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Built for complex wealth. Designed for your family office.

Family office services

Family Buisness

Specialized support for every stage of your family office

A family office helps manage the personal, financial, and business priorities that come with significant wealth. As those priorities grow more interconnected, family offices are increasingly operating as professional, data-driven organizations that support not only wealth management, but the family's broader vision for the future. PwC can help you establish, enhance or structure a family office around your goals, values and legacy, with support across tax, technology, governance, operations, risk and succession.

How PwC can help with your family office strategy

Like the family it is designed to support, a family office is more than the sum of its parts. It runs on the connections between them: the family, the office, the operating model, and the decisions that tie all of it together. Through PwC’s global family office network, we bring multidisciplinary experience across the areas that can shape how your family office is structured, governed, staffed, safeguarded and positioned for the future.

Strategic vision and legacy

See how families define their vision and legacy.

Navigate complex tax issues

  • Legal entity structuring and ownership structuring
  • Luxury asset management
  • Operating business and direct investments
  • Tax operating model
  • Tax planning
    • Federal
    • State and local
    • Global tax planning for cross-border assets and residency considerations
  • Transfer pricing
  • Tech-enabled tax compliance

Read about complex tax issues and compliance.

Preserve, grow, transfer wealth

Explore wealth transfer and succession planning.

Structuring, operating model

See what goes into structuring a family office.

Scale operations with technology

  • Client and employee experience strategy and design
  • Cloud, digital and AI
  • Data architecture
  • Technology implementation
  • Technology strategy and design
  • Vendor selection

Explore technology for family offices.

Enhance governance or compliance

See governance and compliance considerations.

Manage risk effectively

  • Cybersecurity protection
  • Enterprise risk management and third-party risk management
  • Personal security and privacy management
  • Risk management, measurement and mitigation

Read about managing risk.

Awards

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Explore more ways PwC can help

Family and private wealth solutions Family enterprises Individuals and families Outsourced accounting and reporting Private company tax services Private company audit and assurance services

Frequently asked questions

A family office helps manage the personal, financial, and business needs of a family with complex wealth. Services may include family office strategy, tax planning, accounting and reporting, governance, investments, estate planning, technology, risk management, privacy and administration.

Family office services often include tax planning, accounting and reporting, governance, investment oversight, estate and succession planning, technology, risk management, privacy and family administration. PwC helps families structure, enhance and operate these services around their goals, values, operating needs, and long-term legacy.

Setting up a family office starts with defining the family’s goals, values, services, and operating needs. PwC can help develop a plan across structure, service catalog, funding or compensation model, operations, technology, staffing, advisors and governance, so the office is built around the family it serves.

Learn more about setting up a family office

A family office should be governed through clear structures, decision rights, policies, controls and accountability. PwC can help establish or enhance governance across boards, ownership, family policies, investment oversight, fiduciary responsibilities and regulatory compliance as the family office grows and complexity increases.

You can evaluate a family office by reviewing how well its strategy, operations, technology, compliance, governance, investments and continuity plans support the family’s goals. PwC’s family office diagnostic benchmarks your office against leading practices and provides scores, findings and recommendations to help identify strengths, gaps and opportunities to improve.

Explore our family office diagnostic

Contact us

Danielle Valkner

Danielle Valkner

Family Office Leader, PwC US

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