Family office services

Address your family’s unique personal and financial goals in a tax-effective way

Strategic support for every stage of your family office

The financial demands of wealthy families – at both a personal and business level – are becoming more complex. To help manage this growing complexity, family offices are increasingly run as highly professional organizations, using timely data-driven insights to inform their decisions around investments, financial planning, operations and personnel.

Whether you already have a shareholder services function embedded within your family business, are establishing a new family office or are enhancing an existing one, we can help you structure your family office and related functions to address your family’s unique personal and financial goals in a tax-effective way.

A well-run family office strategies

How PwC can help with your family office strategy

Your family’s goals and legacy come first. As part of a global network, our dedicated family enterprise specialists are committed to confidentiality, ensuring seamless service, continuity and peace of mind—so you can focus on what matters most.

Strategic vision and legacy

How do you set up a family office?

Forming a family office requires a business plan, similar to any other business. We’ll work with you to design a family office that best fits your culture, values and needs.

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Is your family office effective?

Family offices are private by nature, so you may not be aware of leading practices or how others operate. We can provide a benchmark to show how your family office compares.

Learn more (PDF of 175.72kb)

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Danielle Valkner

Danielle Valkner

Family Office Leader, PwC US

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