Our wealth transfer solutions group provides services, designed to meet the sophisticated estate planning needs of high-net-worth individuals. The goal of this component of our practice is to create and implement wealth management plans designed to conserve wealth and reduce wealth transfer taxes.
We are dedicated to seeking ways to manage wealth and reduce exposure to wealth transfer taxes. We pursue that primary objective by developing options to safeguard the financial position you have achieved. Our wealth transfer solutions help our clients to:
- Implement strategies to reduce gift, estate and generation skipping transfer (GST) taxes
- Structure charitable giving strategies
- Implement estate plans
Wealth transfer solutions also delivers tax compliance services for estates and fiduciaries.
Drawing on the experience of our wealth transfer solutions specialists in countries around the world, we offer a truly global perspective, with ability to deliver solutions that are both intergenerational and international.
One of the distinguishing factors associated with our wealth transfer solutions group is its ability to bring to bear the global resources of the firm when they are needed. PricewaterhouseCoopers professionals in other practice areas such as investment management consulting, valuation services, personal tax consulting and compliance, and succession planning are often added to the total wealth management process.
