Private Company Services - Owner and Family Wealth Planning


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.


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