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Owner and Family Wealth Planning

Individuals and families with substantial assets often face difficult decisions associated with protecting and extending their legacy. Deloitte is experienced in addressing the many facets of wealth planning for private company owners and their families. Our professionals assist private business owners in exploring the issues relevant to wealth preservation and the transmission of wealth to future generations. Deloitte’s estate tax planning specialists work closely with the private client’s other professional advisors to address the complex issues involved in estate, gift, inheritance, trust, and charitable planning and to develop and implement an estate plan tailored to their needs.

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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

  • Tax rate outlook for high-income individuals

Our services

  • Estate, gift, trust and charitable planning
  • Business succession planning

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  • Private companies Dbriefs webcasts
  • Individual tax and wealth planning

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