Educational Partners
2025 Educational Partners
Report – Power to adapt: How US family offices can thrive in the M&A market
Webcast – Year-end tax and wealth planning webcast
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. 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, scaling operations with technology, and more, our connected approach and tailored solutions deliver beyond the bottom line.
We understand the unique priorities of family offices and individuals with significant wealth — and we share your determination to achieve them. Learn more about the full range of UHNW Solutions we provide to support the preservation and growth of your assets in a tax-effective manner.
Awards
- Winner, Outsourcing and Business Process Management, WealthTechAmericas Awards 2025
- Winner, Solutions for International Americans, Family Wealth Report Awards 2025
- Winner, Tax Adviser, Family Wealth Report Awards 2025
Contact
Jon Flack
Partner, Global Private Leader, PwC US
jonathan.flack@pwc.com
Belinda Sneddon
Managing Director, Family Enterprise Advisory Services, PwC US
belinda.sneddon@pwc.com
