PCS for NextGen

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 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 plan 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 & professional advisors

Contact us to see how we can address the tax, financial and business challenges facing you, your family, and your closely-held business.