Staying up to date on your current tax situation, the taxation of future generations, and the latest tax laws and opportunities can be overwhelming. Our trusted tax professionals at KPMG Family Office can help manage, enhance and preserve your wealth.

Our strategic, integrated and long-term approach to Family Office tax planning considers the tax issues faced by individuals, families and businesses. With our deep industry knowledge and experience, we work closely with you to understand your goals and objectives, and develop a roadmap that's tailored to your unique tax needs.

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How we can help

Estate and probate planning
Trust structuring
Preparation of wills and estate documents
Holistic personal and corporate tax planning
Global tax planning and reporting
Reorganization and restructuring planning
Life insurance planning
Tax optimization and asset protection
Immigration and emigration support
Estate litigation
Tax controversy and audit support
Corporate and commercial law
Luxury assets and real estate planning
Legacy assets planning

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Helping private companies understand, plan and execute effective business and tax strategies.

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KPMG’s modern tax services, data-driven solutions and professional experience can help you keep tax simple.

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We transform complex cross border tax issues into concrete actions delivered in straightforward terms.

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Frequently asked questions (FAQs)

Tax planning is often at the core of a family office tax strategy. Our proactive, trusted tax professionals provide independent, objective advice tailored to your unique goals, objectives and long-term strategic vision.

For those making a cross-border move, one of the biggest considerations is the Canadian departure tax. When you leave Canada, you are considered to have sold certain types of property (even if you haven't) at their fair market value and reacquired them for the same amount. This deemed disposition subjects you to a departure tax (or capital gains) on your assets prior to your move to the U.S.

Buying and owning luxury assets such as aircrafts, yachts and vacation properties comes with a number of tax considerations that tax professionals can help with. For example, for family businesses that purchase a private plane, tax planning should focus on how the asset can be structured within the business to be tax efficient.

To protect your business and the financial security of your family, it's important to develop an estate plan with the future of your business in mind. Considerations include using estate planning strategies to reduce estate taxes and planning for other tax efficiencies to help maximize the value of your estate.

For example, a multiple-will strategy may help reduce probate fees, depending on your province. Another consideration in estate planning for business owners is having a shareholder's agreement to address business transition issues such as share ownership and the transfer or sale of shares.

Having a family meeting is one of the best ways to reduce conflict and ensure you're making the right decisions about your estate plan. A family meeting gives you the chance to have clear and open communication with your beneficiaries so they can understand your wishes. An advisor can help create an agenda, set the tone of the meeting, communicate its purpose, and help you achieve your goals for the meeting.