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Supporting your established family office

Supporting your established family office

Your office, our professionals. KPMG's Family Office team works shoulder-to-shoulder with established family offices to provide specialized skills and strengthen existing capabilities. Our specialists can help your family office unlock greater value, operate more efficiently, and navigate the many obstacles ahead.

Why choose KPMG?

When it comes to families, there is strength in numbers. Working with our Family Office team means access to a global network of unbiased and independent KPMG advisors across 153 member firms, cutting edge resources, and a broad range of multi-disciplinary skills. Drawing from our local and international experience, our team works collaboratively with ultra-high net-worth individuals, entrepreneurs, families, and family offices to achieve their current and future ambitions.
KPMG's specialists offer a tailored suite of services including:

  • Family office establishment and optimization
  • Tax compliance and planning
  • Trust and estate planning
  • Money manager due diligence and performance assessments
  • Proprietary family office software implementation
  • Family office audits and assessments
  • Family office support services (family continuity, impact giving, etc.)
  • Deal sourcing and execution
  • Cybersecurity, and more.

Whether designing your office's blueprint or developing its strategy, assessing your assets or seeking advice on a specific issue or transaction, the KPMG Family Office team’s priority is helping you successfully manage your wealth and legacy.

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

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