Private wealth

Helping your family grow and protect its wealth

Wealth brings responsibilities that demand unique services

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.


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PwC Personal Financial Services: Wealth management and tax planning
Brittney Saks, Personal Financial Services Leader, shares insight about the practice.

How PwC can help

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 that is designed to efficiently achieve 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 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.

Technology and processes

  • Learn how new technologies can help you better manage ledger and balance sheets.
  • Get recommendations for technology and financial operations so you'll have a thorough financial picture and be able to safeguard your assets. 

Legacy building and more

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.


  • Should I have a family office? If so, what form should it take?
  • Are there risks or exposures to my personal wealth and quality of life that I’m not aware of or not managing fully?
  • How can I be assured that my office is incorporating standard industry practices, managing risk and maintaining appropriate controls and safeguards?
  • Who should I employ or engage to assist in the management of my private wealth and affairs?
  • How do I comply with international laws and tax compliance requirements?
  • How do I prepare a legacy for following generations?


Contact us

Brittney Saks

Partner, PwC US

Paul Hanley

Partner, Assurance, Financial Services - Asset Management, PwC US

Rich Wagman

Partner, PwC US

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