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Services

Private Wealth Tax Services

Sustain, enhance, and protect your wealth

Wealth planning is personal. Your goals reflect who you are and what you want for yourself, your family and the world around you. Achieving these goals in the complex tax and regulatory landscape can be challenging. Whether you serve a single family office, have cross-border presence, or operate a multi-generation owned business, we are here to help you.

Securing you family’s legacy

Deloitte Tax LLP has been discreetly serving high net worth individuals, families, and their enterprises for more than 100 years. As a trusted advisor to many of the world’s most affluent families, family offices, and private trust companies, we bring significant experience and integrated service capabilities to our clients. We deliver a global network of resources and a world-class level of knowledge and experience tailored to each family’s unique and personal circumstances.

Our understanding of this specialized field informs us that clients like you expect a team of professionals with relevant experiences and perspective. One of the valuable benefits we can bring to you is our extensive background working with clients of similar stature, complexity, and issues. Our goal is to leverage the deep experiences of our professionals to advise you and your family for generations to come.

Whether you are growing or selling your business, considering what assets you want to pass to future generations and charities, or evaluating the creation of a family office, we will share our knowledge and experiences so that you can feel educated and confident in the decisions you make to secure the legacy of your family.

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Visit Deloitte Private Wealth - specialized services for ultra-affluent families, entrepreneurs, and private business owners.

How Deloitte can help

Deloitte’s committed Private Wealth teams build client service relationships that span decades and generations by providing innovative solutions to address our clients’ ever-evolving needs and circumstances. We are highly valued as trusted private wealth advisers with deep knowledge, broad experience, and a large domestic and global network of professionals to leverage as our clients’ goals change.

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Tailored tax services for private wealth clients

Get in touch

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

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

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