuals and families running wealth, structures, and cross-border affairs out of Thailand.
There is a point where you stop having deals and start having a balance sheet: a business here, a condo or two, investments in three countries, and a family that will inherit all of it. That is when a private client advisor earns their keep, sitting above the lawyers and accountants and making the pieces line up instead of each pulling its own way. In Phuket a handful of firms do this properly for foreigners, and plenty more just sell one product and call it advice.
The detail most people get wrong is tax residency. Spend 180 days in Thailand in a calendar year and you are a tax resident, and since the Revenue Department tightened its rules in 2024, foreign income you remit here can be taxed. A good advisor plans the residency, the holding structure, and the succession as one connected system. Past a certain size this becomes family-office work: consolidated reporting, a governance structure, and a plan for passing wealth to the next generation without a feud, which is the part money cannot fix after the fact.
Common questions
- What does a private client advisor actually do?
- They run your whole financial picture across borders as one thing: tax residency, holding structures, banking, estate and succession, and often investment oversight. The value is coordination, being the single person who keeps the lawyers and accountants pointed the same way.
- When am I a tax resident in Thailand?
- At 180 days of presence in a calendar year. Since 2024 that status can pull foreign income you bring into Thailand into the Thai tax net, so it is the first thing any serious advisor plans around.
- Do I actually need a family office?
- Rarely, and later than people think. For most families a coordinated private-client setup covers it. A dedicated family office only earns its cost once the entities, assets, and reporting get complex enough that full-time oversight genuinely pays for itself.