KPMG Family Office brings together KPMG’s breadth of experience in eight key areas.
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KPMG Family Office Solutions
A family office is the ‘ecosystem’ that an individual or a family build to manage their financial, business and family matters. Depending on your family’s needs, KPMG supports existing family offices, helps build customized family offices, or provides project-based services. We work closely with you, your family and gatekeeper to define evolving objectives and achieve them.
KPMG Family Office Services
- Introduction
- Family Office Consulting
- Family Advisory
- Risk Management
- Strategy, Business and Operating Model Advisory
- Tax Strategy
- Deal Advisory
- ESG
- Accounting, Reporting, and Administration
- Asset protection and succession
Eight key areas
Family Office Consulting
Our family office consulting team advises families of exceptional financial success by providing customised advice and solutions to assist them to build, operate and develop their family offices. The family office is an important tool to oversee and grow assets, as well as plan for the successful wealth transition to future generations. Our team has extensive experience and knowledge on topics that are critical for families to create legacies that last for generations to come.
- Establish a single family office
- Professionalise a family office
- Family wealth strategy
- Governance and process
- Family office compensation benchmarking
- Reporting and IT
Family Advisory
Many families of wealth are successful at addressing the issues that impact them throughout the lifecycle of their family and their wealth. Working alongside families to manage these complex changes, we facilitate the often-sensitive discussions with clear frameworks and processes. This approach lets us co-create solutions and outcomes that are aligned to each unique family.
- Family dynamics
- Transition and continuity planning
- Learning and development
- Governance
- Family council advisory
- Meeting facilitation
- Next Generation development
- Asset protection and succession
Risk Management
Understanding and managing risk is critical in navigating your family and your business through a world of growing complexity. Our tailored approach focuses on bringing discipline, control and responsibility to the areas that impact you, including financial, business, ownership, family and reputational risk.
- Cybersecurity
- Cyber transformation
- Risk assessment and management
- Policies, processes and internal controls
- Forensic – Corporate intelligence
- Forensic – Cyber response
- Forensic – Data analytics
Strategy, Business and Operating Model Advisory
You want to be confident that your family office is set up with the right business and operating model that can support the needs of your clients. Our business advisory team can provide the support that you need to help you to put in place the right processes, talent, and the supporting technologies for you to focus on serving your clients.
- Core business processes
- People and talent
- Technology
- Investment advisory
Tax Strategy
Staying up-to-date on your current tax situation, taxation or the next generation, and the latest tax changes and opportunities can be overwhelming. We can help ease that burden by enhancing and preserving your wealth through our strategic, long-term approach to tax planning.
- Tax planning
- Intergenerational wealth
- Acquisition and disposition planning
- Cross border and international tax
- Luxury assets
- Structured giving
- Asset protection
- Worldwide tax compliance
Deal Advisory
We can help you successfully grow and transition your business with proper planning, preparation and analysis.
- M&A services
- Buy/sell due diligence
- Rapid Performance Improvement (RPI)
- Business succession
- Market analysis
- Business valuation
- Debt and financing strategy
- Restructuring and optimization
ESG
We believe environmental, social and governance (ESG) are best achieved when family-defined values are combined with their investment and philanthropic ambitions. We support families with personalized, end-to-end solutions for their ESG journey.
- Strategy
- Evaluation
- Learning and development
- Governance and operations
- SRI, ESG and impact investing
Accounting, Reporting, and Administration
Having accurate information for you and the entire family is essential to planning and managing your wealth strategy.
- Bookkeeping, accounting and compliance
- Consolidated reporting
- Document management
- Bill payment coordination
- Administration and business support
- Payroll processing
- Statutory financial statements and audit assistance
Asset protection and succession
Protecting your family wealth and establishing a lasting legacy requires a multi-disciplined approach, which often involves legal, tax, wealth structuring and family governance. Our multi-disciplinary team can help you design a tailor-made succession and asset protection plan to help you achieve your long-term goals.
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Upcoming events
Stay tuned for the upcoming Family Office events…..
