Solutions for your partnership constraints

As a partner at KPMG, you are tasked with considerable responsibilities that leave precious little time for you outside of work. We support existing members of your firm and have an intimate understanding of the unique and specific challenges you face as KPMG partners. Let us help you solve them.
 
The Pritchard Wealth Management Group offers proven solutions to help you:

  • Manage independence constraints and assist with navigation of the KPMG Independence Compliance System (KICS)
  • Integrate your London Life PSP into your overall investment strategy
  • Reduce your tax burden now and years from now when your partnership ends
  • Enhance your wealth through comprehensive financial planning
  • Protect your legacy by implementing appropriate estate planning strategies (including updating your Will and Power of Attorney) and education for those in your family who are not financially literate
Complimentary Estate Record Keeper Booklet

Please fill out the form if you would like a complimentary copy of our Estate Record Keeper Booklet or to receive future updates from our team.

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