January 13, 2012
Brittney Saks, a partner in the personal financial services practice based in Chicago, has been appointed leader of U.S. Personal Financial Services. She succeeds Richard Kohan, who retired Jan. 1.
Saks leads a group of experienced tax and wealth management professionals, specializing in designing strategies to preserve and enhance their clients' wealth and help them build value, manage risk and improve performance.
She has 20 years of experience -- 17 with PwC -- providing comprehensive planning services, including compensation, investment, business succession, charitable giving and retirement planning strategies, to business owners, corporate executives and wealthy families both domestically and globally. She has served as the lead engagement partner on some of the largest family office clients in Chicago.
Saks also has led the production of the annual guide to tax and wealth management, "Managing Your Wealth," for five years and has authored numerous other publications on high net worth family planning.
Saks, a CPA, has B.S. degree in accounting from the University of Illinois at Urbana-Champaign and an M.S. in taxation from DePaul University.