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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.

More Featured content

  • Business succession planning: Family dynamics and governance
    This fifth volume in our Business Succession Planning series focuses on family business governance structures that can help separate the "business of the family" from the "business of the business." Read report.
  • The 2014 Essential Tax and Wealth Planning Guide
    A year-round resource to focus on managing uncertainty
  • Wealth planning
    Learn about important wealth planning considerations for high-net-worth individuals and families.
  • 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.

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

  • Focus on ultra-high-net-worth
  • Tax rate outlook for high-income individuals

Our services

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

More Learn more

  • Private companies Dbriefs webcasts
  • Individual tax and wealth planning

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