Deloitte

Deloitte is one of the largest professional services networks in the world, operating across audit, tax, consulting, and advisory functions. While the homepage content focuses on general business transformation, technology, and enterprise case studies, Deloitte maintains a dedicated private wealth and family office advisory practice that serves ultra-high-net-worth families and their advisors across multiple jurisdictions.

The firm’s family office and private wealth work typically spans:

• Tax structuring and compliance for complex, multi-generational family structures
• Governance and succession planning for family enterprises
• Advisory on philanthropy, trust structures, and estate planning
• Risk and regulatory compliance support for family office operations

For a family office principal or COO evaluating professional service providers, Deloitte’s primary draw is its global geographic footprint and the ability to coordinate across tax, legal, audit, and advisory disciplines under one relationship. Families with operating businesses, cross-border holdings, or multi-jurisdictional reporting obligations may find that coordination valuable compared to engaging multiple specialist boutiques.

The trade-off is scale and fit. Deloitte serves the full spectrum of corporate and institutional clients, and family office engagements sit alongside large multinational mandates. Principals seeking deep, dedicated family office expertise with a boutique service model may find that a specialist firm better matches their expectations. Pricing is not publicly disclosed and is typically structured on a project or retainer basis, which means cost visibility requires direct engagement. No technology product or platform offering specific to family offices is evidenced in their website.