Deloitte Private


Tax services for Deloitte Private

Private companies face a range of challenges that affect not only the success of the business enterprise, but also the professional and personal goals of their owners. Whatever the end goal — an IPO, expansion into new markets, succession to a family member, or sale — integrated tax advice is critical. Deloitte helps private companies, their owners, and individuals with substantial assets apart from businesses they operate to understand, plan and execute effective business and tax strategies — adjusting course when needed to respond appropriately to potential tax consequences of new legislation and evolving market conditions.

Income tax advisory and compliance services

Ongoing legislative and regulatory changes, along with an increased tax authority focus on high net worth individuals, create a demanding environment for private companies and owners seeking to understand their tax liabilities and risks. Deloitte is experienced in addressing the complex relationships among the private business enterprise, its owners, family offices, and employees of the business enterprise or family office. Deloitte helps private companies and their owners evaluate the potential tax consequences of various business and personal wealth decisions, keeping tax, business and personal objectives in mind. Deloitte can also advise on changes in the tax and economic climate, and help resolve disputes with tax authorities.

Tax transparency and information exchange for Private Clients: Is everything in good order for individuals and family businesses? Read more

Owner and family wealth planning

Individuals and families with substantial assets often face difficult decisions associated with protecting and extending their legacy. Deloitte is experienced in addressing the many facets of wealth planning for private company owners and their families. Our professionals assist private business owners in exploring the issues relevant to wealth preservation and the transmission of wealth to future generations. Deloitte’s estate tax specialists work closely with a private client’s other professional advisors to address the complex issues involved in estate, gift, inheritance, trust, and charitable activities and to develop and implement an estate plan tailored to their needs.

Family Business

Family Businesses around the world represent two thirds (66%) of all enterprises and are accountable for over 70% of global GDP. As the global leader in professional services, Deloitte has been proudly serving tens of thousands of family-owned companies and family offices, large and small, in all geographies, for many years. Our partners and practitioners have therefore developed a unique skillset, addressing the specific needs of families and their businesses, from governance and talent, to succession planning and next generation readiness.

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International tax and estate consulting

Increased mobility among high net-worth individuals and families has coincided with the broad expansion of a globally integrated economy — featuring greater cross-border trade and investment — to create an increasingly complex range of global tax issues. Deloitte professionals work closely with clients to resolve questions of tax residency and domicile and to assess the tax aspects of international investment opportunities. We provide multi-jurisdictional tax and estate advice, taking into consideration family mobility, wealth planning and preservation goals, the nuances of investing in specific countries and asset types, and the tax consequences to the family’s private business enterprises.

Family office services

Effective family wealth management encompasses a range of issues related to not only business aims, but also personal and family goals. Wealthy families often consider establishing a family office to manage their many investments, reporting, philanthropic, and financial planning responsibilities. Properly structuring and staffing a family office requires an analysis of tax and governance considerations, as well as a deep understanding of the family’s short and long range business and professional goals and objectives. Deloitte professionals can assist with family office design and set-up, family education and communications, charitable planning and private foundations, and structuring business investments. Our approach addresses both the family office as a business and the private client’s family wealth as an ongoing enterprise.

Family enterprise consulting

Family enterprises face specific challenges, such as dealing with the complex interplay of business and investment decisions, ownership issues and family relationships. Deloitte provides advice to families to help them navigate these challenges and organize themselves in a positive and constructive way. And in so doing, Deloitte can help foster harmonious working relationships and family and enterprise sustainability, especially when transitioning from one generation to the next. We offer a mixture of facilitation and advice centered around succession planning and family governance. A typical facilitation process could involve helping a family articulate their vision and values followed by designing a bespoke family governance structure via family charter or family constitution. Deloitte’s goal is to help create clarity and alignment so that the family is a positive influence on their business or investment enterprise and vice versa.

Tax transparency and information exchange for Private Clients: Is everything in good order for individuals and family businesses?

Our expert

Ferdinando Mercuri

Ferdinando Mercuri


Ferdinando has over 22 years of professional experience in providing tax advice to Swiss and international individuals and businesses. Ferdinando advises individuals on wealth and estate planning, and... More

Dirk Hangarter

Dirk Hangarter


Dirk is a Global Employer Services (‘GES’) partner and leads our GES practice in Zurich providing Individual Tax, Social Security and Immigration Services to corporate and individual clients. He has b... More