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Wealthy individuals and families are unique in many ways. Beyond simply financial wealth is the complexity of issues that inevitably are attached to the management and administration and possibility and liability of wealth.
At PCG we understand that, while financial assets are indeed a blessing, they can just as commonly be a burden. We are familiar with the operating landscape of multi-generational wealth and can assist our clients in many ways that help protect family interests, further growth and development of financial and philanthropic assets and transcend physical wealth to the more important issues of personal and familial well-being.
A London-based individual investor
with interests in property, clean-tech and hedge fund investments
 PCG was retained to establish a philanthropic investment strategy strategically designed to align with and enhance existing investments and operating assets. In addition, PCG was charged with identifying unique investment opportunities and co-investors for client interests.
A Forbes 100 family interest
to identify unique, non-correlated investments
 Following several exploratory meetings with the chief investment officer, and later the CEO of the family office, regarding their investment allocations and desire to increase their allotment to non-correlated assets, PCG identified an investment opportunity of interest which delivered a significant premium to market returns.
A Taiwanese family of entrepreneurs
In order to reverse the outcomes from an under-performing management and an ill-conceived business strategy, PCG was retained to assist with the interim management of a family operating business with offices in six countries.
A retired Goldman Sachs partner
and engaged philanthropist
 PCG was retained to assist with the development of a new and innovative conservation program, the first of its kind to create a national program in hopes of its replication across the globe. Partner organizations include several prominent philanthropic families with decades of experience in the field.
A Geneva-based multi-family office
 Representing sixteen families of multi-generational wealth, this multi-family office operation requested PCG assistance in identifying unique investment opportunities, introductions to other PCG families of like standing and to provide advisory services relating to its clients' philanthropic interests.
A Dubai-based family office
Given geographic and cultural distances from an investment opportunity of interest, PCG was retained to conduct due diligence on a potential acquisition, to meet and negotiate with management and to opine on the viability of the investment strategy.
An American family
with six generations of independent family wealth
 PCG was asked to conduct research on a particular legacy matter and to advise the family as to the best path forward to address a long-standing problem relating to wayward philanthropic entities.
A globally engaged billionaire and philanthropist
with numerous entities and investment interests
Working closely with the family office president, PCG was asked to conduct a review of existing philanthropic engagements and to opine as to the most effective means of fostering better communication and accountability amongst various family funded philanthropies and to identify opportunities to leverage existing resources for increased efficiencies with an eye toward co-investment with outside entities.
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