PCS FOR NEXTGEN

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

 

 

 

 







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© 2018 Mazars USA LLP is an independent member firm of Mazars Group.