A clear path through complexity, built around your legacy

      As family offices expand and family wealth begins to span generations, tax becomes more than a compliance matter: it becomes central to preserving what matters most.

      From evolving tax laws and cross-border considerations to succession planning and personal priorities, today’s individuals face increasing complexity in managing and protecting their wealth. At KPMG, we help navigate this complexity with advice that’s not just technically sound, but personally tailored.

      Combining global reach with local insight, our Family office & private client tax professionals support you to make informed decisions on your family wealth and financial health, with confidence that stands the test of time.

      We focus on understanding your unique goals and ambitions, building tailored tax strategies to support them — from day-to-day compliance to long-term legacy planning.

      Whether you’re an individual, family, or a single family office overseeing a growing international portfolio or preparing for intergenerational wealth transfer, we’re here to connect insight with intention — helping you connect to your family’s future growth.


      What we do

      Tax strategy for family wealth

      We design and implement tax strategies that align with your family’s goals, helping preserve wealth, enhance compliance and support sustainable growth for future generations.

      Cross-border structuring and compliance

      From global investments to international residency, we help navigate multi-jurisdictional tax rules, manage reporting obligations and reduce risk exposure.

      Succession and legacy planning

      With tailored estate, gift and inheritance tax planning, we support a range of wealth transfer routes that reflect your vision and values.



      The 2025 Global Family Office Compensation Benchmark Report

      Explore the salaries, career histories and demographics of more than 850 Family Office professionals around the world — and discover a trusted benchmark for your Family Office compensation.



      Our insights

      Navigate the future of tax with pressing business issues and opportunities facing today’s strategic leaders, as they begin to unlock a world of tax, reimagined.

      Discover the strategic imperatives and actionable insights helping today’s tax leaders navigate the forces of change in the future of tax policy, AI and talent. 

      Strategic growth through values and purpose.

      Explore more with KPMG’s Family office & private client

      From personal financial planning and tax compliance to succession and estate planning, discover how our Private Enterprise Tax advisors protect and enhance your wealth, wherever you’re looking to grow.

      Marrying global reach with local enablement, find out how our Global Asset Management Tax professionals help family offices and private clients across all aspects of business.

      Explore how our network of Private Enterprise advisers help family office and private clients establish every stage of their business, from idea to exit.


      Our people

      Greg Limb

      Global Head of Family Office & Private Client, KPMG International and Partner

      KPMG in the UK