High Net Worth and Family Office

We put a lot of emphasis on developing and building long-standing relationships with our clients to ensure we deliver the best possible client service experience. 

We work with many High Net Worth families in a range of areas including tax compliance and advisory, international structuring, accounting and family office services. We recognise that High Net Worth families often require a wide range of services and our holistic approach also allows us to collaborate with other Deloitte experts within the New Zealand firm to provide a range of different services to the family.

We have experience working with families who have assets or business interests in New Zealand as well as families with a New Zealand tax foot-print which have assets or business interests offshore. Where required, we will utilise the global Deloitte network to obtain the necessary expertise to deliver the best service possible to our clients.

We also provide a range of Family Enterprise Consulting services. For further information, please refer to the link here.

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 ... 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