Ultra high net worth services and solutions: PwC

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.

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Ultra high net worth services and solutions

Define your strategic vision and legacy
Navigate complex tax issues and compliance
Preserve, grow and transfer wealth
Structure and enable your service and operating model
Scale your family office operations with technology
Enhance governance and compliance
Manage risk effectively

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.

Navigate complex tax issues and compliance

To preserve, grow and transfer your private capital securely and effectively, you should make informed decisions on tax. Yet navigating complex tax regulations at each level – federal, state and local, and cross-border – can be daunting. We can advise you on the tax aspects of areas including direct investment strategies, legal entity structuring and ownership structuring, luxury asset management, transfer pricing, regulatory compliance, and state and local tax matters.

Preserve, grow and transfer wealth

For a business-owning family or family office, overseeing the preservation, growth and transfer of wealth is a key priority – one that can include direct investments, deal-making, philanthropic giving, as well as trust and estate planning. To support you, we can advise on areas including wealth transfer strategies, corporate development, sell-side and buy-side due diligence, succession planning, impact investing efforts, compliance and more.

Structure and enable your service and operating model

To help manage the growing complexity of wealth, 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, such as outsourced accounting and consolidated reporting, to address your family’s unique personal and financial goals in a tax-effective way.

Scale your family office operations with technology

If your family office is facing challenges related to limited resources, or difficulties in automating complex processes or attracting and retaining top talent, then a big part of the solution lies in using technology to help you streamline and scale your operations. We can help you make the right technology choices by evaluating your current state, designing a technology strategy tailored to your requirements, and implementing proven systems that can improve your family office’s efficiency, transparency and decision-making.

Enhance governance and compliance

A well-defined and strong governance model is key to maintaining clear oversight of complex legal and operating structures, especially in the context of family enterprises and wealth. We can help you implement and maintain the rigorous governance you require, by applying our experience in establishing effective governance structures, conducting independent audits for credibility and compliance, and developing tailored policies and procedures to manage risks while confirming both compliance and operational excellence.

Manage risk effectively

The risk landscape confronting wealthy individuals and family offices includes cyber threats (e.g. data breaches and ransomware), privacy challenges (e.g. identity theft and insider threats), as well as operational risks, market risk and other potential risk of loss. Establishing a clear process for identifying, assessing and controlling these risks is essential for effective risk management. We can help by implementing strong cybersecurity measures, enhancing privacy protections, and providing tailored cloud and digital solutions, while also supporting your family in identifying third-party and other emerging risks early and developing effective controls and mitigation strategies.

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.