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      Respecting legacy, unlocking opportunity

      Family businesses are unique. At their core lies an important dynamic of family bonds connected with the organisation, offering both opportunities and challenges. 

      All the decisions you make are underpinned by strong family values and purpose that allows you to navigate the journey ahead. Our advisers understand the dynamics of a successful family business, and they are invested in getting to know the ins and outs of your business. 

      We will work side by side with you to provide tailored advice throughout the business lifecycle for scalable, long-term success. That includes helping you navigate the complexities of establishing, operating, growing and preserving your family business and legacy. Our services range from succession and estate planning, to tax, data integration and cyber.



      How we can help with your family business

      We provide support at every step of your journey.

      • Establish

        We work with families to establish operational and governance structures which support the interests of family members, shareholders and employees. These are purpose-built for your business and family while considering regulatory compliance, asset protection and structures to maximise your financial and non-financial objectives. 

      • Grow

        Whether you are targeting growth through acquisitions, organic growth, expansion into new markets or diversifying into new business ventures – we work closely with you, your board and your family to support scalable, long-term success aligned with your objectives. 

      • Operate

        As you respond to constantly changing market conditions, regulations and market entrants, your business evolves. When you pivot your strategy to adapt, develop new products and services, and leverage technology, we work side by side with you to drive real value through operational efficiencies that support sustainable family business management. 

      • Preserve

        You and your family have worked hard to get to where you are today, and we can help you preserve this success while working on future goals. This may include establishing succession plans, family governance structures, estate planning, creating family foundations or private ancillary funds or next generation education. We can also help you determine the family’s objectives for the future, whether that is looking to sell, IPO or transition to new ownership.



      Family business workshops

      Helping uncover insights for a successful family business.

      KPMG’s Family Business Workshops can help you navigate the complexities and challenges of family businesses. The workshops are designed around our six key capabilities model of family business dynamics.

      Using a series of specifically designed case studies, we workshop the key challenges and opportunities facing you and your family as business owners.

      For further details, read the case study: What’s Keeping Family Businesses awake at Night?



      KPMG family business support

       

      We provide tailored services and solutions that help private clients and family businesses  grow, protect, and transform for long-term success.

      KPMG helps family offices manage wealth, succession, governance, and investment strategies with trusted, tailored advisory services across Australia.

      KPMG’s tailored private wealth management and advisory services. Explore strategies including succession planning, investment, and tax efficiency.

      Explore KPMG’s Finance Hub for the mid-market. Optimise cash flow, manage working capital, and unlock growth through tailored financial support.

      Streamline your payment times reporting preparation and compliance obligations.

      Discover how KPMG helps mid-market and private organisations unlock growth with AI, data strategies, and innovative technology solutions.


      Latest family business insights

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      Family Business Dynamics brochure

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      Family business dynamics

      Family business dynamics


      Contact us

      Robyn Langsford

      Partner, Family Business & Private Client Lead, Mid-Market & Private

      KPMG Australia


      Mid-Market & Private Business Advisory

      Right-sized. Future ready.

      Our Mid-Market & Private Business Advisory team works side by side with you to build short- and long-term capability. From strategic advice to seamless execution, we help emerging, private, family and mid-market organisations navigate complexity with confidence.

      Starry night sky ahead of an empty road, signifying moving forward to infinite possibilities

      Frequently asked questions

      KPMG Australia’s family business advisory service provides tailored consulting and support for family-owned businesses, helping families navigate succession planning, governance frameworks, conflict resolution, and strategic growth. 

      Our experienced advisers work closely with family enterprises to address unique challenges and opportunities at every stage of the business lifecycle.

      KPMG’s Family Office services focus on managing and preserving family wealth through integrated solutions such as tax strategy, governance, estate planning, investment, and philanthropy, acting as a single point of contact for complex financial and personal needs.

      Our Family Business services support family-owned enterprises with governance, succession planning, strategy, and operational advice to sustain growth and harmony.

      Both often complement each other to preserve legacy and achieve family goals.

      Succession planning is vital for Australian family businesses to ensure a smooth leadership transition, preserve family legacy, and maintain business continuity across generations.

      KPMG helps families develop robust succession strategies that honour the past while preparing for future growth and leadership.

      KPMG Australia supports family businesses with a full suite of advisory services, including succession and estate planning, governance frameworks, conflict resolution, tax, data integration, cyber security, and growth strategy. We also offer bespoke solutions tailored to the needs of family-owned enterprises, helping them achieve long-term success.

      Australian family businesses often face challenges such as leadership transition, governance and decision-making, conflict resolution among family members, balancing business and family interests, and planning for multigenerational growth. KPMG’s advisers help address these issues with practical, strategic solutions and clear roadmaps.

      Yes, KPMG Australia provides guidance on family business governance frameworks and conflict resolution. We help families establish clear governance structures, facilitate communication, and resolve disputes to ensure business stability and family harmony.

      Family business advisory focuses on supporting family-owned businesses with consulting, governance, succession, and strategy.

      Family office services, on the other hand, typically address broader wealth management, investment, and administrative needs for high-net-worth families.

      KPMG Australia offers both services, tailored to your family’s specific requirements.