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Family Office Insights

Through a series of articles, KPMG LLP will explore the many facets of tax that can potentially affect the creation, growth, and prosperity of family offices and private businesses.

Private Enterprise - Tax Insights

Stay current on the changing landscape to help achieve tax efficiency for private enterprises and family offices

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KPMG Personal Tax Planning Guide

Timely information and planning strategies to help you navigate the complex and evolving landscape of U.S. federal tax rules that impact high-net-worth individuals, families, and their closely held businesses.
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Private enterprise and family office tax provisions in “One Big Beautiful Bill”

KPMG analysis and observations.
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Estate planning in 2025

Sunset of the enhanced lifetime exemption still possible
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How family businesses can attract and retain top talent

Family Office Insights
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Life Insurance: A powerful tax planning opportunity

Family Office Insights

    KPMG Private - Tax

    Tax services for privately owned businesses

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    Family Office Fridays

    Webcast Series

    Through a series of on-demand webcasts, KPMG LLP explores the many facets of tax that can potentially affect the creation, growth, and prosperity of a family business.
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    Meet our team

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    Tracey S. Spivey
    Partner, Tax, BTS Core, KPMG US
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    Tracey S. Spivey
    Partner, Tax, BTS Core, KPMG US
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    Private Enterprise - Tax Insights

    Stay current on the changing landscape to help achieve tax efficiency for private enterprises and family offices

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