Managing Your Wealth

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Kathy Munro talks about working with the CEO of a private company and his family to develop a plan to manage his wealth.

Private companies know that success brings new personal and professional challenges. We work with our clients to help them realize maximum value from their business, for themselves, and for future generations. In this video, Kathy shares her experience of working with the CEO of a private company over several years to help him manage his wealth and plan for the future.

Our Stories section is part of our PwC Private Business Exchange program — a dynamic, interactive community of private business owners and executives.