Every individual and family is different and as wealth is generated, created and accumulated, one may need to consider whether the management of the family’s assets is optimally managed and taken care of by the right person(s).

Generally-speaking  a Family Office refers to a specialised team that assists High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals and families, with wealth and investment management, as well as succession planning and general servicing of the families’ greater goals.  A Family Office can take many forms, such as: a family asset/investment holding structure like a trust, a trusted advisor (lawyer or accountant), a family member, or a stand-alone entity employing a team of investment professionals and other specialists.

KPMG has a wide range of services to create your bespoke Family Office and/or support your Family Office needs and those of the family members.

Click here for the Family Office and Private Client fact sheet