Catherine Grum

Head of Family Office Services

KPMG in the UK

As Head of Family Office Services, Catherine helps enterprising families establish and run their family offices.

Catherine acts as a sounding board and trusted adviser to family members and senior family office executives. Catherine has advised on the creation of family offices following the sale of a family business and the restructuring of family enterprises to separate out the family’s broader portfolio of investments from their operating business. She works closely with colleagues across the UK and internationally to help established family offices review their operations to improve efficiency, access to information and risk management. She also provides support and advice in relation to their diverse portfolios of assets from transaction support and tax advice to access to new investment opportunities. 

Catherine has a legal background, starting her career at Allen & Overy. More recent roles have included Head of Wealth Advisory (EMEA) for Barclays and Head of Private Office for Salamanca Group. 

Areas of expertise

Enterprise Family Business Governance Family Owned Businesses High Net Worth Individuals Middle Market Small Enterprises Succession planning Trusts Wealth Management

Education and qualifications

  • University of Oxford MA (Oxon), Jurisprudence 1998 – 2001

Accreditation

  • Trust & Estates Practitioner (STEP)

Community Involvement

  • STEP International Committee Member

  • Spears Editorial Advisory Board Member

Connect With Me

  • London, GB
 

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