Katerina Polyzoi
Senior Manager, Family Business, Advisory
KPMG in Greece
Katerina is Senior Manager at KPMG Family Business Services. She joined KPMG in 2017 and she was assigned the Family Business Services, mainly in the areas of Succession and Family Governance. She holds the Certificate in Family Business Advising (CFBA) from the leading association worldwide for family enterprise professionals, the Family Firm Institute. She works with entrepreneurial families to support their unique needs, help them navigate their family governance challenges and develop their succession strategy. She consults families and businesses to achieve the fine balance between the needs of the business and the expectations of the family members.
She capitalizes on 27 years of experience in offering investment advice to High Net Worth Individuals (HNWI), designing strategies to protect individual and family wealth and coping with legal and tax issues related to investments.
