Private Company Services - Owner and Family Wealth Planning

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Owner and family wealth planning

Private company services

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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.

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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