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Solutions

The thriving family enterprise

A purpose-driven approach to increasing impact and strengthening legacy

Deloitte Private understands that purpose is at the center of all that you do—fueled by core values, strong vision, trust, and legacy. We bring the breadth of Deloitte to help family enterprises in the pursuit to drive growth and realize wealth potential, while helping you build your legacy.

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Deloitte Private helps family enterprises thrive

Our professionals take an approach to help you address your most pressing family enterprise challenges using a 360-degree, issues-based view with purpose at the center. We understand the interconnectivity of the family, the business, and the ownership and bring multidisciplinary capabilities to help you answer the questions you face.

Believing in the power and purpose of family enterprises

Family enterprises serve as a cornerstone of the US economy and as a major source of economic and societal impact around the world.

Family enterprises are also unique in their complexity with the interconnectivity of family, business, and ownership. This year, the pandemic has created a pivotal moment where many leaders are looking toward the future and considering important questions such as:

  • What are we doing to assess whether the next generation is ready, willing, and able to take over the family enterprise?
  • How can we capitalize on new organic and inorganic growth opportunities?
  • What processes do we have in place to make sure we are investing in the right technology to optimize our business and protect our data?
  • What options do I have for a liquidity event?
  • Could a change in tax laws influence our decision to sell the business?

Deloitte is positioned to advise leaders as they address these questions. We have a 175-year history of serving family enterprises to help bring their goals to life.  

Our purpose-driven approach helps elevate family enterprises, providing guidance for a future consistent with the values and vision essential for a thriving and sustainable legacy of multi-generational success.

 

 

Our latest thinking

Explore Deloitte’s perspectives on private company issues, trends, and opportunities.

Service offerings

Deloitte offers family enterprise services designed to help leaders navigate complex challenges. Together, we look forward to helping you increase your impact, strengthen your legacy, and achieve your purpose.

Get in touch

Wendy Diamond

Wendy Diamond

US Family Enterprise Leader

Wendy serves as the US Family Enterprise leader. In this role, she works closely with first generation and multi-generational owned businesses and their owners to help them identify and navigate the u... More

Jason W. Downing

Jason W. Downing

Vice Chairman, US Deloitte Private Leader

Jason is a vice chairman of Deloitte LLP and the US Deloitte Private leader, with responsibility for the strategic direction and delivery of the full breadth of Deloitte to our private company and mid... More

Wolfe Tone

Wolfe Tone

US Deloitte Private Tax Leader

Wolfe is the US Deloitte Private Tax leader and a tax partner in the Chicago office. With over two decades of experience, Wolfe has served a variety of technology, life science, retail, real estate, m... More

Eric Johnson

Eric Johnson

US Family Office Tax Leader

Eric currently is a partner with Deloitte Tax LLP and serves as the US Family Office Tax Leader. His more than 25-year career in public accounting has focused on serving ultra-wealthy individuals, fam... More

Natasha Holbeck

Natasha Holbeck

US Family Office Audit Leader

Natasha offers 20 years experience and is the Family Office Audit leader. She has served clients across multiple industries and geographies. She has experience in all aspects of the Investment Managem... More

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