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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. Structuring and staffing a family office requires an analysis of tax and governance considerations, as well as a deep understanding of the family’s short and long term business and professional goals and objectives.
Deloitte Tax & Legal international professionals can assist with family office design and set-up, family education and communications and private foundations, and structuring business investments. This approach addresses both the family office as a business and the private client’s family wealth as an on-going enterprise.
In respect to this need, Deloitte offers the following services: