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Private Wealth: Deep dive into Family Offices

Part of the Tax News & Views podcast series

With the rise of family offices due to wealth accumulation in the United States, what changes does this bring for tax professionals? Join us for this episode as Deloitte’s family office and wealth management leaders discuss the expanding role of family offices, the array of services Deloitte offers, and the latest trends shaping the family office industry.

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Private Wealth: Deep dive into Family Offices

Monetization events and wealth accumulation are making family offices more and more common, and the tax and talent markets will need to adapt to serve these special clients. In this episode, join Deloitte’s Family Office and Private Wealth Services leaders Eric Johnson and Mark Bauters as they delve into the rise of family offices, the difference between these organizations and traditional investment firms, and the trends that tax and wealth management professionals will need to keep on their radar.

The biggest issue we’re seeing in the market is finding talent to fill these roles at family offices. A lot of positions are being created with not as many professionals to fill those positions, so we’re doing a lot of work around what the appropriate compensation structure for this type of work will be down the line.

—Eric Johnson

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