Trust Solutions built around private clients

Assurance and tax services tailored for you now and where you’re going next

Build trust to protect and propel your business forward

As a business grows, so do complex challenges. Private companies that successfully build and sustain trust are more likely to attract capital, talent, and customers. At PwC, we provide a personalized approach to help your private company build trust through quality assurance, strategic tax, and advisory services.

We bring the right people, technology, and industry knowledge together to help you stay compliant, agile and resilient. We’ll help you navigate a dynamic business landscape, including evolving ESG reporting and Pillar Two requirements, while spotting risks and uncovering new opportunities.

93% of business executives agree that building and maintaining trust improves the bottom line

PwC’s 2024 Trust Survey

Assurance services

You need an innovative, efficient, AI-powered approach to your audit that’s not only tailored for your business but is built on the inherent differences between public companies, PE firms, family business and other private clients. One that delivers quantifiable value and financial statement assurance.

See how you can build trust with your stakeholders

Tax services

Helping to ensure that you stay compliant with local, state, federal, and international tax laws is a complicated undertaking. But it’s what we specialize in. We have a deep understanding of the tax environment and can look at your data to spot risks and uncover new opportunities. We work year-round to keep you apprised of any new tax laws or developments that may impact cash flow and risk management. 

Stay compliant, agile and resilient

Personal financial services

There are several unique challenges you personally face in managing your wealth and planning for the future. Our deep experience serving high net worth individuals and families, major stakeholders and decision makers across a wide spectrum of size and business types brings a holistic perspective to your wealth planning and securing your family's future.

Address your individual tax needs

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Shawn Panson

Shawn Panson

US Private Practice Leader, PwC US

Shari Forman

Shari Forman

Private Tax Leader, PwC US

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