Getting you there
We focus on your future, and that of your successors and next-generation family champions
As your trusted advisors, we focus on your future, and that of your successors and next-generation family champions – looking ahead to anticipate your needs and aspirations to continue building a prosperous legacy.
Legacies mean different things to different people and our professionals recognize the importance of preserving philanthropic as well as business and cultural legacies. As well as passing on tangible assets to your successors, you may also desire to pass on your vision, mission statement and ideals regarding the business as well as the private family wealth. We can help formalize these concepts and provide a workable solution which is acceptable to both you and your successors.
Throughout this journey, Deloitte Private will be by your side and will help you chart the path to get you, your family and business where you want to be.
Although we will guide you and motivate you along the way, we understand that sometimes a family has to take stock, and sometimes ‘now isn’t the right time,’ and that sometimes a business transaction will take precedence. We will always encourage you to proritize putting your house in order, however, we are very well aware of the fact that this process can invariably involve difficult decisions and conversations which can take time to work through.
Our focus is to get you there … and beyond, at your own pace.