Managing Director, Family Enterprise Advisory Services, PwC US
Charlie inspires families to achieve their legacy for the next 100 years.
He leads the firm’s family enterprise advisory offerings, which includes solutions for families, their family business and family office. He leads projects in family and business governance, succession planning, setting up family offices, and performing diagnostic reviews of existing family offices to ensure they most effectively support the family and its desired legacy.
Charlie has worked in professional services for over 25 years, as a consultant, banker and wealth advisor. For the last 15 years, he has worked exclusively with very wealthy families, their businesses and their family offices.
He is a frequent speaker and contributor on family office and succession topics, including working with Family Business Magazine in 2016 to produce five videos discussing family business basics.
He holds a Bachelor of Business Administration in Accounting and Management from Baylor University and is a CERTIFIED FINANCIAL PLANNERTM, with a Six Sigma green belt for process design.
Charlie coached youth baseball for 15 years and has developed and taught a personal finance class for high school students. He lives in Flower Mound, Texas, with his wife and 3 sons.