Personal financial services

Managing your wealth

Building your wealth and protecting it through generations is important to you, and to us. Customizing your wealth management plan to meet your personal, business, and family goals is one way PwC’s Personal Financial Services professionals work with you.

Helping you preserve and grow your wealth through objectively and carefully considered investment strategies, estate and gift planning, charitable giving, personal tax preparation, and business succession planning are a few others.

Contact us today to start the conversation.

2013 Guide to tax and wealth management

Explore topics below

  • Effective tax planning Effective tax planning
    Good tax planning is integral to sound wealth management. In today’s fluid tax environment you’ll want to consider a variety of strategies so that you will be well positioned regardless of tax policy outcomes, preserving your wealth in any scenario.

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  • Managing your personal investments Managing your investments
    Personal engagement in your investment planning is critical in today’s world. Understanding the factors influencing investment performance and your advisors’ decisions will help you create a resilient investment strategy in a still-volatile market.

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  • Charitable giving Charitable giving
    Tailoring your charitable giving to your family’s needs while also benefiting society can be among the most rewarding aspects of managing your wealth. Proper planning will help your charitable contributions go far in meeting both goals.

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  • Estate and gift planning Estate and gift planning
    So that your wealth and envisioned legacy survive you, it is important that your intentions be well documented. Equally important is the need to routinely review your estate and gift plans to address any changes in tax laws and to ensure that your wishes remain accurately reflected.

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  • Business succession Business succession
    The longevity of a family business depends on early and ongoing succession planning. Communicating the results of that planning to family members and other key stakeholders in a timely fashion will increase the likelihood that the business and its value will endure well beyond the leadership transition.

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  • Family meetings Family meetings
    Communicating a clear vision within families is important to the ongoing growth and preservation of family wealth. Family meetings can be highly useful in this regard, enabling senior members to impart the family’s values and mission to younger generations while engaging them in paving the path forward.

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  • Family offices Family offices
    The managerial and administrative needs of high-net-worth families can be extensive, ranging from tax and estate planning to managing trusts and foundations. A family office can help meet those needs, tailoring the breadth and depth of its services to a given family’s requirements.

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  • Risk management Risk management
    Protecting your family’s well-being and assets from various risks involves more than just obtaining adequate insurance coverage. It also entails making strategic choices about forms of asset ownership. Making wise decisions in these areas will help you preserve your family’s health and wealth for the long term.

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