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A full range of wealth-management services to meet your unique needs

High Net Worth

Our personal financial advisors, backed by the power of Goldman Sachs, can partner with you to tailor a financial strategy to meet complex financial planning, investing and estate planning needs.

Investing, preserving and transferring wealth

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Personalized financial planning

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Portfolio construction and ongoing oversight

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Preserving and gifting assets through a legacy plan

Comprehensive, personalized financial planning

A dedicated PFM advisor can partner with you to craft a financial plan tailored to you as a roadmap for building your portfolio. Our advisors will:

  • Go deeper to understand your mindset, your view on money, and how your life and money connect.
  • Work with you to create a plan based on your goals, needs and risk preferences, with your values, priorities and beliefs at the center.
  • Explain trade-offs you may need to consider to optimize your strategy.

Learn about our personalized planning process in our 5 steps retirement guide.

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Portfolio construction and ongoing oversight

Based on the financial plan we tailor to you, your advisor will put the Goldman Sachs' resources to work for you to:

  • Create a custom asset mix balanced to your goals for protection and growth.
  • Construct and implement your strategy from a selection of carefully curated portfolio managers and strategies.
  • Work with you to adjust your strategy as life unfolds to meet your evolving goals and circumstances.
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Preserving and gifting assets through a legacy plan

Your advisor can help you navigate the firm’s in-house resources in estate planning and coordinate with your legal and tax advisors to:

  • Manage your assets to provide for and maximize return on life for those you care about.
  • Support philanthropic causes important to you.
  • Impact future generations.

Learn more about the potential benefits of tax-advantaged vehicles and strategies by reading our guide Creating your legacy.*

Get the guide
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*Goldman Sachs Personal Financial Management does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

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