The Wealth Strategies Design Team™ is the heart of The Private Consulting Group's (PCG) Wealth Optimization™ process. This team is composed of highly qualified multi-disciplined advisors to the wealthy, each of whom is recognized as a leading expert in his or her respective discipline. Their specified mission is:
- To conceive and enhance effective, leading-edge strategies for our clients related to the accumulation, growth and transfer of significant wealth.
- To work at the request and under the direction of your Managing Director to develop and implement tactical and strategic plans to address your planning needs.
- To coordinate with your current accounting and legal professionals to assist in the execution of your plan.
- To maintain vigilant oversight of changing legal and tax implications that might have an impact on affluent individuals, their families and their wealth plans.
- To update your Managing Directors continually on emerging developments and opportunities in their respective areas of expertise in wealth management and design.
- To select only those strategies that are consistent with the client's strategy risk tolerance, complexity threshold and cost/benefit assessment.
The Private Consulting Group affords you the ability to draw on the individual or collective talents of our Wealth Strategies Design Team™.
Under the orchestration of your Managing Director, we will provide you with either a comprehensive Wealth Design Plan or a creative solution to a specific tactical need.
After we have gathered critical information about your personal, financial and legal situation, your Managing Director works in concert with some of the best wealth design minds in the country - our Wealth Strategies Design Team™ - to prepare your personalized state-of-the-art plan or tactical solution.