Your business is your ultimate legacy. Family Office is designed from strategy planning to continuity. PwC in step with you.
A family office is an organisation created to oversee and manage the financial needs of a specific family, including effectively transferring wealth across generations.
Family offices typically operate like a company, have employees and can be organised as a separate entity or they may be embedded in a family operating company.
Why create a family office?
Family offices have evolved to address a range of challenges and needs:
Protecting family wealth
Managing investment risk
Improving family cohesion and generational transition
Clarifying governance over how the family stewards its wealth
Managing the personal affairs of family members
Why PwC Indonesia
Helping you to seize opportunities, manage risks, make a positive impact and protect your family legacy.
Based on 2022 Next Gen survey, every generation is focussed on one thing which is growth. To grow, they knew that they need to find something new.
What you do next will ensure business growth, maintain family cohesion and preserve everyone’s wealth for the future.
Here with PwC Family Office, we provide a holistic service that will help you grow the Family. We understand starting is not easy. Therefore, we help you in every step of your journey.
Our holistic approach will help you to build your family office in 4 steps:
We are with you in every step of your journey:
- starting from setting up the family office
- structure the family investment and provide you with the advice on the potential tax implication
- manage the current and future family bookkeeping and compliance
- provide you with the digital strategy and transformation and how the family can digitise their business for the future
- family governance and succession planning
- tax compliance and liaison with the tax authority
- PwC can guide your impact investing journey together with PwC ESG team
- If you wish to expand the family business, PwC can assist you with the merger and acquisition including IPO assistance if necessary.
Setting up the family office to focus on a future legacy
At PwC, we want the family office to support the strategy and legacy of your family. A family-owned business often strives to find a good balance between professional management, responsible ownership and a healthy family dynamic.
A family office can take the weight off family members by delivering professional services and management of many business and personal needs.
Creating a successful family office requires strategic planning and design. With decades of experience, we can prepare you for each step of the way - from assessment and visioning to work plans and implementation. Together, we can help you design a strategy to manage the complexity that comes with a family-owned business.
Wealth Compass
PwC integrated digital solutions for family offices and powered by Masttro technology
We understand that managing your wealth assets is not easy, therefore PwC has introduced a Wealth Compass: a wealth management platform and reporting tool for Family Offices that provides near real-time visibility into consolidated balance sheets and net worth statements, including liquid and private assets. With PwC’s services, you’ll have the data and insights needed to evaluate investment performance and help manage risk so you can protect and build your wealth over time. PwC’s Wealth Compass provides better visibility into your portfolio, performance and potential risk exposures and a more efficient back office, so you can focus on strategic decision-making, instead of data management.
The goal is to bring the whole of PwC to our clients in the most effective and tailored way so they can achieve their goals and ultimately protect their legacy.
Key Features of the technology
A detailed and real time Family Wealth Portal
- Net worth Analysis and Reporting of all financial and non-financial assets
- Digital Vault/Document Management
- Secure Communication Portal with real time alerts
- Military Grade Security
- Legacy Management
- Easy access on mobile devices
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