Our Private Wealth team knows every path to financial success is unique. We provide holistic and tailored advice to help grow and preserve your legacy, whether it’s for personal wealth, family wealth, a family business or a combination of these.
You’ve worked hard to build your future. Navigating opportunities and challenges can be complex, so we bring trusted insights and global experience to help you achieve your goals. Our advisers collaborate closely with you, offering bespoke strategies that align with your family and business aspirations.
How we can help with your private wealth
We work closely with you to create tailored strategies to help build and preserve your private wealth for long-term success.
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Find a local private and family business adviser near you.
Testimonials
Reaching goals
We assisted a non-resident family investing in Australia to fulfil their plan to immigrate here. Their other investments were held outside Australia, so the family needed to understand the tax residency implications of the immigration for themselves, their income and the luxury assets which would remain offshore.
Working with the family prior to their immigration, we helped restructure some of their investments to achieve additional asset protection and tax efficiencies, and to establish new structures in Australia for their future investments and asset acquisitions. Today, we support them with ongoing tax compliance and advisory services as Australian residents earning income from local and international sources.
Estate planning
After starting a successful business investing in property and equity, and creating a self-managed super fund outside the business, our private client needed help developing an estate and incapacity plan for himself and his spouse.
We worked with the family to define their priorities, ensuring their estate plan would reflect their values and legacy goals if implemented while the children were young. Once these objectives were clear, we engaged specialist advisers to create a tailored estate and incapacity plan.
KPMG services and solutions
We provide tailored services and solutions that help private clients and mid-market businesses grow, protect, and transform for long-term success.
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Frequently asked questions
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.
Private wealth planning helps owners protect and grow their personal wealth, align business and family goals, and prepare for succession. Our strategic planning approach allows for financial security and smooth transitions while minimising tax and risk.
Challenges for business owners include balancing business growth with personal wealth, navigating complex tax rules, succession planning, and protecting assets across generations. Many also lack integrated strategies linking business and personal goals.
KPMG combines tax, legal, and advisory expertise to deliver holistic solutions – from structuring and compliance to succession and estate planning – to help create alignment between business, family, and personal wealth objectives.
We work closely with our clients to understand their needs and goals. Our private wealth services are tailored to business owners and families with complex wealth needs, and include tax planning, asset protection, succession and estate planning, philanthropy advice, governance frameworks, and compliance support.
Yes. KPMG designs strategies for smooth ownership transition, family governance, and estate planning to preserve wealth and minimise tax impacts across generations.