Personal financial services

Make the right moves to plan for your family’s future and manage your wealth

Creating sustained outcomes for you and generations to come

Good tax planning is integral to sound wealth management. However, confidently managing and protecting your wealth — in today’s complex world marked by interdependent markets, global interests, and changing tax requirements — certainly isn’t simple. But it is possible. It demands a deep understanding of your goals and those of your family, and the experience to get you there.

That’s what our team focuses on: the unique challenges you personally face in managing your wealth and planning for the future. We’re a passionate community of solvers who bring the holistic perspective of our global team to your wealth planning. We’ll deliver the insights, experience and capabilities your ambitions require, so you’ll be well positioned to preserve your wealth regardless of tax policy changes.

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Preserving and growing wealth

How PwC can help

Charitable giving and philanthropy

Make every philanthropic gift go as far as possible by positioning it as a tax efficient gift. Our philanthropy specialists will help you understand when and if a tax deduction is allowed and the benefit realized.

Cross border

Maintain full compliance with personal tax and wealth planning requirements, and manage the various complexities and country jurisdictions with our global private wealth network.

Estate, trust and gift planning

Review your estate and gift plans to address changes in tax laws, confirm your wishes are accurately reflected and ensure you’re planning appropriately for estate and inheritance taxes.

Insurance and risk management

Protect your family’s well-being and assets from potential risks with right-sized products and solutions like asset ownership that go beyond standard insurance coverage.

Investment planning

Keep an ahead-of-the-curve, even-keeled, flexible investment strategy that allows you to capitalize on new opportunities when they arise while staying resilient to uncertainty and global economic interdependency.

Lifestyle and unique investments

Trust the team of specialists who understand the unique issues that ownership of yachts and planes, classic cars and works of art bring. We’ll help you determine if you should consider creating an LLC, a company or a trust to create the most efficient plan for your assets.

PwC wins ‘Solutions for International Americans’ award at Family Wealth Report Awards 2023

PwC is recognized for helping individuals and families to manage various complexities and country jurisdictions as cross-board liaisons, thanks to our global network of firms and experience covering 150+ jurisdictions.


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Frank Graziano

Frank Graziano

Personal Financial Services Leader, PwC US

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