Private wealth

Helping individuals and families achieve their goals

Serving high net worth individuals and families

How wealthy families manage their affairs and control their wealth is dynamic. Increasing complexity, public scrutiny and new regulations, as well as every family having its own unique set of needs, are just some of the many reasons why clients turn to PwC. Our Private Wealth team is proud to work with wealthy individuals, families and family offices across the globe, however, there is no "one size fits all". We build bespoke solutions around our clients specific circumstances, helping preserve and grow their wealth, creating legacy for current and future generations.

How PwC can help

Our custom approach, global reach and experience working with high net worth individuals and families bring you unparalleled service.

Tax planning and compliance

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. PwC can relieve you of this worry, saving you time and ensuring tax compliance.

Philanthropy

Philanthropic giving is most effective when it is tax efficient. It is important to understand when and if a tax deduction is allowed and the benefit realized.

Family office

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 requirements.

Lifestyle (unique) investments

Ownership of yachts and planes, classic cars and works of art bring unique tax issues. Tax efficient ownership via LLCs, companies or trusts should be considered.

Estate, trust, and gift planning

Without proper planning, estate and inheritance taxes can significantly reduce the amount of wealth available for future generations. It’s important to routinely review your estate and gift plans to address changes in tax laws and to ensure your wishes remain accurately reflected.

Investment planning

In this atmosphere of prevailing uncertainty and global economic interdependency, it’s important to have an investment strategy that will keep you on an even keel while also letting you remain flexible enough to capitalize on new opportunities when they arise.

Succession planning

The longevity of a family business depends on early 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 leadership transition.

Insurance and 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.

Our Private Wealth team

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Contact us

Brittney Saks

Brittney Saks

Global Leader, UHNWI Private Wealth, PwC United States

Tel: +1 (773) 610 0189

Dr. Peter Bartels

Dr. Peter Bartels

Global Entrepreneurial & Private Business Leader, Partner, PwC Germany

Tel: +49 40 6378-2170

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