Vice President, KPMG Enterprise, Family Office
KPMG in Canada
Carolyn Cole brings 20 years of strategic advising to entrepreneurs and their families into her role as Vice President, KPMG Family Office. Carolyn guides families as they clarify their objectives, find efficiencies, and define their legacy while mitigating their risks. Carolyn’s impartial lens and breadth of experience enables her to knowledgably collaborate with diverse subject matter experts in order to deliver a highly customized family office.
KPMG Family Office is a multi-disciplinary platform that integrates information and advice from a numerous professionals who are serving the same family. As a leader and subject matter expert Carolyn analyses how a clients’ family dynamics, business structures, revenue streams, tax implications, personal investments, estate planning, philanthropic involvement, and many other family matters result in both intended and unintended outcomes. With line of sight on the moving parts of an enterprising family, adjustments can be proactively made for intended results.
Carolyn has worked closely with family owned and operated companies across Canada, advising some of Canada’s most successful families. Carolyn’s combination of skills and experience gives her clients the unique advantage of integrated advice and strategy that encompasses business, family and ownership structures. She has recently become a contributor to KPMG Global Family Business and Family Office with thought leadership publications.
Carolyn’s career spans three of Canada’s largest financial institutions. She worked directly with ultra-high net-worth families in the areas of comprehensive wealth strategy, financial planning, trust and estate planning, investment counsel, investment advice, private banking, and non-traditional investments. Additionally, Carolyn advised on many family-centric matters that her clients required.
Carolyn graduated with distinction from the University of British Columbia with a Bachelor of Business Administration, and has completed her Canadian Securities Course, Personal Financial Planning Course, and Certified Financial Planning designation. She is currently enrolled to achieve her Family Enterprise Advisor designation.