Family Office Services, Deloitte Private

Solutions

Family office services

Family & Individual Wealth

Helping families and individuals navigate complex challenges and decisions within a family enterprise.

Families and Individuals

Deloitte Private has a strong heritage of working with some of Australia’s wealthiest families, backed by the strength of a globally competitive firm.

What we offer is an unparalleled combination of focus, breadth of advice, skill and attention dedicated to the prosperity of your family.

We have successfully guided our clients through a myriad of events such as succession planning, generational change, wealth management, tax structures and exit strategies.

Our overriding objective is to align your family values with your family’s wealth, and to build a sustainable plan for the future.

Deloitte is a long time sponsor and supporter of the NSW/ACT chapter of Family Business Australia, the peak body for family businesses in Australia. We work closely with the organisation and its members to help family businesses reach their potential. 

For more information visit our Private companies section.

Family Services

Published: November 2017

Contact us

Elise Elliott

Elise Elliott

Partner, Deloitte Private

Elise is a partner of Deloitte Private and has over 15 years’ experience assisting private businesses and family groups with issues related to business growth, management and ownership transfer, exit ... More

Jacqui Clarke

Jacqui Clarke

Market Leader, Deloitte Private Sydney

Deloitte Private Sydney Lead Partner, Trusted Advisor and Founder of the Fifty50 initiative. With over 22 years’ experience, 11 years as a Partner of Deloitte, Jacqui specialises in servicing privatel... More

Michelle Hartman

Michelle Hartman

Partner, Deloitte Private

Michelle is a Tax Partner with many years of experience providing commercial taxation advice to SMEs and small cap listed clients. She works closely with family owned enterprises, particularly with su... More