KPMG Family Office & Private Clients (FO&PC) practice encompasses much more than tax advice. Our clients include individuals, families, family businesses, and family offices and we invest our time in building a relationship with each client to better understand their needs and aspirations. We focus our efforts on issues of importance to our clients, which often cover family, private business, and international matters, providing advice that helps you manage tax obligations and relationships with relevant tax authorities. We understand that every family and private entity is unique and that delivering bespoke solutions to tax matters can be complex. At KPMG, we strive to provide a seamless integrated service tailored to each client.

How KPMG can help

Wealth tax advisory

Personal wealth is now global, and clients operate in an increasingly complex regulatory environment. Clients need high quality, cohesive, cross-jurisdictional advice. We provide deep, technical, and localized knowledge while still being fully integrated and aligned with the global network.
Our tax services cover advising on the jurisdictions for investment, types of investments, and tax implications on the investment returns. The aim is to achieve two key targets: tax efficiency and compliance with tax regulations.

Tax planning

KPMG provides tax planning support to clients with assets and tax residency across multiple jurisdictions. We advise on restructuring investments to align with global tax transparency requirements (e.g., Common Reporting Standard “CRS”), new regulatory updates, and economic substance requirements. Our team analyzes the tax implications associated with tax residency status, investments, assets, and applicable double tax treaties.

Tax compliance for the family office

KPMG leverages its global network to provide tax compliance services to clients with investments and assets across various jurisdictions.

Tax governance and controls

KPMG delivers a tailored dashboard that highlights information related to tax efficiencies, tax compliance, tax residency, etc.
A tax risk heat map is developed to flag potential tax challenges that may impact investment targets or trigger compliance with emerging tax regulations.

Succession planning