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Our integrated Family Office services - Tailored to your needs | Brochure


Managing wealth ultimately means to manage values and relationships in a confidential and trustful way

Our integrated Family Office services - Tailored to your needsWealthy families often consider establishing their own family office or appointing a dedicated one to manage the many significant responsibilities that accompany wealth accumulation.

Properly structuring and staffing a family office requires an analysis of tax and governance considerations, as well as a deep understanding of the family’s short and long-term business and professional goals and objectives.

Effective family wealth management integrates individual, personal and family goals and encompasses a range of services required. With regard to the complexity and individuality of the family business, Deloitte offers customised solutions including family office design and set-up, income tax and wealth (transfer) planning, family education and communication.

Ultimately, the goal for many ultra-high net worth families is to strengthen and sustain the family legacy for future generations. We understand the process of family governance and have the knowledge and experience to set up and help family offices.

As a leading global provider of audit, tax and consulting services backed by a worldwide network, Deloitte Luxembourg has extensive resources at hand, enabling it to provide tailor-made solutions for family offices and wealthy families.

Deloitte tailored services for your business

Deloitte provides a dedicated central point of contact for family office related services. We offer a full range of services coordinated by one team, for a seamless approach that best suits your family’s needs.

To stay ahead of changes and various industry trends, our professionals are committed to creating opportunities that help you become better connected within family office networks and understand the ever-changing regulatory requirements and legislative environment. Thanks to our multidisciplinary approach, you benefit from a huge pool of competencies.

Deloitte people are familiar with their clients’ business sector and the key issues they face; they are masters of the technical aspects of their professions. This means they can and will meet expectations and deliver a premium quality service. Our mission is thus to help our clients and our people excel.

For this reason, Deloitte Luxembourg proposes a cluster of expert services for family offices. As a leading global provider of audit, tax and consulting services backed by a worldwide network of relevant experts, Deloitte has extensive resources at hand enabling it to provide tailor-made solutions for all stakeholders around your family office.

Our clients include individuals, foundations, banks, asset management companies and corporations. We also have relationships with leading financial institutions. Our aim is to be at the crossroads of a multiplicity of clients and of a wide range of expert services.

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