PwC’s private wealth offering team specializes in working with individuals and families, privately-owned family businesses, family offices and their advisors. We have a keen multi-disciplinary appreciation for the varied dynamics of family business and private wealth, and we apply 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.
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.
PwC Personal Financial Services: Wealth management and tax planning
Brittney Saks, Personal Financial Services Leader, shares insight about the practice.
Wealth and tax planning
Investment and philanthropy
Risk and security
Succession and governance
Compliance and regulation
Technology and processes
The complexity of family wealth and family offices has expanded beyond coordinating the various aspects of wealth management. Every day, PwC’s private wealth professionals are called on to provide advice and support around global tax matters, philanthropic interests, and family reporting and education. Our services also include enhancing technology and data security and advising on generational wealth transfers.
Partner, Assurance, Financial Services - Asset Management, PwC US
Tel: +1 (617) 530 4518
Partner, PwC US
Tel: +1 (678) 419 3104