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Brittney Saks
Global Private Wealth Leader - UHNWI
Professional Background
Brittney Saks is an esteemed professional with an impressive 26-year career in the tax consulting industry, currently serving as the Global Tax Private Wealth Leader for the PwC Network. Her expertise lies in catering to Ultra High Net Worth Individuals (UHNWIs), their families, and family offices. In this capacity, Brittney oversees a team dedicated to creating tailored tax strategies designed to preserve and enhance the wealth of her clients while effectively managing risks associated with their financial portfolios.
Before assuming her current leadership role, Brittney demonstrated her prowess as the US tax leader for PwC's Personal Financial Services practice. Throughout her career journey, she has built a robust reputation as a trusted advisor for high net worth families, especially when navigating complex issues related to income tax, trust and estate tax consulting, and compliance services. Brittney's commitment to delivering precise and insightful tax strategy advice has positioned her as a go-to expert in the realm of family wealth management.
Education and Achievements
Brittney holds a Bachelor of Science degree in Accountancy from the University of Illinois, an institution renowned for its rigorous academic programs and strong emphasis on business education. Her foundational education has equipped her with a profound understanding of the financial principles that govern high net worth individuals and families. Brittney's educational background serves as a bedrock for her extensive experience in tax consulting, where she utilizes her knowledge to assist clients in effectively navigating a complex financial landscape.
In addition to her impressive educational credentials, Brittney has consistently demonstrated leadership within PwC and the broader financial services landscape. As a Partner at PwC, she has led numerous high-stakes engagements, building strategic relationships with some of the largest and most intricate family office clients in the United States. Brittney's previous experience includes serving as a Partner and a Staff Member at Altschuler, Melvoin & Glasser, where she further honed her consulting skills and leadership acumen.
Achievements
Brittney's career is adorned with numerous accomplishments that reflect her dedication to her field and her clients. She has not only played a pivotal role in shaping the strategic direction of PwC's tax services for high net worth clients but has also contributed to the broader dialogue around wealth management and taxation for families across generations. Her expertise in business succession and wealth transfer strategies underscores her role as a thought leader within the industry, where she addresses governance issues faced by business-owning families.
Brittney's commitment to her clients extends beyond traditional tax consultation. By focusing on multi-generational planning, she effectively addresses the challenges families face as they seek to maintain and enhance their wealth across generations. Her guidance has proven invaluable to her clients, solidifying her position as a trusted advisor in an increasingly complex financial environment. Overall, Brittney Saks has made significant contributions to the field of tax consulting, particularly within the realm of ultra-high net worth individual wealth management, and continues to influence the practice of tax strategy development for families worldwide.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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