Services

Private Wealth & Family Offices

Achieving ambition. Managing risk. Leaving a rich legacy.

Balancing the everyday needs and objectives of the family with their collective ambition and vision for the future.

When significant wealth is created, it can open up new opportunities as well as new challenges for individuals and their families as they acclimatise to the increased complexities that come with this new world. One of the perennial challenges faced by almost every family and their family office is balancing the desire to preserve wealth through the generations with the income needs and ambitions of the current generation.

These competing, sometimes conflicting, imperatives drive decisions and investment strategies and can extend beyond financial parameters. Achieving the right balance demands a clear, long-term vision, a detailed understanding of the needs and goals of the family and the expertise, experience and reach to develop and implement these strategies.

Helping to solve your most complex private wealth and family office issues
Deloitte’s multi-disciplinary family office team has extensive experience in working with families to achieve their objectives, implement their wealth strategies across the globe, and establish long-term structures fit for the future. Our suite of offerings has been designed specifically for wealthy families and their family offices. Our aim is to address some of the fundamental questions and achieve clarity around priorities, wants and needs in order to help define and execute an effective strategy that preserves the family’s wealth and legacy into the future.

Click on the diagram below to find out how we can support you.

Global Family Business Survey 2019

Deloitte’s fifth annual global family business survey reports on the views of almost 800 family business leaders, and explores how family-owned businesses can achieve the right balance between the short and the long term—in the context of the unique family, marketplace and sociocultural dynamics that characterise the family enterprise.

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Global Family Business Survey 2019

2019 Family Office Trends

Based on the insights of more than 75 executives of single family offices and subject matter experts at Deloitte’s 2018 Family Office Symposium, our 2019 Family Office Trends report highlights the key issues and concerns of family office executives, and explores some of the evolving themes that are shaping the future of family offices in the UK and beyond.

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Cyber threats to family offices

From sensitive data and investments to connected devices, cyber threats can have a significant impact on the family offices’ finances and reputation, and on the safety of the family themselves. In this report, we identify ten key actions that family offices should consider implementing to prevent, detect and respond to cyber incidents.

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Cyber threats to family offices

The Family Office Handbook

Establishing and operating a family office, or expanding the services of an existing family office, requires careful analysis and planning to properly manage, protect, and grow a family’s wealth. Deloitte’s Family Office Handbook aims to address some of the key questions that may arise along the way, and in turn help the legacy a family has built sustain its interests into the future.

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Key contacts

Karine Szegedi

Karine Szegedi

Managing Partner

Karine leads Deloitte Private in Switzerland and is a member of the Swiss Executive team. She is an Audit Partner and Swiss Licenced Audit Expert with over 20 years of experience in the areas of consu... More

Richard Geldart

Richard Geldart

Director

Richard is working within the International Private Wealth and Entrepreneurs team of Deloitte in Switzerland. He has worked with international families, multi and single family offices, trustees and p... More

Marcel Meyer

Marcel Meyer

Partner

Marcel leads the Deloitte’s Investment Management practice for Audit & Assurance in Switzerland. He has more than 13 years of experience in auditing and advising domestic and international clients in ... More

Paul de Blasi

Paul de Blasi

Director

Paul is a Swiss attorney-at-law located in Switzerland and has over 13 years of professional experience in legal advisory. Paul is the Deloitte Private Legal Leader in Switzerland. He holds a master’s... More

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