PCS FOR NEXTGEN
 
HELPING THE NEXT GENERATION OF ENTREPRENEURS AND FAMILY WEALTH FULFILL THEIR VISIONS AND LEGACIES.

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.

HOME Athletes & Entertainers Attorneys Executives Family Offices Global Citizens/Mobility Matrimonial Planning NextGen Women

There are both opportunities and challenges when you are a beneficiary of family wealth or building your own wealth. It can be difficult to balance family and/or non-financial goals with fulfilling your individual needs and objectives. 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 or saving for a particular investment.

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

Lisa Osofsky | Partner
  212.375.6859
  Lisa.Osofsky@mazarsusa.com
  Detailed profile


Industry Insights
 

PCS FOR NEXTGEN

 

HELPING THE NEXT GENERATION OF ENTREPRENEURS AND FAMILY WEALTH FULFILL THEIR VISIONS AND LEGACIES.

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.

There are both opportunities and challenges when you are a beneficiary of family wealth or building your own wealth. It can be difficult to balance family and/or non-financial goals with fulfilling your individual needs and objectives. 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 or saving for a particular investment.

 

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

Lisa Osofsky | Partner
  212.375.6859
  Lisa.Osofsky@mazarsusa.com
  Detailed profile


Industry Insights