Mark Soulos

Background

About Mark Soulos

As a Partner in PwC’s Family Office team, I build trusted relationships with individuals and families to develop a personalised, bespoke family office. I work closely with families to simplify the complexities of their financial affairs and proactively manage the risks associated with a constantly changing environment - providing families with certainty and peace of mind around their financial affairs. From management of your day to day financial and taxation matters and regular tailored reporting, to developing succession strategies to preserve your wealth for future generations, our dedicated team ensures that our client’s short and long term goals for their family are realised. I am passionate about working with families and individuals to build and protect their wealth, while providing the reassurance that they and their families can look forward to a safe and secure future. For over 25 years, I have provided taxation advice to private business owners, wealthy individuals and their families. I specialise in discretionary trusts, structuring and asset protection - with a focus on migrating after tax wealth from higher risk business structures to lower risk passive structures.