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Family office services

Family & Individual Wealth

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

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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.

Our thinking

The resilient family enterprise

Turning challenges into opportunities
Perspective
7 minute read

Setting up a family office

Take a deep dive into the benefits and considerations of creating a family office, from managing wealth to preserving and growing prosperity, and protecting your legacy.
Perspective
minute read

The gift of Remarkables Station

The Jardine family has owned a 900-hectare working farm at the foot of the iconic Remarkables mountain range near Queenstown for 100 years. Purchased by Dick Jardine’s grandfather in 1922, Remarkables Station hugs the shores of Lake Wakatipu and is home to an abundance of livestock including deer, cattle and sheep.
Stories

The future of the business

Preparing for a sale or exit of a family business
Perspective
5 minute read

Get in touch

Joanne McCrae

Partner - Deloitte Private
+64 9 303 0939

Phil Stevenson

Partner - Tax
+64 3 474 8665

Let's connect

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