Katherine Karcz

Katherine Karcz

Director, Family Business & Private Clients, Enterprise

KPMG Australia

Katherine is a trusted adviser with more than 10 years' experience in providing advice to family-owned, privately-owned and private equity backed businesses, as well as high net wealth families and their family offices.

She works closely with her private clients to provide financial, taxation, on-demand CFO, structuring and governance advice that is tailored to their particular circumstances.

Katherine particularly enjoys working with family owned groups and guiding them through the challenges of ownership and leadership succession, structuring and governance mechanisms.

Katherine's areas of specialisation include:

  • Family business
  • Family office
  • Private companies
  • Asset protection
  • Succession planning
  • CFO on-demand
  • Board advisory
Areas of expertise
Enterprise Family Owned Businesses Financial Management High Net Worth Individuals Middle Market Private companies Private equity backed Tax planning
Education and qualifications
  • Bachelor of Commerce (Accounting and Finance), University of New South Wales

  • STEP Advanced Certificate in Advising the Family Business, Society of Trust and Estate Practitioners

Accreditation
  • Member of the Institute of Chartered Accountants

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