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Tailored services for preserving, growing and transferring private capital.
Ultra High Net Worth Solutions
Your wealth. Your business. Your legacy.
Creating lasting wealth takes more than success — it takes strategy. For ultra-high net worth individuals and families with complex, global portfolios, preserving, growing and transferring wealth comes with unique challenges. Whether you're a business owner, executive, investor or inheritor, we deliver integrated wealth solutions to plan with purpose and build a legacy that endures.
As a team of advisors that can address 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.
Discover personalized strategies for managing private capital
We understand the unique priorities of individuals with significant wealth — and we share your determination to achieve them.
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 key — not just to preserving wealth, but sparking innovation and creating lasting impact. We help you stay aligned with your purpose by defining your family’s unique identity — enhancing transparency and strengthening unity across generations.
At the same time, our next-gen development programs can empower future leaders with the skills to manage 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 specific tax aspects, 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 business-owning families and family offices, preserving, growing and transferring wealth is a top priority — often spanning direct investments, deal-making, philanthropy and 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, values-aligned investing, compliance and more.
Structure and enable your service and operating model
As wealth grows more complex, family offices are evolving — operating with the same professionalism and data-driven decision-making as leading businesses. From investment strategy and financial planning to operations and talent, timely insights are key. Whether you’re building a new family office, enhancing an existing one or managing shareholder services within your family enterprise, we help structure your office and related functions — like outsourced accounting and consolidated reporting — so you can meet your family’s personal and financial goals in a tax-effective way.
Scale your family office operations with technology
Running a family office comes with real challenges — from limited resources to complex processes and competing for top talent. The right technology can make all the difference. We help you streamline and scale by assessing your current state, designing a tailored tech strategy to the implementation of proven systems.
Enhance governance and compliance
Strong governance is essential to navigating the complexity of family enterprises and wealth structures. We help you with implementation and sustaining the oversight you need — drawing on deep experience to build effective governance models, conduct independent audits and create tailored policies that manage risk, help maintain compliance and support operational excellence.
Manage risk effectively
From cyber threats and privacy concerns to operational and market risks, today’s risk landscape is more complex than ever for wealthy individuals and family offices. A clear, proactive approach to identifying and managing risk is essential. We help you stay ahead with strong cybersecurity, enhanced privacy safeguards and tailored digital solutions to respond with agility and manage emerging risks before they escalate.
See what’s possible with PwC
You’ll work with a seasoned team of UHNW advisors — lawyers, CPAs, former CFOs, COOs and general counsel — who’ve sat in your seat and understand what it takes to move forward with confidence.
We bring your personal and business goals into one big-picture view, helping you navigate complexity, avoid blind spots and make practical decisions that protect your legacy.
Whether we’re complementing your current advisors or leading the way, we offer objective advice and holistic solutions — always grounded in your values and aligned with your long-term vision.
Our connected ecosystem reduces the noise of managing multiple relationships, bringing clarity, coordination and peace of mind.
And because we’re built to last, we’ll be here to see your legacy through.
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