New York, NY – March 6, 2017 – PwC announced today the appointment of Charlie Carr as the firm’s US Family Enterprises Advisory Leader, within its Private Company Services practice.
Based in Dallas, Carr will oversee the firm’s family enterprise consulting offerings, which includes solutions for families, their family business and family office. He will lead projects in family governance, succession planning, risk analysis, and family policies with both existing and prospective clients.
“Charlie will help our Private Company Services practice open new relationships by advising family offices, family businesses and families through change, including succession planning and assisting in the evolution of family structures,” said Jonathan Flack, US Family Business Services Leader, PwC. “We’re excited about Charlie joining our team and look forward to the continued growth of our practice under his leadership.”
With over 25 years of financial services experience, including more than thirteen years working exclusively with family businesses and family offices, Carr’s primary objective is to inspire families to achieve their legacy for the next 100 years. In his role, Carr will leverage his deep insights and experience to help family offices, wealthy families and their businesses define their vision and legacy. Additionally, he’ll help lead projects in family governance, succession planning and risk analysis, as well as identify risks in the office, and define efficient processes to support the family and their desired legacy.
“Recognizing our challenges from today’s increasingly competitive global market, I’m excited to extend the team’s unique skills and knowledge in the family business arena to help clients navigate various strategic and operational issues related to their legacy, family and family office,” added Carr.
Carr holds a bachelor’s degree in of Business administration in accounting and management from Baylor University. He is a Certified Financial Planner™ and has a Six Sigma green belt for process design.
About PwC's Family Business Services Practice
PwC’s Family Business Services is part of the Private Company Services (PCS) practice with more than 180 partners and 2,200 staff dedicated to working with family businesses and their owners. Our team of dedicated family business specialists has a deep understanding of the challenges and considerations that drive both your business and your family, which comes from years of experience working alongside owners and family members, hearing what matters to them. For more information, visit: pwc.com/us/familybusiness.
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