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.
University of Oxford MA (Oxon), Jurisprudence 1998 – 2001
Trust & Estates Practitioner (STEP)
STEP International Committee Member
Spears Editorial Advisory Board Member