Personal financial services

Private wealth

Helping your family grow and protect its wealth

In today’s complex world marked by interdependent markets, global interests and changing tax requirements, it can be difficult to have confidence and peace of mind when it comes to your financial life. PwC’s Personal Financial Services practice understands this and the unique challenges you face in managing your wealth and planning for the future.

Our team leverages the experience and resources across PwC’s global network of firms, including professionals within PwC’s Personal Financial Services, to address the issues and challenges facing wealthy individuals and families.


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Video: PwC personal financial services

2018 Guide to tax and wealth planning

Individuals and families that manage their wealth wisely tend to take an active role in doing so. Rather than leave everything in the hands of an advisory team, they make sure they’re knowledgeable about the key factors affecting their wealth. This entails understanding various legal, financial, and regulatory issues, as well as the economic and political landscape, both at home and abroad. This can be a tall order— to help you we have shared our 2018 Guide to tax and wealth planning.

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Video: PwC's 2018 Tax and Wealth Planning Guide

Private wealth planning: a collaborative approach

For owners of closely held businesses and their families, private equity investors, executives, affluent clients and their families, success can bring a variety of challenges. PwC’s Personal Financial Services practice takes a collaborative approach.

Wealth and tax planning

  • Maintain compliance with domestic and global tax reporting obligations.
  • Get recommendations on appropriate structuring and wealth and legacy planning.

Investment and philanthropy

  • Maintain an investment strategy designed that efficiently achieves your goals while providing flexibility to capitalize on new opportunities.
  • Focus on the effectiveness and efficiency of your philanthropic strategy.

Risk and security

  • Protect your family’s well-being and assets from risk.
  • Make strategic choices about your operations, technology and assets. 

Succession planning and governance

  • Assess tax considerations.
  • Learn about ownership transfer options.
  • Develop standard industry practices related to governance.
  • Effectively communicate the results to family members and other key stakeholders to make sure the value endures well beyond leadership transition.

Compliance and regulation

  • Identify opportunities for increased controls, efficiency, financial risk management, reduced costs and overall compliance with regulations related to business operations and investment activities.


Webcast: the impact of tax reform for high net worth individuals

Webcast: the impact of tax reform for high net worth individuals

The Tax Cuts and Jobs Act of 2017 is the most sweeping reform since The Tax Reform Act of 1986. For that reason it will be a vital year to pay close attention as you shape your future tax and wealth preservation strategies. Watch our spring webcast on the potential impact tax reform could have for high net worth individuals.

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Contact us

Brittney Saks
Personal Financial Services Leader, PwC US
Tel: +1 (312) 298 2450

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