A family office is the ‘ecosystem’ that an individual or a family build to manage their financial, business and family matters. Depending on your family’s needs, KPMG supports existing family offices, helps build customized family offices, or provides project-based services. We work closely with you, your family and gatekeeper to define evolving objectives and achieve them.
KPMG Family Office Services
Family Office Consulting
Family Advisory
Risk Management
Strategy, Business and Operating Model Advisory
KPMG Family Office
Tax Strategy
Deal Advisory
ESG
Accounting, Reporting, and Administration
Eight key areas
KPMG Family Office brings together KPMG’s breadth of experience in eight key areas.
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Family Office Consulting
Our family office consulting team advises families of exceptional financial success by providing customised advice and solutions to assist them to build, operate and develop their family offices. The family office is an important tool to oversee and grow assets, as well as plan for the successful wealth transition to future generations. Our team has extensive experience and knowledge on topics that are critical for families to create legacies that last for generations to come.
Many families of wealth are successful at addressing the issues that impact them throughout the lifecycle of their family and their wealth. Working alongside families to manage these complex changes, we facilitate the often-sensitive discussions with clear frameworks and processes. This approach lets us co-create solutions and outcomes that are aligned to each unique family.
Understanding and managing risk is critical in navigating your family and your business through a world of growing complexity. Our tailored approach focuses on bringing discipline, control and responsibility to the areas that impact you, including financial, business, ownership, family and reputational risk.
You want to be confident that your family office is set up with the right business and operating model that can support the needs of your clients. Our business advisory team can provide the support that you need to help you to put in place the right processes, talent, and the supporting technologies for you to focus on serving your clients.
Staying up-to-date on your current tax situation, taxation or the next generation, and the latest tax changes and opportunities can be overwhelming. We can help ease that burden by enhancing and preserving your wealth through our strategic, long-term approach to tax planning.
We believe environmental, social and governance (ESG) are best achieved when family-defined values are combined with their investment and philanthropic ambitions. We support families with personalized, end-to-end solutions for their ESG journey.
