You and your family want peace of mind that your private wealth is being efficiently and strategically managed in accordance with your values, priorities and goals. You also want to be confident that your wealth and assets are invested within a robust risk management and governance framework.
Your KPMG Family Office advisors will work closely with you and your family and alongside your third-party investment and wealth management advisors to deliver you objective, strategic and unbiased advice based on our deep industry knowledge and experience with similar enterprises.
How we can help
Portfolio review and analysis
KPMG Family Office will analyze your existing investment portfolios by reviewing their diversification, account structuring, performance, investment fees and other factors to ensure they align with your wealth goals.
Due diligence and manager introductions
Both qualitative and quantitative factors need to be considered when selecting investment options and building a successful management team. We believe it is critical to present you with your investment options and ensure that you understand the benefits and limitations of each.
Goal-based planning
For your wealth and investment strategy, we start by understanding what is important to you and then work with you to create a plan with defined sub-portfolios that are dedicated to your individual goals and optimized according to your risk capacity.
Financial risk management
We identify, assess, measure, and manage risk within your portfolio with a focus on events that could negatively impact your strategic objectives.
Investment policy development
Your investment strategy must be considered in the context of your overall financial plan, short- and long-term objectives, risk tolerance, investment experience and preferences. We develop an investment policy statement (IPS) for you, which is a strategic guide that will help with the planning and implementation of your investment program.
SRI, ESG and impact investing
We can help you search for investments that provide both a financial return and measurable benefits for the environment and society.
Learn more about how we can help
Frequently asked questions (FAQs)
Insights and resources
Connect with us
Connect with us
- Find office locations kpmg.findOfficeLocations
- kpmg.emailUs
- Social media @ KPMG kpmg.socialMedia