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Increasingly, wealthy individuals and (family) entrepreneurs are bundling the management of their assets in a family office to ensure professional joint management. This enables the bundling of different types of assets, but requires optimal legal and tax structuring and thus a high level of expertise.

In order to provide you and your family with the best possible individual structuring of your family office, we draw on our many years of experience in dealing with high net worth individuals and families. Thanks to the large number of our KPMG offices, both in Germany and abroad, you always have local contact persons available to take care of your individual needs. To support you in the efficient management of your family office, we also provide you with a variety of intelligent tool solutions.

We are also happy to take over all the (administrative) services that a family office would do for you.

Our family office services include:

  • Planning and support in the establishment or restructuring of your family office
  • Preparation of contracts, e.g. partnership agreements*
  • Outsourcing services, e.g. ongoing (payroll) accounting
  • Preparation of annual financial statements
  • Ongoing declaration support, e.g. the preparation of tax returns
  • Preparation, development and introduction of reporting systems and solutions
  • Declarations according to § 138 AO or to the transparency register
  • Hospitality Services


* Legal services are provided by the KPMG Law Rechtsanwaltsgesellschaft mbH