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      How can we help

      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

        We help you to design/review the core business processes, governance and controls needed.  From investment processes to product due diligence.  We can also support you to design your service delivery model, to determine key processes that should be in-sourced vs. those that would be better outsourced.  

      • People and talent

        We can support you in developing and implementing your talent strategy.  Ranging from designing an appropriate organisation structure, identify roles and responsibilities, and the required talent.  We can also provide market benchmark on remuneration/compensation to support you in designing your own compensation structure.  

      • Technology

        The technology architecture of a family office can be get complicated very quickly.  As family office will be interacting with multiple service providers across the ecosystem, there are also important considerations on technology compatibility, and ease of interfaces with other partners in the ecosystem.  We can advise on the appropriate enabling technology to meet your objectives.  The right technology needs to be able to both protect family privacy, support timely strategic planning and decision-making while at the same time, mitigate risks.

      • Investment advisory

        Family office deals with a wide variety of investment options – on direct investment, co-investment, to investments into the financial markets, using different vehicles/structures.  Successful investment should consider the client’s needs, objectives, and the regulatory and tax implications.  We believe it is critical to educate clients about their investment options/structuring, and understand the benefits and limitations of each.  We have a multi-disciplinary team to assist you to navigate the complexities for each deal, ranging from due diligence (commercial/financial/tax/regulatory), to valuation and structuring.  


      Family office consulting services brochure

      Family office consulting services brochure

      KPMG Private Enterprise
      Family office services

      Family office services

      KPMG Private Enterprise

      Related services

      KPMG Private Enterprise advisers understand what is important to you and can help you navigate your challenges.

      Customized solutions to help you manage your wealth and secure you and your family's ever-evolving goals

      Contact us

      Contact for Hong Kong SAR China

      Jianing Song
      Jia Ning Song

      Head of Advisory, Hong Kong SAR

      KPMG China

      Contact for Chinese Mainland

      James zheng
      James Zheng

      Head of Transformation Consulting

      KPMG China


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      Find out how KPMG's expertise can help you and your company.