Solutions

Private Wealth & Family Offices

Achieving ambition. Managing risk. Leaving a rich legacy.

Balancing the everyday needs and objectives of the family with their collective ambition and vision for the future.

When significant wealth is created, it can open up new opportunities as well as new challenges for individuals and their families as they acclimatise to the increased complexities that come with this new world. One of the perennial challenges faced by almost every family and their family office is balancing the desire to preserve wealth through the generations with the income needs and ambitions of the current generation.

These competing, sometimes conflicting, imperatives drive decisions and investment strategies and can extend beyond financial parameters. Achieving the right balance demands a clear, long-term vision, a detailed understanding of the needs and goals of the family and the expertise, experience and reach to develop and implement these strategies.

Helping to solve your most complex private wealth and family office issues
Deloitte’s multi-disciplinary family office team has extensive experience in working with families to achieve their objectives, implement their wealth strategies across the globe, and establish long-term structures fit for the future. Our suite of offerings has been designed specifically for wealthy families and their family offices. Our aim is to address some of the fundamental questions and achieve clarity around priorities, wants and needs in order to help define and execute an effective strategy that preserves the family’s wealth and legacy into the future.

Click on the diagram below to find out how we can support you.

The Family Office Handbook

Establishing and operating a family office, or expanding the services of an existing family office, requires careful analysis and planning to properly manage, protect, and grow a family’s wealth. Deloitte’s Family Office Handbook aims to address some of the key questions that may arise along the way, and in turn help the legacy a family has built sustain its interests into the future.

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Key contact

Paula Higgleton

Paula Higgleton

Partner

Paula is a senior Private Client Partner and Vice Chairman at Deloitte having specialised in advising large international families and their Family Offices for over 25 years. Her clients consist of fa... More