We really spend the time getting to know what your personal goals are and we listen.
Lindsey Thor, Personal Financial Services
Wealth brings responsibilities that demand unique services. Lindsey and PwC's Personal Financial Services group helps individuals, families and business owners be just as successful growing and protecting their wealth and legacy as they were building it in the first place.
Lindsey has a keen multidisciplinary appreciation for the varied dynamics of private wealth, and applies this knowledge to help you build on the positive aspects of your private wealth and family enterprise. With us, you’ll be in a better position to anticipate and mitigate risks and conflicts.
When a CEO who’d kept most of his personal wealth concentrated in the company was looking to diversify his investments and distribute his assets among his children, the decision to liquidate the position didn’t come easy. He worked closely with his financial advisor, attorneys and the PwC Personal Financial Services group team to put into action an all-encompassing estate plan.
As trusted advisors, the PwC team members provided the CEO with objective recommendations to manage the transition, maintain relationships and protect his interests. The CEO continued his investment plan with minimal interruption despite the loss of a critical member of his original financial team.
“It’s becoming significantly more complicated than it has in the past to grow and protect wealth. And it’s not just about paying taxes, it’s about looking at your future. We really spend the time getting to know what your personal goals are and we listen. PwC’s global network of firms is invaluable.”