PNC Center for Financial Insight℠

Providing actionable strategies on a range of wealth management topics

 

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Featured Insight

2017 Year End Planning

We recognize you may not have had time to address your tax and financial planning goals as early as you would have liked. The good news is, it’s not too late to take action.

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Explore Our Thoughts and Ideas

Transferring Family Wealth

You have worked hard to be prosperous. Like many affluent families, preserving and growing your family wealth and legacy across generations is important to you. Learn best practices to help identify what you seek to achieve with your wealth; educational approaches to engage and prepare the next generation; and trust and estate planning strategies that will help bring your goals to fruition.

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Family & Business Continuity and Succession

Business-owning families are often balancing the separate and intersecting needs of their businesses and family. Find solutions related to the unique financial and family opportunities as well as challenges you may face. Explore key components of business succession strategies; integrating the next generation and managing liquid wealth.

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Retirement Planning

Your ability to have an enjoyable lifestyle in retirement increasingly rests on maximizing your retirement plan options. Learn ways to help increase your ability to save. Explore strategies to pass on your retirement assets to heirs or charitable organizations. Review different retirement plan options.

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Strategic Philanthropy

One great benefit of wealth can be the ability to affect change and support the causes that are important to you and your family. Discover how to translate your passion(s) into action. Learn how charitable gifting strategies can create a lasting bond between family members of all generations. Understand the different ways to give and how to make your gifts most effective.

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Risk Management

Risk can take many forms. Preparing for the unexpected is central to preserving and successfully transferring wealth – whether you are seeking to garner the necessary funding for your wealth plans or protecting against cybercrime or unexpected health issues. Gain knowledge of potential challenges, and strategies to help you successfully navigate them.

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About the PNC Center for Financial Insight

Mindy F. Rosenthal

Mindy F. Rosenthal is a Senior Vice President of the PNC Financial Services Group and the National Managing Director of the PNC Center for Financial Insight.

Rosenthal is responsible for building and running the Center, which develops educational content on a full range of wealth management topics for individuals and families of wealth and centers of influence. She additionally spearheads and oversees the creation of internal training sessions affiliated with the content.

With 20 years of experience, she specializes in the governance and wealth management needs of ultra-high-net-worth families. Before joining PNC, Rosenthal served as president of the Institute for Private Investors and prior to that she built and ran Campden Wealth’s North American division.

Rosenthal has appeared on CNBC and been quoted in a number of news outlets including The Wall Street Journal, the Financial Times, the New York Times and Barron’s. She is the author of multiple pieces of research and two books. In addition, Rosenthal is a frequent presenter at industry conferences and events.

Important Legal Disclosures and Information

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Center for Financial InsightSM to provide wealth planning education to individual clients through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC.  Securities products, brokerage services, and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.

“PNC Center for Financial Insight” is a service mark of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. Not a Deposit. May Lose Value.