Goldman Sachs Personal Financial Management’s (PFM) financial advisors offer the expertise, personalized care and global resources to help high-net-worth investors thoughtfully meet more complicated financial planning, investing and estate planning needs.
A dedicated PFM financial advisor can work with you to craft a dynamic plan tailored to your goals as a roadmap for building your portfolio and to help you live the life you want starting today. Our advisors will:
Learn about our financial-planning process for high-net-worth clients and “human approach” in our 5 steps toward the retirement you want.
Based on your financial plan, goals, risk preferences and profile, your PFM advisor will put Goldman Sachs’ resources to work to:
A PFM advisor can coordinate with your legal and tax advisors to help preserve and transfer your wealth through estate and legacy planning strategies to:
Learn more about the potential benefits of these tax-advantaged vehicles for high net worth investors by reading our guide Creating your legacy — and talk with a PFM financial advisor.
*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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