close
Share with your friends

Experience life.
Your family.
Your wealth.

KPMG Family Office

Securing your freedom

At KPMG, we understand the abundance of issues faced by families and family offices, and are able to help navigate those issues through a highly personalized and confidential approach.

Whether you are seeking a team that can operate as your family office, build a customized family office for you, or provide independent specialized services for your established family office, our first concern is your peace of mind.

KPMG as your Family Office

As your family office, our team works closely with you and your family to define and achieve your evolving objectives.

With KPMG, you can benefit from a fully outsourced family office solution. Gain access to impartial professionals, proprietary wealth and risk mitigation strategies and technologies, estate planning insights, and customized reporting, so you can get the help you need to ensure your family prospers today and for generations ahead.

Read more
Intro 2

Supporting your established Family Office

KPMG's Family Office team works collaboratively with established family offices to provide specialized skills and strengthen existing capabilities.

Your office, our professionals. Our team works shoulder-to-shoulder with established family office teams to help unlock greater value, operate more efficiently, and navigate the many obstacles ahead.

Read more
Intro 3
How can we support you?
Get in touch

Services

Experience life.
Your family.
Your wealth.
Family continuity

Family continuity

Bonding generations to family values

Read more
Wealth strategy

Wealth strategy

Our independence delivers objective financial analysis

Read more
Tax efficiency

Tax efficiency

Planning your current tax situation and taxes for the next generation

Read more
Impact ventures

Impact ventures

Supporting your family’s strategy to help maximize impact

Read more
Life admin

Life admin

Experience life, don't manage it

Read more

Meet our team

The KPMG Family Office team is a group of highly specialized individuals with years of experience supporting families and their businesses.

Whether you are seeking a team that can operate as your family office, build a customized family office for you, or provide independent specialized services for your established family office, we can help.

Filter per region

Jonathan Kallner

Canadian Managing Partner, Clients and Markets
Jonathan brings over 30 years of experience serving private clients and families in the retail, manufacturing, distribution, transportation, life sciences and technology industries. Jonathan specializes in private financings, public offerings, and US and Canadian public reporting. He works with families, Boards and shareholders to address strategy, risk, planning and corporate governance issues.
Contact me

Mary Jo Fedy

National Enterprise Leader, KPMG Enterprise
With over 30 years of experience serving privately held companies and owner managed businesses, Mary Jo provides pro-active, hands-on service to address her clients’ needs, including financing, budgeting, strategic planning, attestation services, tax planning and tax compliance. In addition to volunteering within the community, Mary Jo is a KPMG Enterprise business adviser and serves as a member of the Board of Directors for KPMG in Canada.
Contact me

Dan Adams

Leader, KPMG Enterprise, Calgary
Dan has served private company and family enterprise clients and their communities for more than 20 years. He currently leads the KPMG Enterprise Calgary group. He provides audit, tax and business advisory services for private companies and takes pride in his client-focused approach.
Contact me

Dave Adams

Office Managing Partner, Vernon
A recognized tax specialist with over 25 years of experience, Dave is the Partner in charge of KPMG’s Tax practice in Vernon. Dave’s primary focus is tax and advisory services for private business families, their companies and their shareholders. He has extensive experience advising clients on acquisitions and divestures, effective structuring of their operations, compensation strategies, and estate and succession planning.
Contact me

Richa Arora

Family Advisor, KPMG Family Office
Richa helps affluent families align their core values and purpose with their business strategy, family governance and legacy planning. She brings over 18 years of diverse global experience to the Family Office team. As a Family Office advisor, Richa serves as a primary relationship link between family office clients, internal and external subject matter experts, and financial institutional partners.
Contact me

Ed Bartucci

Senior Relationship Manager, KPMG Enterprise
Ed has specialized in taxation matters since 1980 and has assisted many entrepreneurs and business families in arranging their business affairs to lower both personal and corporate taxation. In addition, Ed has provided assistance with family business succession matters. Ed has been with KPMG for over 38 years advising private owners in various areas of family governance and business succession.
Contact me

Tania Carnegie

Leader and Chief Catalyst, Impact Ventures
As recognized global leader in strategic philanthropy and impact investing, Tania is responsible for developing family impact strategies that maximize the long-term value creation potential of philanthropy, investments and operating businesses.
Contact me

Steven Carreiro

Tax Partner, KPMG Enterprise
With over 23 years of experience, Steve works exclusively with private businesses addressing their financial, tax, business and compliance issues. Steve advises many large private corporations and their shareholders on a broad range of taxation and business matters including corporate reorganizations, business and financing structures, disposition and acquisition transactions, estate and succession planning and employee/shareholder compensation.
Contact me

John Fabbro

Partner, GTA Tax Enterprise leader
John is a Tax Partner in KPMG’s GTA Enterprise practice with 25 years of experience providing tax services to private companies and owners in a number of sectors. John helps business families deal with succession through estate planning, including the use of life insurance, donation planning and the effective use of private foundations.
Contact me

Eric Favreau

Executive Director, Corporate Finance & Family Office
Eric leads the KPMG Family Office practice in Quebec. Eric has over 30 years of experience in corporate finance, private equity, venture capital, and mergers & acquisitions. During his career, Eric advised entrepreneurs on corporate, estate and tax planning issues. Previously, Eric was CFO of various publicly traded, venture backed and private companies in the manufacturing, technology and entertainment sectors.
Contact me

Carla Figliomeni

Partner, Estates and Trusts, KPMG Law LLP
Carla specializes in trusts and estates and personal tax planning. Carla helps Family Office clients to develop and implement cohesive tax and estate plans that reflect their financial objectives and their short and long-term goals. Carla’s practice encompasses domestic and cross-border estate planning, including Canada-US planning and planning involving common law and civil law jurisdictions and forced heirship regimes.
Contact me

Helena Gagne

Executive Director, KPMG Enterprise, Family Office
With experience in corporate tax planning and estate and personal planning, Helena advises clients on the development and implementation of tax optimization strategies and structures that allow the accumulation and transfer of wealth. Helena has also taught law courses at the Master of Laws (Taxation) at HEC Montréal and she regularly gives lectures on the topics of tax and estate planning and trust law.
Contact me

Perry Muhlbier

Family Enterprise Advisor, KPMG Enterprise
Perry is an experienced advisor to family businesses helping family members assess their readiness for the succession process and navigate through transition issues. Perry facilitates the development of tailored governance structures and management and ownership transition plans.
Contact me

Nicole Osolinsky

Tax Partner, KPMG Enterprise
Nicole has over 25 years of experience working with private companies and their enterprising families, specifically in the areas of corporate reorganization, divestitures, and estate planning. She also works with high net worth individuals and her enterprise family clients to understand their goals beyond their tax needs including their long term plans for wealth, governance and future legacy.
Contact me

Lorne Shillinger

Partner, Tax, Family Office Leader, GTA
Lorne is a Senior Tax Partner with over 34 years of experience. Lorne advises on complex taxation issues associated with effective structuring of domestic and international real estate operations, tax-advantaged real estate acquisitions, disposition and financing strategies, reorganizations, IPOs and has extensive experience advising entrepreneurial clients and family offices on shareholder, succession, charity, trust and estate planning.
Contact me

Sarah Tkachuk

Family Enterprise Advisor, KPMG Enterprise
Sarah specializes in helping family businesses and entrepreneurs as their tax and business adviser. Sarah leads the tax practice in Regina, Saskatchewan and is a FAMILY ENTERPRISE ADVISOR™ certificant. She is dedicated to assisting family-owned and -operated businesses to effectively deal with continuity of the family business and succession of ownership and management to the next generation.
Contact me

Daniel Trimarchi

Family Business Advisor, KPMG Enterprise
Daniel specializes in family business governance and succession planning with business families of various sizes and complexities. Daniel works with these business families to understand their objectives and definitions of success through facilitating a consulting process which allows them to create an effective plan for the future governance of their business and wider enterprise.
Contact me

Gary Zed

Family Advisor, KPMG Family Office
Gary brings an innovative perspective to the KPMG Family Office Practice. An internationally recognized tax lawyer serving many of Canada’s wealthiest families, Gary’s clients include entrepreneurs, senior corporate executives and generational wealth. Over 30 years, he has served in national senior executive roles in the public and private sector. His passion is counselling business families and families of wealth on succession planning and generational transitions.
Contact me

Insights and events

KPMG Private Enterprise Family Business Dynamics Assessment
An online self-diagnostic assessment that allows business families to assess their capabilities and priorities against key issues.
Learn more
QuantumShift
Learn about how you can join a network of exclusive and influential peers, made up of over 650 successful Canadian entrepreneurs.
Get more details
Family business governance: Setting your family up for success
Running a family business is a juggling act. In order for a business to grow and prosper, the needs of the family business must be balanced against the demands and expectations of family members.
Read more
FamilyShift
Five-day intensive program for Next Generation participants to enhance their overall abilities and understanding of family business.
Get more details