Family + Business Diagnostic Lab


Family office services

Family & Individual Wealth

Helping families and individuals navigate complex challenges and decisions within a family enterprise.

Families and Individuals

Deloitte Private has a strong heritage of working with some of New Zealand’s wealthiest families, backed by the strength of a globally competitive firm.

What we offer is an unparalleled combination of focus, breadth of advice, skill and attention dedicated to the prosperity of your family.

We have successfully guided our clients through a myriad of events such as succession planning, generational change, wealth management, tax structures and exit strategies.

Our overriding objective is to align your family values with your family’s wealth, and to build a sustainable plan for the future.

For more information visit our Private companies section.

Family Services

Get in touch

Joanne McCrae

Joanne McCrae

Partner - Deloitte Private

What I most enjoy is working with my clients to ensure I understand both their personal and business drivers and challenges and then guide them in managing their affairs accordingly. I take pride in p... More

Phil Stevenson

Phil Stevenson

Partner - Tax

I really enjoy working alongside my clients to understand what is important to them – both from a business and personal perspective. This allows me to give practical advice that is tailored to their n... More