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KPMG as your family office

KPMG as your family office

With KPMG as your family office, you'll have access to the impartial professionals, proprietary wealth and risk mitigation strategies and technologies, estate-planning insights, and leading-edge customized reporting that will help ensure your family prospers both today and for generations ahead.

What's more, you can take the reins however and wherever you see fit or leave the work to us. Whether you need help establishing a family office for you to run or want KPMG to act as your full-service family office, or any variation in between, we will help determine and build a model that works best for your family.

How we can help

KPMG's Family Office team knows what it takes to plan ahead, and how to leverage your wealth to help secure your family's ever-evolving goals. We're also well versed in navigating the challenges and concerns of planning for the future, be it related to succession planning, trust and estate planning, tax law, asset allocation, business ownership, philanthropic goals, or anything of value to you.

KPMG as your family office graph

Why choose KPMG?

You’ve worked hard to build your business and create a legacy for your family. Our team of independent professionals can help you define and build what comes next. Working with you and your family, we will help build and execute a plan that is catered to your family's goals and objectives.

For decades, KPMG has provided support and counsel to many of the country's most prosperous entrepreneurs and families. We take pride in the trust we've built and the legacies we have helped define.

Contact one of our Family Office professionals for more on how we can help support your family.

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