​Plant your family tree in rich soil

Backed by the strength of KPMG’s 150-year heritage, KPMG Family Office works with individuals and families to help manage the complexities of their wealth, so they continue on their success journey and achieve goals and aspirations.

KPMG Family Office advisors build deep-rooted relationships based on trust, integrity, and shared commitment. Our approach recognizes that every individual and family is unique, and our team across Canada and KPMG member firms globally offer personalized advice for every stage of their lives.

With our diverse perspectives and collaborative approach, our goal is to make a world of difference for the many individuals and families we work with, by giving them clarity, stability and peace of mind for today and for the future.

A truly integrated process sets us apart

Our team of dedicated professionals provides independent and objective advice on all aspects of wealth, including business, financial and personal, as clients navigate life changes, reach milestones and face moments of transition.

We bring together KPMG’s deep experience and range of services under one roof, and can help ensure that all moving parts of our clients’ wealth are aligned in eight key areas.

KPMG family office services

KPMG as your family office

A family office is the ‘ecosystem’ that an individual and/or family builds around themselves to manage their financial, business and personal matters.

Whether you are seeking a team that can operate as a full-service outsourced family office, help build a customized family office, support an existing family office, or provide specialized project-based services, our first concern is your peace of mind.

KPMG as your family office

Our services

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Frequently asked questions (FAQs)

A family office is the 'ecosystem' that people build around themselves to manage their wealth, including business, financial, and personal matters. A family office addresses:

  • The diverse needs of multi-generational and geographically dispersed families
  • New generations of entrepreneurs and executives
  • Increased complexity stemming from regulations and globalization
  • Growing interest in philanthropy and legacy planning, as well as the need for succession planning

When it comes to wealth management, a traditional wealth management firm advises clients on their investments. They typically do not assist clients in areas such as tax strategy, philanthropy, legal, and others, whereas family offices are multi-disciplinary.

Our integrated team provides services in eight key areas:

  • Tax strategy
  • Legal, estate, trusts and wills
  • Dynamics and governance
  • Wealth and investment strategy
  • Deal advisory
  • Philanthropy and impact
  • Risk management
  • Accounting, reporting and administration

Whether you are experiencing a life change, reaching a milestone or facing a transition, you may find it challenging to manage the complexities of your wealth. Our trusted, objective advisors at KPMG Family Office will work collaboratively with you to manage these complexities and help you achieve your goals and aspirations. For your family office, we can help define and achieve your evolving objectives and create solutions that are tailored to your family's needs. We recognize that every family is different, so each family office we build is as unique as the individual and family it serves.

Family Office leadership team

Our team of dedicated professionals provides independent and objective advice to individuals and families in Canada. We have specialized teams across the country, including in the Greater Toronto Area, Calgary, Montreal, Greater Vancouver Area, the Atlantic provinces, and more. Find a family office advisor near you.

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