Traditional private client businesses have been focused around tax, but clients now want “much more” such as help with intergenerational transfers, partner and recently appointed head of UK private client services at Deloitte, Nicola Roberts, told eprivateclient.
Family business is one of Deloitte’s key focuses, Ms Roberts said, and an area in which the firm seeks to ‘differentiate’ itself. The firm’s private client team work closely with ...