Family Wealth Planning

Wealth affords many opportunities, but it can also create enormous challenges.

The more wealth your family accumulates, the more you need a comprehensive approach that will speak to the myriad choices you face in managing your wealth. Many families, like yours, with significant assets turn to PNC Wealth Management® for sophisticated solutions that help meet the complex needs of your individual situation.

Helping You Establish Priorities

At PNC, we work to know you and your family and to understand your values and the things that are important to you. In crafting the financial solutions that will help confirm financial security for your family and generations to come, we look beyond numbers to focus on what's really important to you.

Communicating Your Values

Surprisingly, many families with significant wealth find it difficult to discuss money matters. Their wealth becomes a source of anxiety rather than pleasure. Will my children be spoiled? Will the potential of a large inheritance act as a disincentive to achievement? Will they understand the value of hard work? How should I provide for future generations? We strive to understand your history, your values and the sensitive family issues that can affect how you deal with your wealth. The relationships we develop with the families we serve last for generations, and we appreciate the topics that can cause you concern. With long experience in addressing the emotional components of wealth management, we can help you consider these issues.

Meeting the Spectrum of Wealth Management Needs

PNC Wealth Management offers you a comprehensive range of services to manage and enjoy your wealth. From financial planning and investment management, to trust and estate planning, trust administration, gifting and charitable solutions, we can provide the knowledge that will help confirm financial security for you today, and for future generations to come.

PNC Wealth Management

M-F: 7 am to 10 pm ET
Sat & Sun: 8 am to 5 pm ET

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Important Legal Disclosures and Information

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company. 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 Wealth Management” and “PNC Wealth Insight” are registered service marks of The PNC Financial Services Group, Inc.

Important Information about Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).

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.