Greenhouse lab

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Family Office Greenhouse Labs

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. Deloitte’s Family Office Greenhouse Labs engage people intellectually, physically, and emotionally so they can take problem-solving to a new level.​

Family Office Greenhouse Labs

Deloitte’s Family Office Greenhouse 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 Greenhouse Labs include:

  • Family Office Executive Transition Lab: A Greenhouse 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 Greenhouse 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.
  • Family Legacy Lab: A Greenhouse Lab to assist a high net worth family facing a significant event in the family’s wealth cycle, such as wealth creation, monetization, philanthropic efforts, divorce, or death, and provide a platform for the family to assess:
    • Family vision and mission
    • Strategic decisions, such as the sale of significant assets, creation of philanthropic endeavors, or the ongoing co-investment of family assets
    • Creation or retention of a family office​

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Learn more about Deloitte Family Office services

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.

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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