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High-Net-Worth Individuals and Family Enterprises Compliance

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

Deloitte's High Net Worth & Family Enterprise practitioners can assist in a wide  range of areas including tax compliance and advisory.

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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.

Our services include:

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.

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.

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.

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.

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Get in touch

Karen Brodsky

Investment Management | Private Wealth
+1 212 436 3025