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.
Based on our experience in helping family enterprises around the world, Deloitte’s Family Enterprise Consulting offers a tried- and-true methodology that helps you align your family team so that each member understands and acknowledges their roles, responsibilities, the purpose of their wealth, and their vision for the future.
Each family approaches the work differently. We have tailored our approach to fit each family’s unique circumstances, skills, dynamics and needs, in a family enterprise context; whether managing governance, day-to-day operations, the family foundation or family office. We recognize the critical importance of balancing and integrating feelings with facts, relationships with business priorities, and ownership with management.
Our process consists of three phases. Phase 1 is a discovery phase to formalize and document our understanding of the current issues, opportunities, and aspirations. We then tailor phases 2 and 3, according to the family’s needs, challenges, and stated goals.
Our team philosophy
Our thinking
Opens in new window