Personal Capital Adds Tax and Estate Planning Services for Clients

SILICON VALLEY, Calif., March 6, 2018 /PRNewswire/ -- Personal Capital, a leading digital wealth manager, today announced a new suite of tax and estate planning services to support its clients. These services underscore Personal Capital's commitment to providing holistic financial advice, delivered by fiduciaries and supported by the firm's award-winning financial tools.

"Humans and technology should enhance each other when it comes to financial planning," said Jay Shah, CEO of Personal Capital. "One without the other can leave you with an incomplete picture of the factors at play when it comes to preserving, and transferring, wealth. Our new offering melds the best of both worlds and helps our clients see a clearer, fuller picture of their financial lives."

"In investing, it's not about the money you make—it's about the money you keep," added Amin Dabit, Director of Advisory Services at Personal Capital. "Tax and estate planning are important components of preserving, and growing, wealth. "We're thrilled to give our clients more specialized guidance on these topics so they can keep more money in their pockets"

Personal Capital's tax and estate planning solutions will be led by the company's new planning team. This team will assist clients with mitigating the impact of estate and gift taxes, managing non-monetary forms of compensation such as stock options, and tax-optimizing their financial lives, among other offerings. Additionally, they will assist clients with estate distribution strategies, guidance on how to select the right trustee and executor, as well as protecting assets, among other estate challenges. The new services are currently being offered to Personal Capital's Private Client Group.

Personal Capital manages over $6.4 billion in assets on behalf of its clients and tracks over $500 billion for 1.6 million registered users.

About Personal Capital

Personal Capital is the smart way to track and manage your financial life. Personal Capital combines award-winning online financial tools that provide unprecedented transparency into your finances with personal attention from registered financial advisors. The result is a complete transformation in the way you understand, manage and grow your net worth. For more information and to open an account, visit https://www.personalcapital.com/.

Alexis Ganzaganz@prosek.com 
917-633-6039

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SOURCE Personal Capital