Greenhouse lab


Family Office Labs in the Deloitte Greenhouse­® Space

Planting the seeds for family office effectiveness now and in the future

​Family offices and the executives who manage them are under growing pressure to deliver value. Family Office labs engage people intellectually, physically, and emotionally so they can take problem-solving to a new level.​

Family Office Labs

Deloitte’s Family Office Labs are designed to assist family office executives, high net worth families, and other stakeholders in driving significant value from the family office organization and its resources. Since no two family offices are alike, each lab is customized for the particular family office’s circumstances. The Family Office Labs include:

  • Family Office Executive Transition Lab: A lab that guides a newly hired or newly promoted family office executive through the development of an actionable plan for a successful transition into the new role. It is a one-day experience designed to help new family office executives develop a plan to accelerate success that is directly aligned with the family’s goals and aspirations.
  • Family Office Transformation Lab: A lab that helps a high net worth family design and implement their new family office, or transform an existing family office to satisfy the evolving needs and circumstances of the family. The lab can address governance, succession, family-client relationship management, tax efficiencies, regulatory compliance, accounting, recordkeeping, internal controls, treasury and cash management, human resources, and other key family office processes.

Back to top

Learn more about Deloitte Family Office services

In today’s environment, 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. Family Offices: Unlocking the value is designed to help wealthy families build on their current understanding of what a family office is, consider factors that have contributed to the success of other family offices, and formulate a plan that leads to the creation or expansion of their own family office.

While death and taxes are inevitable, their consequences do not need to be a surprise. Family offices are in a unique position to prepare their organization and the families they serve to plan for the inevitable.

Explore the wealth transfer planning strategies that family offices must use to prepare the high net worth families they serve for the death of a principal.

Back to top

connected dot maze

Get in touch

Julia Cloud

Julia Cloud

National Industry Leader | Private Wealth

Julia leads the Private Wealth sector of the Investment Management industry practice, Deloitte Tax LLP. This sector focuses on the needs and challenges of the buyers and providers of private wealth ma... More

Wendy Diamond

Wendy Diamond

Partner | Deloitte Tax LLP

Wendy leads the Private Wealth Tax sector of the Investment Management industry practice. In this role, she works with colleagues across the country to develop and deliver innovative tax solutions rel... More

John R. Silverman

John R. Silverman

Global Leader | Family Office | Deloitte Tax LLP

John is a principal with the Private Wealth practice of Deloitte Tax LLP (“Deloitte”) who works exclusively with ultra high net worth clients. With more than 30 years of experience, he is one of the f... More