Deloitte Private - Cultivating enduring value

Services

Deloitte Private - Cultivating enduring value

The challenges private companies face affect not only the success of the business, but also the professional and personal goals of their owners.

Deloitte Private is exclusively dedicated to serving these private companies, including local entrepreneurs, small and mediumsized enterprises (SME), startups, family businesses and individuals.

  • Have you considered whether you could save money and get better quality service by outsourcing accounting or payroll functions?
  • Are you planning your taxes correctly?
  • Is there a cost-effective technology that would make your operations more efficient?
  • Are you properly secured against cybersecurity risks?
  • Is there a completely new market that you could open up if you slightly modified your production lines?
  • Have you considered acquiring another company abroad or pondered about how to transfer your company to your children?

Our Deloitte Private teams understand the unique needs and challenges you face and can provide you with all-round tailored service.

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SMEs and fast-growing disruptor businesses

As growing entities progress into more sophisticated phases of their corporate life cycles, they strive to be smart, nimble, creative, and forward thinking.

Our professionals focus on delivering a distinctive client experience through service offerings tailored to address the unique needs of your growing company. We anticipate problems before they arise and deliver solutions that meet your needs.

  • Accounting and Reporting
    Guaranteeing our clients a high-quality multidisciplinary approach, our accountants take on the role of an external CFO for SMEs.
  • Tax Advice
    Our tax experts give Luxembourg SMEs hands-on and accurate advice on direct and indirect taxation, the structuring and setup of companies, and corporate secretarial matters.
  • Financial and operational advice
    Family businesses and SMEs ask us to bring their organization to the next level. We blend their unique ambitions with our business advisory skills.
  • International Growth
    Unbridled competition and globalization are encouraging company managers to venture beyond national borders. However, the rules in force in Luxembourg and abroad are not identical. Through our global network, we will provide you with personalized advice.

Our professionals focus on delivering a distinctive client experience through service offerings tailored to address the unique needs of your growing company.

 

Family Businesses

Family enterprises deal with the complex interplay of business and investment decisions, ownership issues, and family relationships.

Our focus of family enterprise consulting is not just the enterprise. We take a family enterprise “systems” view, which involves taking into account the three dimensions of “family,” “ownership,” and “enterprise,” and how they interrelate. As well as taking the time to understand a family’s enterprise, we also learn their particular culture, dynamic and objectives. Family drivers and influences are often as important as commercial and financial considerations. Like their businesses and investments, the families behind enterprises come in all shapes and sizes. Our clients range from first-to-second generation family businesses grappling with the transition from being “entrepreneur-led” to “sibling managed,” to companies controlled by multi-generational networks of cousins.

  • Governance
    Business growth, increase of family wealth and issues around succession and transition give rise to a need for a more structured governance framework. Identifying and setting up the most effective governance structure to communicate effectively, plan for the future, and maintain decisiveness and cohesiveness is often challenging for families and their businesses. A joint collaboration between consulting and tax experts at Deloitte can help you to reach the optimum result.
  • Next generation and succession
    Organizing succession is not an event but a process which needs to be anticipated and prepared for. At Deloitte, professionals from Consulting and Tax & Legal can help you to organize your transition by creating and executing a succession plan dedicated to your specific requirements.
  • Risk and compliance
    Deloitte can help to implement compliance processes and make them part of governance and risk management. Simultaneously, our Audit professionals can support you in analyzing and optimizing your business processes to get your overall risk profile under control.
  • Innovation
    Disrupting conventional thinking, spurring creativity, bringing about new perspectives which lead to tangible solutions is imperative for all kind of businesses today. We take you out of your everyday environment to achieve this and also help you to gain the most out of data analytics, by using digital technologies to prevent them from cyber-related risks all - from strategy to enablement to operations.
Family Businesses

High-Net-Worth Individuals

High-Net-Worth individuals often have a broad range of concerns, which can be complicated by family demands, international issues, and other matters unique to each individual. Serving these clients often goes beyond a technical tax advisory relationship.

Our practice focuses on the situation of each client, with a deep understanding of the business issues. The final objective is to help them address their tax positions and declarative obligations.

Our services are designed to help you plan for long-term success in today’s economic and regulatory environment.

  • Tax planning for wealthy individuals and families
    Deloitte is well versed in addressing the many facets of wealth planning and can assist you in exploring issues to consider for an overall wealth plan.
  • International tax and estate planning
    We work with you to address international residency and tax matters and assess investment opportunities from a taxaware vantage point.
  • Art and finance tax planning
    We have been actively involved in the development of an art and finance cluster in Luxembourg and have expertise in dealing with complex tax issues related to owning and dealing art as well as investing in the global art market.

Contacts

Pierre-Jean Estagerie

Pierre-Jean Estagerie

Partner | Deloitte Private Leader

Pierre-Jean is partner in our tax department and has 15 years of experience in advising employers/executives on personal tax matters as well as private clients in a national and international context.... More

Jean-Philippe Foury

Jean-Philippe Foury

Partner | SME Leader

Jean-Philippe is a partner within our tax department and has an extensive experience in accounting expertise and the auditing of commercial and financial industries. He leads the accounting services s... More

Georges Kioes

Georges Kioes

Partner - Non-FSI & Family Business Leader

Georges is a partner in the audit department and brings broad experience in coordinating large audits of financial services and non-financial services clients. He is the family business as well as the... More