Family Enterprise

The thriving family enterprise

Leading with purpose

Deloitte Private brings its 175 years of experience across more than 140 countries to offer family enterprises a multidimensional perspective—a 360-degree view—on their possible future challenges and opportunities.

The what

What is needed to
help build a future-
proof family?

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The why

Why is Deloitte the
right choice?

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The how

How can Deloitte
help you?

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Are you leading with purpose?

With a 360-degree view, our family-enterprise approach addresses your most pressing issues.

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Family enterprise frame work
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multigenerational icon
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Governance

Q: How do we achieve family harmony and positive business performance?
A: Family- and business-governance structure and practices, family council


Q: Do we have a clearly articulated and understood purpose for our family enterprise?
A: Vision, and family constitution and agreement


Q: How do we structure our business to meet family and business objectives?
A: Business-ownership structure, management incentives, exit planning


Q: How do we establish transparency and accountability to manage family dynamics through good and bad times?
A: Decision-making responsibilities and authorities, communication and dispute resolution

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Multigenerational

Q: How do we ensure the successful transition of business and ownership for both family members and non-family across the generations?
A: Continuity planning, succession planning, conflict management


Q: How do we support and guide our rising generation so that they succeed in their chosen endeavours?
A: Next-generation development and education


Q: How do we engage and empower the next generation of family and non-family employees?
A: Future management structure

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Risk

Q: How can we build and protect the reputation of our business and family?
A: Reputation management


Q: How do we prepare for and navigate unforeseen challenges?
A: Crisis management, physical security


Q: How do we use technology safely?
A: Cyber risk


Q: How can we comply with the requirements of every country in which we reside, invest, or own property?
A: Regulatory compliance

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Competitiveness

Q: How do we reimagine our business to harness the power of technology?
A: Digital transformation


Q: How do we keep our organization lean, do more with less, and improve productivity?
A: Business transformation, operational excellence, cost reduction, organic growth


Q: How do we get relevant, timely information to make informed decisions?
A: Data analytics


Q: How do we attract and retain the best talent inside and outside the family?
A: Human capital and organizational design, culture, workforce of the future, incentives and rewards

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Growth

Q: How do we anticipate and plan for growth-disruption and competition?
A: Innovation and ecosystem


Q: How do we ensure our family and business are positioned for success and will achieve our purpose?
A: Family and business strategic planning


Q: How do we make the right inorganic growth choices?
A: M&A life cycle, acquisitions and divestitures, transactions, and exit planning


Q: How do we see, find, and access global opportunities?
A: Expansion, offshore investments


Q: How do we continue to meet our customers’ needs?
A: Customer experience, market sensing

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Capital

Q: What capital needs will our family and business face in the short and long term?
A: Access to capital


Q: How do we manage cash and debt to withstand market downturns and capitalize on market opportunities?
A: Cash management, liquidity planning


Q: How do we set up and manage statutory obligations efficiently?
A: Tax structuring, accounting operations, forensics

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Wealth

Q: How do we create wealth outside the business?
A: Family-office design and management, wealth management and education


Q: How do we serve our community and contribute to causes that are important to our family?
A: Philanthropy, social impact


Q: How do we align family members’ investment strategies with our overarching family values and build a resilient portfolio?
A: Investment strategy, asset diversification


Q: How do we optimize tax position across jurisdictions?
A: Tax effectiveness


Q: How do we protect and structure our wealth to meet our objectives and mitigate uncertainty?
A: Estate planning, legal agreements

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The what

Family enterprises represent the interconnected interests of family, ownership, and business. The ones that thrive lead with a purposeful approach, raising the bar to achieve financial success and meet personal, social, and legacy goals. How prepared are you to tackle the challenges ahead?

More than ever, trust within your family, business, and society is an integral part of family enterprises and the values they exhibit. Your legacy is tied to your family enterprise’s vision for tomorrow, and your success depends on navigating the unique dynamics of your family and business.

From governance to multigenerational planning, navigating risk to unlocking your competitive advantage, it’s time to accelerate your growth, capital, and wealth potential.

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The why

Deloitte Private guides family enterprises to thrive across generations by navigating the connected facets of family, ownership and business. We understand that purpose is at the centre of all that you do fuelled by trust, a strong vision, your legacy, and core values. We know you’re focused on growing and protecting your family enterprise well into the future.

We’re here for you every step of the way from the growth and evolution of the business through to sale or succession, and from the development of family and business governance structures to the creation and management of a family office.

Our global network of practitioners brings you the breadth of Deloitte’s experience to help you navigate the ever-expanding complexities of and opportunities for your family enterprise. Together we can define what you want to achieve, and then develop tailor-made solutions to help meet your family and business objectives in order to realize lasting success.

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The how

With 175 years of experience serving family enterprises in more than 140 countries, Deloitte Private brings multidimensional perspectives a 360-degree view on all the myriad challenges and opportunities that may arise with your own legacy endeavour.

Our multidisciplinary and purpose-led approach ensures that we bring the right solutions to you at the right time, through the holistic lens of your specific family-enterprise issues and dynamics.

Through our Global Family Centre of Excellence, we bring together our international network of trusted advisors, leading practices, sector knowledge, and digital tools to develop world-class bespoke solutions and data-driven insights.

Managed programs and events

Deloitte Private is an orchestrator for private enterprises through leading-edge programs and events.

Specialized areas of practice

Family Office Consulting

Family Office Consulting

Building your family’s future with confidence.
When someone acquires or accrues significant wealth, managing and preserving it can create both remarkable opportunities and unexpected challenges for them and their families. Adjusting to the complexities and considering the many important decisions that must be made can be difficult. But, establishing a family office to oversee the financial affairs of the family is a smart first step.

Find out more

Family Enterprise Consulting

Family Enterprise Consulting

Leading with purpose.
Flourishing as a family enterprise over generations is a challenge. There are inevitable transitions that occur and that require careful attention and ongoing planning. Families must invest in and develop the skills, agreements and practices needed to realize their desired objectives, as a family and as a business.

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Family Enterprise lab experiences

Bring your family and business goals together

Family business strategy
and governance lab

What are the key ingredients of a harmonious and successful family enterprise?



Thriving family enterprises lead with a purposeful approach, raising the bar to achieve financial success and meet business, social, and legacy goals.

Deloitte’s Family business strategy and governance lab is a family-focused workshop that helps advise and prepare you, your family, and your business to better achieve your individual and shared goals.

Legacy assessment
 

In a family enterprise, your legacy is everything. How will you achieve lasting success?



Thriving family enterprises lead with a purposeful approach, raising the bar to achieve financial success and meet business, social, and legacy goals.

Deloitte’s Legacy Assessment will help you create a road map that meets your objectives to transfer your wealth and business, identifying available opportunities—including tax savings— along the way.

Featured insights

Contacts

Mohamed Sheibani
Mohamed Sheibani

Partner, National Family Enterprise Leader

Mohamed Sheibani's email address Mohamed Sheibani's LinkedIn profile
Michelle Osry
Michelle Osry

Partner, Family Enterprise Consulting practice leader

Michelle Osry's email address Michelle Osry's LinkedIn profile

Our national team

Select your region to contact an advisor today

National
Andrew MacMartin
Partner | Audit & Assurance
Montréal
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Bessy Triantafyllos
Partner | Tax & Legal
Toronto
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Brian Brophy
Partner | Tax & Legal
Toronto
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Brigitte Vachon
Partner | Audit & Assurance
Montreal
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Chris Watt Bickley
Partner | Tax & Legal
Ottawa
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Dallas McMurtrie
Partner | Tax & Legal
Vancouver
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David Mueller
Partner | Tax & Legal
Vancouver
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Jacqueline Miller
Partner | Audit & Assurance
Toronto
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Jay Wismer
Partner | Tax & Legal
Burlington
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Jo-Anne Anderson
Partner | Tax & Legal
Edmonton
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Katie McIntosh
Partner | Tax & Legal
Vaughan
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Katie Rogers
Partner | Tax & Legal
Saint John
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Kevin Lambert
Partner | Tax & Legal
Kitchener-Waterloo
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Lorrie King
Partner | Audit & Assurance
Vaughan
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Matt McMillan
Partner | Tax & Legal
Edmonton
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Martin Leblanc
Partner | Tax & Legal
Montreal
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Michael Belz
Partner | Tax & Legal
Vaughan
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Mike Bird
Partner | Tax & Legal
Calgary
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Rob Jeffery
Partner | Tax & Legal
Halifax
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Shana Najafi
Partner | Tax & Legal
Vancouver
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Susan Moore
Partner | Tax & Legal
Ottawa
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Atlantic Canada
Katie Rogers
Partner | Tax & Legal
Saint John
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Rob Jeffery
Partner | Tax & Legal
Halifax
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British Columbia
Dallas McMurtrie
Partner | Tax & Legal
Vancouver
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David Mueller
Partner | Tax & Legal
Vancouver
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Michelle Osry
Partner | Family Enterprise Consulting practice leader
Vancouver
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Shana Najafi
Partner | Tax & Legal
Vancouver
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Ontario
Bessy Triantafyllos
Partner | Tax & Legal
Toronto
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Brian Brophy
Partner | Tax & Legal
Toronto
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Chris Watt Bickley
Partner | Tax & Legal
Ottawa
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Jacqueline Miller
Partner | Audit & Assurance
Toronto
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Jay Wismer
Partner | Tax & Legal
Burlington
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Katie McIntosh
Partner | Tax & Legal
Vaughan
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Kevin Lambert
Partner | Tax & Legal
Kitchener-Waterloo
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Lorrie King
Partner | Audit & Assurance
Vaughan
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Michael Belz
Partner | Tax & Legal
Vaughan
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Mohamed Sheibani
Partner | National Family Enterprise Leader
Ottawa
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Susan Moore
Partner | Tax & Legal
Ottawa
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Prairie Region
Jo-Anne Anderson
Partner | Tax & Legal
Edmonton
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Matt McMillan
Partner | Tax & Legal
Edmonton
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Mike Bird
Partner | Tax & Legal
Calgary
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Quebec
Andrew MacMartin
Associé | Audit & Assurance
Montréal
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Brigitte Vachon
Partner | Audit & Assurance
Montreal
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Martin Leblanc
Partner | Tax & Legal
Montreal
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