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
- Investment portfolio review
- Investment policy statement (IPS)
- Strategic asset allocation
- Due diligence, manager search and selection
- Consolidated investment reporting
- Performance monitoring and measurement
- Financial and retirement planning
- Impact investing
Learn more about how we can help
Frequently asked questions (FAQs)
KPMG Family Office provides independent analysis and objective advice as we work with a third-party advisor to invest your wealth. We work with you to understand your long-term strategic vision, with the confidence that comes from deep industry knowledge and experience with similar enterprises. Our proactive, trusted wealth and investment professionals work closely with you and your family to:
- Understand your goals and create a plan
- Develop an investment policy
- Review and analyze total net worth and investment portfolio
- Perform manager due diligence and introductions
- Manage financial risk; and search for ESG, SRI and impact investments
Socially responsible investing (SRI) excludes companies that conflict with the investor's values and includes those based on specific ethical guidelines. Some investments incorporate environmental, social and corporate governance (ESG) criteria into the investment process. Impact investing refers to investments that seek to generate financial returns while having a positive social or environmental impact.
Many individuals and families feel greatly rewarded knowing their investments not only earn meaningful financial returns, but make a positive difference in the world. If it's important to you to hold investments that produce both a financial return and a measurable benefit to society, we can help in your search for investments that satisfy these goals.
As your investments and the investment landscape become increasingly complex, it's important to regularly review your portfolio and reassess your goals, making adjustments through your outside investment advisor as needed. There are many benefits to a portfolio review, including:
- Making sure your investments are aligned with your current goals
- Identifying gaps and new opportunities
- Ensuring your portfolio reflects any changes in tax legislation and help maximize tax efficiencies
Insights and resources
Connect with us
Connect with us
- Find office locations kpmg.findOfficeLocations
- kpmg.emailUs
- Social media @ KPMG kpmg.socialMedia