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A complete range of wealth-management services, tailored to your unique financial planning needs

High Net Worth

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.

Creating, 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 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 what matters to you and understand the life you want to live.
  • Examine your goals and trade-offs needed to pursue them.
  • Review your finances and gaps in your current portfolio.
  • Modify your plan as your situation and goals change.

Learn about our financial-planning process for high-net-worth clients and “human approach” in our 5 steps toward the retirement you want.

Get the guide
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Portfolio construction and ongoing oversight

Based on your financial plan, goals, risk preferences and profile, your PFM advisor will put Goldman Sachs’ resources to work to:

  • Create a custom asset allocation with a balanced mix of screened investment managers.
  • Examine high-net-worth investing strategies, such as tax-loss harvesting through separately managed accounts.
  • Provide oversight over your portfolio, rebalancing it as market conditions change.
  • Review your portfolio, adapting it to reflect your latest goals and preferences.
Learn more
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Preserving and gifting assets through a legacy plan

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:

  • Better manage and control your assets.
  • Provide for the ones you love and future generations.
  • Support philanthropic causes you care about.
  • Minimize how much goes to paying taxes*.

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.

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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