DP Services Family Enterprise Page 2024. Do not delete! This box/component contains JavaScript that is needed on this page. This message will not be visible when page is activated.

Deloitte Private: Family enterprise services

Advising on family business governance and growth

Vision. Trust. Legacy. Purpose. These are the hallmarks of your family enterprise. We understand the unlimited possibilities your company faces. And we're here to serve your family-owned business and your family office as you work to be both resilient and impactful—from one generation to the next.

Loading...

Deloitte Private is passionate about your purpose

We understand how complex the interconnected challenges facing the family, enterprise, and ownership can be. That’s why our professionals take a multidisciplinary approach and a 360-degree view of the issues with purpose at its center.

Where purpose meets impact

Your family enterprise is built for multi-generational success. We get it. We can advise you on finding new opportunities to turn your purpose into growth and impact—for today and for generations to come.

${column1-large-text}

Business is personal

When your workforce includes family members, alignment is important. So is nurturing the business for future generations. Strengthen the bonds over time and across your enterprise with our experience in family business services for leadership development; generational succession; sustainability, climate, and equity (SC&E); and talent strategies.

${column2-large-text}

Improving operations

Taking your company to the next level involves a balance of innovation and efficiency. Turn to us for new thinking on strategic planning, leadership development, tax planning, and technology enablement.

${column3-large-text}

The drive for digital

Digital transformation—including leveraging Generative AI and other advanced technologies—can be a bridge between your business today and the one you’ll hand to the next generation. Tap our insights as you make technology investments that can pay you back in the form of growth and competitive advantage.

${column4-large-text}

${column4-title}

${column4-text}

Family enterprise services

From growing your family enterprise to stewarding the next generation, the breadth of Deloitte can serve you as your family enterprise realizes its wealth potential and builds its legacy.

We are connected and committed to private companies

We proudly craft content, insights, and programming designed specifically for privately held companies. To learn more about these programs, use the links below:

Family enterprise resources that resonate

Content, insights, and programming curated for family enterprises.

Image of tree rings

Perspectives

2024 Family Enterprise Survey

Generational differences within a family enterprise can either drive growth or drive a wedge. Learn which areas current and next gen family members diverge on the most and how to balance those perspectives in our inaugural Family Enterprise Survey.
Image of blue iceberg in deep water

Services

The Family Office Cybersecurity Report, 2024

The latest edition of the Deloitte Private Family Office Insights Series brings The Family Office Cybersecurity Report. This report offers invaluable insights into family offices’ experience with cyberattacks, the means they are using to protect themselves, and what activities they can adopt to help safeguard themselves against future attacks.
Abstract blue image of  tunnel

Perspectives

Enterprise risk management series

Explore this 5-part series to broaden your ERM understanding and better prepare your organization to detect and protect itself against potential threats.
Young man signing documents

Perspectives

Buy-sell agreements for family businesses

Major shareholder events, such as death or divorce, can jeopardize the future and stability of a family enterprise. Explore how buy-sell agreements can be an effective protective strategy to support a seamless transition of ownership.
Top view illustration of colleagues seated at round table

Analysis

Family enterprise board series

In this three-part series, we explore the role of family boards and the qualities required for them and individual board members, including the chair, to be more impactful and to deliver more value to the family enterprise.
Young woman looking at paintings on green wall

Articles

Pivotal moments for family enterprises series

This 8-part series explores the eight foundational elements that can help family enterprises maximize the opportunities that arise.

Stay in the know

Subscribe to Deloitte Private icon

Subscribe to the Deloitte Private newsletter

Be the first to know about in-depth reports, articles, videos, and podcasts on the topics that matter most to your private business.

Subscribe to Deloitte Private Dbriefs icon

Subscribe to the Private Company Dbriefs webcast series

Don't miss our live, CPE-eligible webcasts on the complex issues and important developments that could shape the future of your organization.

Meet our family enterprise team

Laura Pearson profile image

“It’s critical for successful family enterprises to manage risk and increase resilience to enhance their value for generations to come.”

—Laura Pearson

Deloitte Private US Family Enterprise Leader; Partner, Deloitte Tax LLP

I’m committed to... Building a future that aligns with your family business’s values and vision.

Eric Johnson profile image

“Building a legacy that lasts is bolstered by shaping a family office with intention. With our breadth of resources and experience, our professionals remain purposeful with their work to prioritize the legacy you wish to leave behind.”

—Eric Johnson

US Family Office Leader
Deloitte Tax LLP

Let’s talk about... What a powerful legacy can look like for your family office.

Kevin Zinser profile image

“Effective tax planning and management can significantly impact a family enterprise's financial performance, cash flow, and ability to attract and retain top talent.”

—Kevin Zinser

National Tax Leader; US Deloitte Private
Deloitte Tax LLP

Let’s talk about... Long-term planning objectives and how to achieve them in a tax-efficient, cash-sensitive manner.

Kirsten Vosen profile image

“We transform audits into opportunities for family enterprises, using AI and data analytics to provide insights.”

—Kirsten Vosen

Audit & Assurance Leader
Deloitte & Touche LLP

Let’s talk about... Navigating your complex accounting and reporting challenges.

Kevan Flanigan profile image

“Family enterprises and offices are focused on long-term success, not just quick wins. We’re here to advise you in your efforts to foster that success by navigating risks, identifying opportunities, and gaining a competitive edge.”

—Kevan Flanigan

Risk & Financial Advisory Leader and Private
Equity Leader; US Deloitte Private
Deloitte Transactions and Business Analytics LLP

Let’s talk about... Identifying capital opportunities and alternatives to fuel investments.

Insert Custom HTML fragment. Do not delete! This box/component contains code that is needed on this page. This message will not be visible when page is activated.
+++ DO NOT USE THIS FRAGMENT WITHOUT EXPLICIT APPROVAL FROM THE CREATIVE STUDIO DEVELOPMENT TEAM +++