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Family office advisory services

Your vision. Our experience.

Deloitte delivers critical insights when they matter most. With integrated capabilities and deep bench of professionals, we streamline operations so you can confidently navigate market shifts, regulatory changes, and pivotal milestones while building a lasting legacy.

Your trusted advisors for the journey ahead

What sets us apart

Our strength isn’t just in providing services that are tailored to meet a family’s unique goals, it is helping a family to thrive in an ever-evolving landscape. By building professional relationships that span generations, we strive to become a trusted advisor, providing timely, innovative insights designed to help you stay ahead of regulatory shifts and market trends. When life events occur, like the passing of a senior principal or a significant liquidity event, families and their family offices turn to Deloitte for our commitment to careful succession planning to help to preserve their legacy, vision, and values.

Why family offices choose us

Broad client experience

We serve hundreds of family office clients across the United States. Our extensive experience and access to a global network empower us to help families navigate a broad spectrum of their challenges and opportunities.

Breadth of offerings

We have national specialists in family office operations, technology, accounting, tax, new office creation, legal entity structuring, philanthropy, and more.

Thought leadership

Deloitte professionals regularly publish articles on leading practices and trends, speak at industry conferences, and serve as subject matter specialists to other family office service providers.

Commitment to training

We have one of the largest groups of professionals serving family offices and have designed numerous training programs to further specific knowledge.

Networking opportunities

We provide family office executives with networking and leadership development opportunities through our National Family Office Forum and regional forums across the country.

Broad client experience

We serve over 600 family office clients across the United States, and many more worldwide. Our extensive experience and global connections empower us to help families navigate a broad spectrum of challenges and opportunities—wherever you are and whatever your needs may be.
Breadth of offerings

We have national specialists in family office operations, technology, accounting, tax, new office creation, legal entity structuring, philanthropy, and more.
Thought leadership

Deloitte practitioners regularly publish articles on leading practices and trends, speak at industry conferences, and serve as subject matter specialists to other family office service providers.
Commitment to training

We have one of the largest groups of professionals serving family offices and have designed numerous training programs to further specific knowledge.
Networking opportunities

We provide our family office executives with networking and leadership development opportunities through our National Family Office Forum and regional forums across the country.

Our family office services

Explore the ways we can help you shape, protect, and grow your legacy. Each area below offers practical insights and downloadable resources.

Structure and design

Compliance and reporting

Operations and risk mitigation

Life events