Family office & private client

A family office is the 'ecosystem' that people build around themselves to manage their wealth, including business, financial, and personal matters. A family office addresses:

• The diverse needs of multi-generational and geographically dispersed families
• New generations of entrepreneurs and executives
• Increased complexity stemming from regulations and globalization
• Growing interest in philanthropy and legacy planning, as well as the need for succession planning

When it comes to wealth management, a traditional wealth management firm advises clients on their investments. They typically do not assist clients in areas such as tax strategy, philanthropy, legal, and others, whereas family offices are multi-disciplinary.

Our integrated team provides services in eight key areas:

• Tax strategy
• Legal, estate, trusts and wills
• Dynamics and governance
• Wealth and investment strategy
• Deal advisory
• Philanthropy and impact
• Risk management
• Accounting, reporting and administration

Whether you are experiencing a life change, reaching a milestone or facing a transition, you may find it challenging to manage the complexities of your wealth. Our trusted, objective advisors at KPMG Family Office will work collaboratively with you to manage these complexities and help you achieve your goals and aspirations. For your family office, we can help define and achieve your evolving objectives and create solutions that are tailored to your family's needs. We recognize that every family is different, so each family office we build is as unique as the individual and family it serves.