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High-Net-Worth Individuals and Family Enterprises Compliance

Trust, legacy, and core values drive our services for private clients


A holistic approach for a complex market

Deloitte Private* professionals support the tax needs of privately owned companies, family enterprises, family offices, and high-net-worth individuals. Our tailored services and holistic approach, combining local knowledge and an international network, help meet obligations, preserve wealth, and promote long-term growth for individuals and their associated enterprises as they navigate the complexities of today’s global tax landscape.

Whether your family business goal is to expand into new markets, plan for succession, sell your business, or pursue an IPO, integrated tax advice is critical. The same holds true for integrated tax, wealth, and estate planning for high-net-worth individuals and their family offices, particularly when family members or businesses reside in more than one jurisdiction, subject to multiple, potentially competing, estate, inheritance, and tax laws. Our advice spans income tax compliance and advisory services, helping address the interrelationships of a privately held business and its owners, family offices, and employees.

*Deloitte Private is the brand under which firms in the Deloitte network provide services to privately owned entities and high-net worth individuals.

Private companies


Experience, global reach, and tailored services

Private companies have distinctive structures and cultures, along with an ability to be nimble, resilient, and supportive of their communities. Deloitte Private tax professionals offer compliance and advisory services tailored to help private companies address today’s challenges and tomorrow’s opportunities.

Family enterprise


A purpose-driven approach to family-led enterprises

Deloitte Private understands that core values, trust, and legacy factor into your family business decisions. Deloitte Private professionals can help family enterprises drive growth, capital, and wealth potential while protecting your legacy. With 175 years of experience serving family enterprises in more than 150 countries, we have deep experience and trusted relationships that span businesses, borders, and industries.

Deloitte Private’s Family Enterprise Center of Excellence taps into a global network of trusted advisers, leading practices, sector expertise, and digital tools to develop world-class solutions and data-driven insights.

Explore the compass for details on how we take a structured approach to address your most pressing family enterprise challenges.

Family office


Building a legacy with confidence

Establishing and operating a family office—or expanding the services of an existing family office—requires careful tax analysis to help manage, protect, and grow a family’s wealth.

Deloitte Private can help a family office from formation and throughout the lifecycle of its operations, to sustain the family legacy. For over a century, clients have looked to us for our knowledge, discretion, and commitment. Leveraging the global Deloitte Private network, we offer an essential range of services—from tax compliance and advisory services to next-generation family governance—to help you meet your responsibilities to your family.

Explore the compass for details on how we take a structured approach to address your most pressing family enterprise challenges.

HIGH-NET-WORTH individuals and families


We recognize success is rarely achieved without support

High-net-worth individuals and families often face the challenges of balancing personal and professional ambitions while protecting and increasing their wealth. Deloitte Private is focused on delivering integrated, yet tailored, tax services that help high-net-worth individuals and families meet their goals.

We work closely with clients of similar stature, complexity, and issues to evaluate and resolve complex tax consequences related to estate, gift, inheritance, and trust planning as well as charitable activities. Our purpose is to leverage our deep experience to support you and your family for generations to come.



Explore the Global Center of Excellence Compass

Government Grants, Credits & Incentives

Our government grants, credits and incentives practitioners provide support globally to help your organization pursue incentives and execute effective management strategies.

Government Grants, Credits & Incentives

If you are a member of a government or public sector organization, we can help you modernize and streamline operations including supporting tax technology and operational transformation. 

M&A Tax Due Diligence & Structuring

When your company restructures, enters new markets, or buys/sells entities, our dedicated tax and legal practitioners can help you navigate complex business transactions.

Finance & Treasury Tax Advisory

We work with you to assess, support, and build the tax capabilities within the treasury function your organization needs today, while advising on future enhancements as your business grows.

Supply & Value Chain Tax Advisory

We help you navigate ever-changing laws and regulations affecting how you manage and report your taxes by integrating tax consideration into the management of your supply and value chain.  

Accounting Method Services

Our advisory services are designed to analyze tax accounting methods, with a focus on forecasting or calculating tax liability, tax rate assessment, and tax risk mitigation.

Legal Entity Structuring

Our legal entity structuring teams analyze local, bilateral, and multilateral treaties, laws, and regulations to clarify the impact of global operating structures on your tax obligations. 

Post-Merger Integration

We help you identify post-merger integration tax synergies. This includes reviewing transaction documentation, releasing post-merger values, and managing local requirements and tax risks.

Intellectual Property Management

We advise you on creating, owning, and monetizing intangible assets in line with your business models while evaluating the impact of these assets on your company.

Tax Controversy

We support you at every phase of a tax dispute resolution cycle. Spanning the major tax fields, our teams include former tax authority officials, alternative dispute resolution professionals, and more.

Indirect Tax Recovery & Advisory

Whether you need help with the end-to-end process, or bespoke one-off advice, our practitioners can help you process and manage your VAT/GST refunds. 

Other US Multistate

If you operate in the United States, you are required to manage tax legislation for each jurisdiction you do business in. We help you align your multistate tax position with business objectives. 

Operate with dynamic control

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