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Family Office Services


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.

Featured content

  • The 2014 Essential Tax and Wealth Planning Guide
    A year-round resource to focus on managing uncertainty
  • Private Wealth Outlook: Redefining the roles and responsibilities of the evolving family office
    Learn how new burdens are prompting private wealth managers to adopt a more institutional structure that includes a renewed focus on procedures and controls.
  • Wealth planning
    Learn about important wealth planning considerations for high-net-worth individuals and families.

As used in this document, “Deloitte” means Deloitte LLP [and its subsidiaries]. 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.

 

Dig deeper

  • Understanding enterprise value in a transition
  • Tax rate outlook for high-income individuals
  • Post-mortem considerations

Our services

  • Estate, gift, trust and charitable planning
  • Income tax compliance and consulting
  • Business succession planning

More Learn more

  • Private companies dbriefs webcasts
  • Individual tax and wealth planning

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