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Strategic support for every stage of your family office
The financial demands of wealthy families – at both a personal and business level – are becoming more complex. To help manage this growing complexity, family offices are increasingly run as highly professional organizations, using timely data-driven insights to inform their decisions around investments, financial planning, operations and personnel.
Whether you already have a shareholder services function embedded within your family business, are establishing a new family office or are enhancing an existing one, we can help you structure your family office and related functions to address your family’s unique personal and financial goals in a tax-effective way.
How PwC can help with your family office strategy
Your family’s goals and legacy come first. As part of a global network, our dedicated family enterprise specialists are committed to confidentiality, ensuring seamless service, continuity and peace of mind—so you can focus on what matters most.
Strategic vision and legacy
- Communication strategy
- Education
- Family and shareholder alignment
- Family vision, mission and purpose
- Legacy assessment
- Nextgen development and engagement
Navigate complex tax issues
- Legal entity structuring and ownership structuring
- Luxury asset management
- Operating business and direct investments
- Tax operating model
- Tax planning
- Federal
- State and local
- Global tax planning for cross-border assets and residency considerations
- Transfer pricing
- Tech-enabled tax compliance
Preserve, grow, transfer wealth
- Continuity and succession planning
- Investments
- Investment policy
- Corporate development and M&A
- Philanthropic giving and impact investing
- Trust and estate planning
- Estate planning
- Private trust company
- Trust and estate compliance
Structuring, operating model
- Employee compensation
- Operating model
- Operational assessment and diagnostic
- Outsourcing accounting and consolidated reporting
- Service agreements and family office funding or compensation
- Service catalog
- Structuring
Enhance governance or compliance
- Audit and assurance
- Dividend policy and remuneration
- Establishing or enhancing your board
- Family policies
- Governance model
- Process and controls
- Regulatory compliance
Manage risk effectively
- Cybersecurity protection
- Enterprise risk management and third-party risk management
- Personal security and privacy management
- Risk management, measurement and mitigation
How do you set up a family office?
Forming a family office requires a business plan, similar to any other business. We’ll work with you to design a family office that best fits your culture, values and needs.
Is your family office effective?
Family offices are private by nature, so you may not be aware of leading practices or how others operate. We can provide a benchmark to show how your family office compares.
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