KPMG Family Office KPMG Family Office KPMG Family Office

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 can continue on their success journey and thrive for generations to come.

We 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 globally offers personalized advice for every stage of their lives.

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

Own the journey. Let’s do this.

We are recognized for the quality of our independent, objective advice and the profound impact on the lives of individuals and families we serve. We bring together KPMG’s deep experience and range of services under one roof, ensuring that all moving parts of our clients’ wealth are aligned in eight key areas.

Tax strategy

• Tax planning
• Intergenerational wealth
• Acquisition and disposition planning
• US cross border and international tax
• Luxury assets
• Structured giving
• Asset protection
• Worldwide tax compliance

Legal, estate, trusts and wills

• Trusts and wills
• Estate freezes and family trusts
• Income taxes and probate fees
• Complex situations
• Incapacity planning
• Philanthropy

Dynamics and governance

• Family dynamics
• Transition and continuity planning
• Learning and development
• Governance
• Family board advisory
• Meeting facilitation and retreats

Wealth and investment strategy

• Goal-based planning
• Portfolio review and analysis
• Investment policy development
• Due diligence manager introductions
• Financial risk management
• SRI, ESG and impact investing

Deal advisory

• M&A services
• Buy / sell due diligence
• Rapid performance improvement
• Business succession
• Market analysis
• Business valuation
• Debt and financing strategy
• Restructuring and optimization

Philanthropy and impact

• Strategy
• Structure
• Governance and operations
• Evaluation
• Learning and development
• SRI, ESG and impact investing

Risk management

• Cyber security
• IT management
• Forensic data analytics
• Forensic corporate intelligence
• Regulatory compliance

Accounting, reporting and admin

• Bookkeeping, accounting and compliance
• Consolidated reporting
• Document management
• Bill payment coordination
• Admin and business support

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.