Integrated Tax and Wealth Planning ServicesAddressing the needs of the ultra-high-net-worth |
|
As an ultra-high-net-worth individual, you are presented with many opportunities in an increasingly global economy. However, you and your family may continue to face challenges ranging from increasing regulation to expanded calls for tax increases as federal, state, and local governments attempt to raise additional revenue.
Deloitte can help.
Whatever your overall objectives, you and your family may benefit from an integrated set of services aimed at addressing today's uncertainties. Deloitte's Private Company Services (PCS) practice can provide assistance to you and your family in understanding and planning for the potential tax impact that new legislation, regulations, and changing market conditions may have.
Our practitioners have extensive experience in many areas, from estate, gift, trust, and charitable planning, to U.S. and international income tax compliance and consulting, and other specialty areas such as family office services and private aircraft ownership.
If your family or investment portfolios are globally dispersed, or you have other global interests, we also can draw on the resources of the member firms of Deloitte Touche Tohmatsu Limited to consult on specific tax and other matters pertaining to those jurisdictions.
Beyond planning considerations focused on you as an owner, our PCS practice is also particularly attuned to the unique needs of the businesses you own. We are distinct in our ability to customize our client service teams to appropriately address your diverse individual and business concerns.
As used in this document, “Deloitte” means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
Integrated tax and wealth planning services
(1731.32 KB)
