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 just demands a deep understanding of your and your family's goals, 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, and your future generations will benefit from.
Review your estate and gift plans to address changes in tax laws, confirm your wishes are accurately reflected, and you’re properly planning for estate and inheritance taxes.
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 an LLC, company or trust to create the most efficient plan.
Untangle your family’s managerial and administrative needs by setting up a family office. We’ll help you stay compliant and nimble in your tax and estate planning, trust and foundation management.
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.
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.
Secure your leadership transition is as successful as possible by taking a strategic, ongoing, transparent approach to succession planning. Your family members and other key stakeholders will thank you.
Keep an ahead-of-the-curve, even-keeled, flexible investment strategy, so you can capitalize on new opportunities when they arise, while staying resilient to uncertainty and global economic interdependency.
Good tax planning is integral to sound wealth management, staying compliant and keeping you and your family confident in your decision making. Our experience will guide you toward a variety of strategies so you will be well positioned to preserve your wealth regardless of tax policy changes.
For the second year in a row, PwC is recognized as the consultancy winner for our human-led, technology-driven approach to serving family enterprises.