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.

Find out how KPMG's expertise can help you and your company

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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

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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