Service Offerings
Click on the wheel to view more details about each service offering
Family Office
Effective family wealth management encompasses a range of issues related to not only business objectives, but also personal and family goals. Wealthy families often consider establishing a family office to manage their investments, reporting, and financial responsibilities.
Read more
Social Impact
Social impact is a relatively new concept. It has its origins in the U.S. where there is a long tradition of involving families in charitable giving, through creating their own personal foundations.
Read more
NextGen & Succesion
Only one in three family businesses survive the transfer from its founders to their children. Organizing succession is not an event. As an emotional subject, succession planning needs to be carefully tailored to every situation - whilst the principles are similar, personalities and circumstances vary greatly.
Read more
Tax planning
The tax landscape has changed in recent years such as increased income tax rates and reduced tax exemptions, but also in less obvious ways affecting businesses, individuals and trusts. Tax law factors are having an increased impact on family businesses, family members and their assets.
Read more
Risk & Compliance
Family-owned companies have to deal with rules and regulations and should integrate compliance in their processes, facing continuous legislative and regulatory changes. Deloitte can help to implement compliance processes and make them part of governance and risk management.
Read more
Capital & Funding
Family businesses are known for their vigilant management of cash and their ability to fund on-going business and growth plans with reasonable debt. However, today the competition for liquidity has become more intense so family businesses could be faced with more challenges when seeking to manage their liquidity such as external capital to fund on-going business and expansion plans.
Read more
Growth & Profitability
Effective family wealth management encompasses a range of issues related to not only business objectives, but also personal and family goals. Wealthy families often consider establishing a family office to manage their investments, reporting, and financial responsibilities.
Read more
Innovation
Nowadays business environments are constantly evolving due to rapid growth of enabling and disruptive technologies and aggressive international competition. As the pace of change continues to increase, innovation is imperative for all organizations, including family businesses. Both the marketplace and customers demand it.
Read more
Governance
Governance is essential. For family and owner managed businesses, there often comes a point where neither tradition nor experience is sufficient. Business growth, increase of family wealth and issues around succession and transition give rise to a need for a more structured governance framework. Governance is an ongoing commitment practiced by family members, the board of the company, shareholders and management.
Read more
Vector Smart Object F A M I L Y O F F I C E S O C I A L I M P A C T N E X T G E N & S U C C E S S I O N T A X P L A N N I N G C A P I T A L & F U N D I N G G R O W T H & P R O F I T A B I L I T Y I N N O V A T I O N R I S K & C O M P L I A N C E G O V E R N A N C E FAMILYASSETS FAMILYMEMBERS FAMILYBUSINESS
Did you find this useful?