Effective family wealth management encompasses a range of issues related not only to business aims, but also personal and family goals. Wealthy families often consider establishing a family office to manage their many investments, reporting, philanthropic, and financial planning responsibilities. 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 range business and professional goals and objectives. Deloitte professionals can assist with family office design and set-up, family education and communications, charitable planning and private foundations, and tax structuring for business investments. Our approach addresses both the family office as a business and the private client’s family wealth as an ongoing enterprise.
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