Private wealth

Overview

Wealth brings responsibilities that demand unique services. We have a keen multi-disciplinary appreciation for the varied dynamics of family business and private wealth, and we apply this knowledge to help you build on the positive aspects of your private wealth and family enterprise. With us, you’ll be in a better position to anticipate and mitigate risks and conflicts.

 

 

How we can help

Our team leverages the experience and resources across PwC’s global network of firms, including professionals within PwC’s Personal Financial Services, to address the issues and challenges facing wealthy individuals and families.

Succession and governance

  • Assess tax considerations.
  • Learn about ownership transfer options.
  • Develop standard industry practices related to governance.
  • Effectively communicate the results to family members and other key stakeholders to make sure the value endures well beyond leadership transition.

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Compliance and regulation

  • Identify opportunities for increased controls, efficiency, financial risk management, reduced costs and overall compliance with regulations related to business operations and investment activities.

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Wealth and tax planning

  • Maintain compliance with domestic and global tax reporting obligations.
  • Get recommendations on appropriate structuring and wealth and legacy planning.

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Investment and philanthropy

  • Maintain an investment strategy that is designed to efficiently achieve your goals while providing flexibility to capitalize on new opportunities.
  • Focus on the effectiveness and efficiency of your philanthropic strategy.

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Technology and processes

  • Learn how new technologies can help you better manage ledger and balance sheets.
  • Get recommendations for technology and financial operations so you'll have a thorough financial picture and be able to safeguard your assets.

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Risk and security

  • Protect your family’s well-being and assets from risk.
  • Make strategic choices about your operations, technology and assets.

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Contact us

James Whitaker
Partner, PwC South Africa
Tel: +27 (0)21 529 2638
Email

Jan Coetsee
Senior Manager, PwC South Africa
Tel: +27 (0)12 429 0051
Email

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