PwC’s wealth management tax practice provides dedicated and experienced year round support.
- Gain access to tax and industry subject matter specialists
- Eliminate internal resourcing concerns
- Focus operational leadership on core functions
- Leverage the tax technical experience of an outside provider
- Gain ability to address changing tax laws and environment
As the provider to many of the leading companies in the wealth management industry, we can deliver industry knowledge for the benefit of your organization.
- Work towards consistency within the industry and across the organization
- Increased support for trust officers to help them be relevant to your high net worth clients
- Focus on quality and risk management in all deliverables
- Provide a new insight and an up to date look into risk management
Our proprietary technology allows us to produce appropriate client deliverables and offers your clients and trust advisors online access that is convenient and efficient.
- Increase technology flexibility
- Capacity to customize deliverables based on your clients needs
- Leverage technology of an outside vendor
Service level certainty and predictable costs
Our structure provides a thorough scope of year-round services and agreed-upon milestones and delivery schedules.
- Fixed fees per account include tax software and year round tax compliance support
- Establish a scalable process to support future internal growth and acquisition