Private wealth services

We have a keen multi-disciplinary appreciation of the dynamics of family business and private wealth and use this to help you build on the positive aspects of your private wealth and family enterprise.

Helping your family grow and protect its wealth

PwC’s Private Wealth Services offering brings together experienced professionals who specialize in working with individuals and families, privately-owned family businesses, family offices, and their advisors. We have a keen multi-disciplinary appreciation for the unique dynamics of family business and private wealth and use this to help you build on the positive aspects of your private wealth and family enterprise, while anticipating and helping you mitigate risks and conflicts.

In today’s regulatory landscape, it is essential that individuals optimize strategies and structures used to manage their wealth and ensure that these are fit for purpose. 

At PwC, we understand that your private wealth and business affairs often have a global footprint. Our team is located around the world and can support you in your endeavors—regardless of where you live, have business interests or investments.

Our Team

We are a multi-disciplinary team of experienced professionals dedicated to helping wealthy individuals and families who have interests in privately held companies, with their global wealth planning, income tax planning and compliance, investments planning, trust and gift planning, family governance, cyber security, health service management, service provider selection. 
We also provide audit and assurance support which helps identify opportunities for increased controls, efficiency, financial risk management, lower costs and provide insight and advice on business issues.

Explore the ways PwC can help

Wills and estates

  • Coordination of worldwide estate planning matters
  • Review of current documents/arrangements
  • Value of gross estate and global tax exposure
  • Use of trusts and other entities
  • Understand local jurisdiction laws and customs
  • Proper tax reporting disclosure

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Tax and investment planning

  • Global tax implications of investments
  • Tax efficient investments
  • Impact of foreign currency and exchange rates
  • Proper tax reporting disclosure
  • Use of foreign trusts
  • Structure of local and international holdings
  • Choice of investment holding vehicle
  • Investment consulting advice

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Lifestyle and unique investments

  • Review of current ownership and structure
  • Maximizing deductions for business use
  • Planning for new acquisition or disposals
  • Choice of entity/jurisdiction
  • VAT compliance and planning

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Philanthropic investments

  • Tax efficiency of current/proposed giving
  • Role of charitable trusts, private foundations and donor advised funds in wealth planning
  • Timing of giving
  • Coordination of philanthropic goals and estate planning
  • Facilitate financial and social responsibility

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Family offices

  • Structure and creation [single-family versus multiple-family office]
  • Ongoing operations
  • Family office regulation
  • Tax considerations
  • Generational education
  • Enable secure management of information access

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Succession planning

  • Assessment of possible succession strategies which consider economic and tax perspectives, as well as the financial, legal and family circumstances
  • Develop an optimal succession plan for you and your business
  • Advise on the implementation of your chosen succession strategy and guidance through the implementation.

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Tax compliance

  • Preparation of annual tax returns
  • Calculation of global tax liabilities
  • Direct communication with the local, national and other International  tax authorities
  • Timely and accurate disclosure of foreign investments

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Assurance

  • Audit of trust and other entities
  • Design, implementation and review of family governance structure
  • Gap analyses and selection of service providers
  • Insurance and risk management advice

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Employment and immigration

  • Global mobility advice and support
  • Advice and planning bonus deferral scheme, equity incentives
  • Reward effectiveness and efficiency
  • Human capital transformation
  • Termination and severance

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Contact us

Uyi Akpata

Regional Senior Partner, West Market, PwC Nigeria

Tel: +234 1 271 1700

Esiri Agbeyi

Partner & Head Private Wealth Services, PwC Nigeria

Tel: +234 1 271 1700

Taiwo Oyedele

Tax Leader, PwC Nigeria

Tel: +234 1 271 1700

Tola Ogundipe

Africa Assurance Leader, PwC Nigeria

Tel: +234 1 271 1700

Cyril Azobu

Partner & Advisory Leader, PwC Nigeria

Tel: +234 1 271 1700

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