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Transferring Family Wealth
The ability to identify common family values and align them with long-term goals is a key characteristic of many families that successfully transfer wealth through the generations. Below we explore ways to clarify shared values and integrate them with four common principles that support successful multigenerational succession.
6 min read
Markets & Economy
Responsible investing is a growing discipline, and active engagement between shareholders and company management through proxy voting and resolutions has become a significant part of this evolution.
3 min read
Retirement & Investment Planning
People are living longer, which presents a number of financial planning opportunities and challenges. One part of your financial strategy should include preparing to live longer so you don’t run the risk of outliving your retirement nest egg.
6 min read
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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