Goldman Sachs Private Wealth Management

Goldman Sachs Private Wealth Management serves ultra-high-net-worth individuals, families, and family offices with a $10 million minimum investment threshold. The firm oversees $929 billion in wealth management assets under supervision and $1.6 trillion in total client assets as of 2024. Named Best Private Bank for Net Worth over $25M and Best Private Bank for Access to Private Equity by Global Finance 2026, Goldman Sachs has built its reputation on providing institutional-quality investments and exclusive access to alternative investments typically reserved for the world's largest institutions.

Private Wealth Management sits within Goldman Sachs' broader Asset & Wealth Management division, which manages $3.14 trillion in total AUS and generated record management fees of $10.4 billion in 2024. The wealth platform integrates Private Wealth Management with Ayco (executive financial planning) and Marcus (digital banking). A 1:25 advisor-to-client ratio allows advisors to deliver bespoke, white-glove service. The firm traces its origins to 1869, with the Private Wealth division established in 1972.

Investment Management

Goldman Sachs delivers institutional-quality portfolio management through its global investment platform. The firm emphasizes active management and provides clients with sophisticated strategies that generate alpha across market cycles. As a top-five global alternatives manager, Goldman raised $72 billion in alternative investments in 2024 alone.

• Customized discretionary portfolio management with quantitative models
• Proprietary research from Goldman Sachs Global Investment Research
• Exclusive access to private equity, hedge funds, private credit, and real estate
• Direct co-investment opportunities alongside Goldman's balance sheet
• Goldman Sachs fund strategies across equity, fixed income, and alternatives
• Structured products and risk management solutions

Wealth Planning & Advisory

The advisory approach focuses on multigenerational objectives rather than short-term market movements. Advisors help clients maintain discipline through market volatility while integrating wealth transfer, tax optimization, and philanthropic planning into a cohesive strategy. Average advisor tenure of 14+ years provides deep experience guiding similarly situated families.

• Comprehensive wealth planning spanning multiple generations
• Estate and trust planning including wealth transfer strategies
• Tax-efficient structuring and investment location optimization
• Philanthropy advisory and foundation management
• Family governance and next-generation education programs
• Concentrated stock and executive compensation strategies

Family Office Services

Goldman Sachs Apex serves single-family offices and ultra-high-net-worth families through an integrated team that partners across all regions and divisions of the firm. The One Goldman Sachs initiative breaks down silos between businesses to deliver comprehensive solutions - from investment banking and capital markets to lending and risk management - in a coordinated approach.

Banking & Lending

Private banking and lending revenues grew 12% in 2024 to $2.9 billion. Goldman provides securities-based lending, real estate financing, and specialty lending solutions. The firm leverages its investment banking relationships to provide unique transaction and liquidity solutions for clients with complex needs.

Tucker York

Global Head, Goldman Sachs Wealth Management

Tucker York has led Goldman Sachs Wealth Management globally since December 2022. A Management Committee member who joined the firm in 1986, he previously served as head of the US business and co-head of EMEA. Based across Frankfurt, Zurich, London, and New York throughout his career.

Marc Nachmann

Global Head, Asset & Wealth Management

Marc Nachmann leads the entire Asset & Wealth Management division overseeing $3.14 trillion in AUS. A Management Committee member since joining in 1994, he previously served as co-head of Global Markets and co-head of Investment Banking. Holds a PhD from Harvard Business School.

Meena Flynn

Global Co-Head, Private Wealth Management & Co-Head, One Goldman Sachs

Meena Flynn has co-led Global Private Wealth Management since 2021 and was named to Fortune's Most Powerful Women 2025. She also co-leads One Goldman Sachs, the firm's cross-business client strategy. Joined in 2000 from JP Morgan, named partner in 2014.

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