Family office services

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Family office services

Private company services

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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 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 term 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 on-going enterprise.

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Pierre-Jean Estagerie

Pierre-Jean Estagerie

Partner | Global Employer Services

Pierre-Jean is Partner in our Global Employer Services department and has 10 years of experience in advising employers in a national and international context. He mainly specializes in executive rewar... More