Family office services

Family Office Services

We understand that every family is different and provide tailored advice for our clients.

We understand that every family is different and provide tailored advice for our clients.

KPMG’s Family Office Services team understand that every family is different so we provide bespoke advice to establish and operate your family office and grow and preserve your energy.

No two families are identical and the same goes for family offices. But whatever your family office does, there can come a time when it needs some external support.

The way KPMG offers that support stems from one key insight: that the term “family office” is just a flexible concept. And so we believe that a one-size-fits-all approach to family offices cannot work. Whether you are thinking about creating a family office for the first time or involved with a significant and long-established operation, every case requires a unique approach.

That is why, rather than having a set list of family office products, we focus on having a team of specialists who draw on the wider experience from all areas of our global practice to suit each client and their challenges. 

Our family office clients are currently drawing on the following areas of specialist expertise:

  • Reviews of operations and governance
  • Business intelligence
  • Corporate finance
  • Corporate governance, regulatory & compliance advice
  • Cyber Security
  • Due diligence
  • Family business consulting
  • Family governance
  • Financial modelling of family’s wealth
  • Financial risk management
  • Forensic accounting
  • Indirect tax including VAT, stamp duty, transfer pricing and luxury asset expertise
  • Internal audit strategic sourcing
  • Investment consulting and advisory services
  • IT advisory services
  • Management consulting and operating model design
  • Partnerships and joint ventures
  • Personal tax and structuring advice
  • Private client advisory
  • Tax compliance
  • Small business accounting, book keeping and payroll
  • Specific country and sector expertise
  • Statutory and non-statutory audit
  • Structural reviews
  • Technology reviews
  • Transaction support for buying or selling a business

Whatever your family office’s needs, we have people who can help.

View the KPMG Family Enterprise infographic here. For further information download our Family Office Services brochure (PDF 2.5 MB), get in touch with your usual KPMG contact or Catherine Grum, Head of KPMG Family Offices Services.

Connect with us

 

Request for proposal

 

Submit

Contact

The Future for Family Offices

Looking ahead to the opportunities & challenges for wealthy individuals and family offices

 
Read more

Personal Perspectives

Personal Perspectives covers a variety of contemporary points relevant to Private Clients.

 
Read more

Changes to non-dom tax rules ahead

There are significant changes on the horizon for non-UK domiciled individuals in the UK.

 
Read more

Tax Disputes and Investigations

We help with a tax investigation or making a voluntary disclosure to the tax authorities.

 
Read more