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.
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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.
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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.
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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.
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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.
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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.
Perspectives
2024 Family Enterprise Survey
Services
Digital Transformation of Family Office Operations, 2024
Perspectives
Enterprise risk management series
Perspectives
Buy-sell agreements for family businesses
Analysis
Family enterprise board series
Articles
Pivotal moments for family enterprises series
Stay in the know
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Meet our family enterprise team
“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.
laurapearson@deloitte.com
“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.
ericljohnson@deloitte.com
“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.
kzinser@deloitte.com
“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.
kvosen@deloitte.com
“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.
kflanigan@deloitte.com