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Family Enterprise Specialist, Consulting

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Date Posted: Aug 27, 2019

Reference Code: 46045-en_US

Be empowered to lead and have impact with clients, our communities and in the office.

Be expected to share your ideas and to make them a reality.

Experience a firm where wellness matters.

What is family enterprise consulting?

Deloitte’s Family Enterprise Consulting team works with enterprising families across Canada, helping them build the alignment and resilience needed to flourish--as both businesses and families--across generations.  The practice draws on a proven, structured approach that melds traditional consulting experience and systems thinking with the empathetic insight needed to navigate the complexities of shared wealth and family dynamics

Family enterprises are particularly complex, facing not only business and investment decisions, but ownership succession issues, as well as family and other stakeholder relationships. Our practice takes a ‘systems’ view, working across the family, business and ownership dimensions of a family enterprise.  We work directly with the family behind the enterprise, to identify, articulate and document the family’s purpose and goals, well before considering structural or organizational changes.

We assist families with succession planning, family governance and next generation education and development. We help design family offices, develop family enterprise strategies and determine key decisions to be made at critical points.

Visit our website for more information: https://www2.deloitte.com/ca/en/pages/deloitte-private/solutions/Family-Enterprise-Consulting.html

What will your typical day look like?
  • Helping to design custom processes and conversations aimed to help our family clients answer key questions, such as: What is important to our family? What is the purpose of our wealth? How will we achieve our business and family visions? How can we develop our next gen leaders? How do we avoid the negative impacts of wealth?
  • Project management on an allocated portfolio of client engagements.  Attending and contributing at client meetings, recording and writing up the content and outcomes.
  • Producing and providing required materials for meetings and workshops for example preparing slide decks and presentations.
  • Drafting client documentation in the form of reports, "family constitutions" and meeting minutes.
  • Receiving and following up on client requirements.
  • Supporting a multi-disciplinary team (e.g.: external legal counsel, tax, strategy) in service of our family clients.
About the team

The Family Enterprise Consulting Group is a specialist team within Deloitte dedicated to working with families in business together to help them manage the opportunities and complexities unique to family businesses, particularly complex generational transitions.

We are looking for a Consultant to join the team and play an integral role in building the Family Enterprise Consulting practice. Advice will center on family governance, succession planning, career development, and conflict resolution.

Enough about us, let’s talk about you

You are someone with:

  • An undergraduate and/or post graduate degree with some combination of Business / Law / Sociology / Anthropology / Psychology / Philosophy would be preferred.
  • Has interest and experience in a combination of the following;  
    • Wealth psychology
    • Organizational psychology or design
    • Law (shareholders agreements, trusts, family agreements)
    • Trust design and application
    • Mediation, conflict management
    • Principles of wealth management
    • Anthropology and human-centric design
    • Strategy consulting
    • Business governance
  • Strong creating writing skills
  • Advanced computer literacy with Word, Excel and PowerPoint.
  • Willing to travel nationally.

Why Deloitte?

Launch your career with The One Firm where you can make an impact that matters in a way that you never thought possible. With endless opportunities at every turn, and a culture built to support and develop our people to be the very best they can be, Deloitte is The One Firm for you to learn, grow, create, connect, and lead. We do this by making three commitments to you:

  • You will lead at every level: We grow the world’s best leaders so you can achieve the impact you seek, faster.
  • You can work your way: We give you the means to be flexible in how you need and want to work, and we have innovative spaces, arrangements and the mindset to help you be wildly successful.
  • You will feel included and inspired: We create a deep sense of belonging where you can bring your whole self to work.


The next step is yours

Sound like The One Firm. For You?

At Deloitte we are all about doing business inclusively – that starts with having a diverse colleagues of all abilities!  We encourage you to connect with us at accessiblecareers@deloitte.ca if you require an accommodation in the recruitment process, or need this job posting in an alternative format. We’d love to hear from you!

By applying to this job you will be assessed against the Deloitte Global Talent Standards. We’ve designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally.

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