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High-net-worth individuals

Make the right moves to plan for your family’s future and manage your wealth

Creating sustained outcomes for you today and generations to come

Confidently managing and protecting your wealth–in today’s complex world marked by interdependent markets, global interests, and changing tax requirements–certainly isn’t simple. But it is possible. It just demands a deep understanding of your and your family's goals, and the experience to get you there.

That’s what our team focuses on: the unique challenges you personally face in managing your wealth and planning for the future. We’re a passionate community of solvers who bring the holistic perspective of our global team to your wealth planning. We’ll deliver the insights, experience and capabilities your ambitions require, and your future generations will benefit from.

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Preserving and growing wealth

How PwC can help

Estate, trust, and gift planning

Review your estate and gift plans to address changes in tax laws, ensure your wishes are accurately reflected, and you’re properly planning for estate and inheritance taxes.

Lifestyle and unique investments

Trust the team of specialists who understand the unique issues that ownership of yachts and planes, classic cars and works of art bring. We’ll help you determine if you should consider an LLC, company or trust to create the most efficient plan. 

Family office

Untangle your family’s managerial and administrative needs by setting up a family office. We’ll help you stay compliant and nimble in your tax and estate planning, trust and foundation management.

Philanthropy

Make every philanthropic gift go as far as possible by ensuring it’s a tax efficient gift. Our philanthropy specialists will help you understand when and if a tax deduction is allowed and the benefit realized.

Insurance and risk management

Protect your family’s well-being and assets from various risks with right-sized products and solutions like asset ownership that go beyond standard insurance coverage.

Succession planning

Secure your leadership transition is as successful as possible by taking a strategic, ongoing, transparent approach to succession planning. Your family members and other key stakeholders will thank you.

Investment planning

Keep an ahead-of-the-curve, even-keeled, flexible investment strategy, so you can capitalize on new opportunities when they arise, while staying resilient to uncertainty and global economic interdependency.

Tax planning and compliance

Good tax planning is integral to sound wealth management, staying compliant and keeping you and your family confident in your decision making. Our experience will guide you toward a variety of strategies so you will be well positioned to preserve your wealth regardless of tax policy changes.

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Frank Graziano

Frank Graziano

Personal Financial Services Leader, PwC US

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