Services

Private Wealth

Sustain, enhance, and protect your wealth

Deloitte Private Wealth focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, and closely held business owners. In an era of complex tax laws, stringent regulations, and a turbulent investment environment, we are highly valued as trusted private wealth advisers with knowledge and experience, broad resources, and global scope.

​Income Tax Planning and Compliance

Income taxes, with ever-changing rules and regulations, often represent the most complex area of business and personal financial planning for the ultra-wealthy. They affect virtually every aspect of your financial situation, so it is important that you conduct informed tax planning year-round, and in some circumstances, on a multiyear basis. We provide guidance about the possible impact of current and proposed tax legislative and regulatory conditions on your business and individual financial goals. We can help you explore potential tax-savings opportunities and prepare for changes in the tax and economic climate.

Experienced in addressing the complex issues of ultra-high-net-worth individuals, their families, family offices, and other enterprises unique to the ultra-wealthy, we can analyze and evaluate the potential tax consequences of various business and personal wealth decisions, always keeping in mind your tax, business, and personal objectives. We can also assist with tax examinations, drawing on specialists from our Tax Controversy Services group.

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Wealth Transfer Planning

The planning associated with the transfer of wealth is as essential as that associated with the wealth's creation and maintenance. Without proper planning, problems with property, wealth distribution, and taxes could impact your goals and ultimately deplete your wealth.

We are experienced in the many facets of wealth planning. We can help you explore considerations for an overall estate plan, as well as your decisions regarding the basics. Our broad-based guidance can help you make informed decisions on charitable planning, private trust companies, and other appropriate wealth transfer vehicles for your situation now and in the future. We provide guidance to help you make long-term planning decisions in terms of wealth transfer vehicles such gifting and charitable donations as part of your overall wealth planning picture and long-term legacy. Our Washington National Tax Group is central to our team’s current knowledge and deep experience in managing decision in the midst of the ever-changing rules and regulations in this area of tax and wealth planning.

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Family Offices

For many reasons, ultra-high-net-worth individuals and families often consider establishing a family office to manage their investment, tax, and wealth planning considerations in a cohesive way. These families also tend to have a global outlook on their business and investment interests. So it is important that external advisers are capable of delivering integrated, multijurisdictional, cross-discipline services. Perhaps nowhere is this more crucial than in establishing and managing a family office.

Whether supporting a family in establishing a new family office, or assisting with the operating model of an established family office, we help families with this process by analyzing specific families’ circumstances. We tailor services and recommendations to develop appropriate governance plans and tax-efficient operating structures, as well as assisting them with the design and implementation of supporting information technology (IT) strategies. We also provide regular analysis of the entity structure in light of ongoing changes to regulatory tax laws. We can recommend updates for governance structures and internal procedures, refine IT capabilities and processes to address tax compliance reporting and other obligations.

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Art and Finance

The Deloitte Tax Art and Finance Group is passionate about helping our clients structure and maintain their art collections in a tax efficient manner. Individuals, family offices and asset managers are increasingly interested in art and collectibles as a diversification tool in investment portfolios. Yet many individuals and families also appreciate art for the non-monetary emotional and societal value it represents. Deloitte’s network of member firms has a global reach that allows us to provide services to clients in the U.S. market and abroad to address the complex tax-related issues of owning and investing in art in the global market.

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