Ultra High Net Worth Solutions

Tailored services built for preserving, growing and transferring private capital

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Your wealth. Your business. Your legacy.

Preserving, growing and transferring wealth can be a challenge, especially for ultra high net worth (UHNW) individuals with global, diverse portfolios and assets. Whether you’re a private company owner, public company executive, entrepreneur, private equity partner, venture capitalist or an individual or family who inherited wealth, you need integrated wealth services to help create wealth that endures.

As a team of advisors that can address all of your wealth needs, we put you at the center, connecting your personal wealth and the businesses you own. From direct investments and deals, to complex tax issues and estate planning, family governance, succession planning and more, our connected approach and tailored solutions deliver beyond the bottom line to help you create a legacy for generations to come.

Explore tailored solutions for private capital

We understand the unique priorities of individuals with significant wealth—and we share your determination to achieve them. Learn more about the full range of solutions we can provide to support the preservation and growth of your assets in a tax-effective manner.

Ultra high net worth services and solutions

Define your strategic vision and legacy

Staying true to your family’s values and purpose is critical to preserving your wealth, but also to driving innovation and creating the impact you are seeking to make. We can help you maintain alignment with your purpose by assisting in articulating your family’s unique identity and enhance transparency and strengthen unity within the family. At the same time, our next-gen development programs can empower future leaders with the skills to manage your wealth, grow the business and carry your legacy forward.

Experience the difference working with PwC

Gain the strength and perspective of a seasoned team of UHNW advisors, committed to earning your trust and delivering lasting results—grounded in your values and aligned with your vision for the future.

  • Our team is made up of lawyers, CPAs and former CFOs, COOs and general counsel of single and multi-family offices so you can confidently navigate complex decisions, avoid blind spots and get practical solutions from people who’ve been in your world and know how to make things work.
  • We understand your personal and business goals, and address them with a big picture view—bringing together experts to deliver connected, long-term solutions.
  • We can complement your existing advisors by enhancing capabilities and providing a holistic approach to meet your complex needs.
  • We provide independent and objective advice with your best interests in mind, so you can make confident decisions that serve your goals and protect your legacy.
  • Our ecosystem of solutions addresses every aspect of your wealth needs, helping reduce the complexity of managing multiple advisors and bringing greater clarity, coordination and transparency to your overall strategy.
  • PwC is an established institution that will be around to see your legacy unfold, providing you with continuity, credibility and peace of mind.

Awards

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Jonathan  Flack

Jonathan Flack

Global & US Family Office & Family Business Leader, PwC US

Danielle Valkner

Danielle Valkner

Family Office Leader, PwC US

Sheryl Eighner

Sheryl Eighner

Personal Financial Services Leader, PwC US

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