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Transferring Family Wealth
When developing your family’s wealth transfer strategy, always consider how low interest rates can make a number of strategies even more effective.
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We developed a process to capture opportunities with new products or technologies with the potential to disrupt existing markets.
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The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Wealth Management® and Hawthorn, PNC Family Wealth® to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through PNC Delaware Trust Company or PNC Ohio Trust Company. 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 Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
“PNC Wealth Management” and “Hawthorn, PNC Family Wealth” are registered marks of The PNC Financial Services Group, Inc.
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