Family Office Services, Deloitte Private

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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.

Global Family Business Survey 2019

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Family Services

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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

Adrian Batty

Adrian Batty

Partner, Deloitte Private, Tax & Advisory

Adrian is the National Leader for Family Enterprise business for Deloitte Private in Australia. Adrian is a market executive of the National, APAC and Global Deloitte Private businesses and is also a ... More