PCS FOR NEXT GENERATION

There are both opportunities and challenges when you are a beneficiary of family wealth. It can be difficult to balance family goals with fulfilling your individual needs and objectives. 

We believe that financial wealth is a tool to enhance human, intellectual, social and spiritual capital – a means to create the life that you want to lead. We help our clients to leverage these different forms of capital in planning for the future and preparing for the unexpected – from ensuring that inherited wealth is properly managed to planning for long-term goals, budgeting for monthly expenses, to saving for a particular investment. 

Our services include: 

• Financial Education
• Financial Planning
• Personal Goal Setting
• Family Goal Setting
• Coordination with Family and Professional Advisors

 

 

 

 







Test
    Mazars > Industries > Private Client Services > PCS For Next Generation
Follow us
Share This
ABOUT US SERVICES INDUSTRIES   PUBLICATIONS CAREERS
Who We Are Accounting, Auditing and Assurance Aerospace Defense Life Sciences Alerts Professional Development
Our People Consulting Services Banking Manufacturing & Distribution Articles Career Opportunities
Locations Employee Benefit Plans Broker/Dealers Media & Entertainment Comment Letters SiteLock
Events Financial Advisory Services Consumer Products Not-for-Profit Newsletters
Press Governance, Risk and Compliance Energy & Utilities Private Client Services Surveys and Whitepapers
  International Services Financial Services Private Equity  
  Public Company Services Food & Beverage Professional Services Firms    
  Tax Services Health Care Real Estate    
  Mazars USA Wealth Advisors LLC Textile Rental Technology  
    Insurance Transportation    
Mazars USA LLP is an independent member firm of Mazars Group. Legal and privacy policy Contact us Terms and Conditions



Legal and privacy policy Contact us Terms and Conditions

© 2017 Mazars USA LLP is an independent member firm of Mazars Group.