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Experience life.
Your family.
Your wealth.

KPMG Family Office

Securing your freedom

At KPMG, we understand the abundance of issues faced by wealthy families and family offices, and are able to help navigate those issues through a highly customized and personalized 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 as your family office, you'll have access to the impartial professionals, proprietary wealth and risk mitigation strategies and technologies, estate-planning insights, and customized reporting that will help ensure your family prospers both today and for generations ahead.

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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. 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.

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Services

Experience life.
Your family.
Your wealth.

Family continuity

Bonding generations to family values

Wealth strategy

Our independence delivers objective ﬁnancial analysis

Tax efficiency

Planning your current tax situation and taxes for the next generation

Impact ventures

Supporting your family’s strategy to help maximize impact

Life admin

Experience life, don't manage it

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.

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Mario Paron

Canadian Managing Partner, KPMG Enterprise

Mario has over 25 years of experience helping private companies and their owners to maximize value and meet business goals and aspirations. As Canadian Managing Partner, Mario brings to the table a vast knowledge of Canada’s entrepreneurial landscape, and many years of experience working with some of Canada’s most successful family-owned businesses.

Carolyn Cole

Vice President, KPMG Enterprise, Family Office

Carolyn Cole is a leader in the KPMG Family Office practice and has worked closely with family-owned and -operated companies, advising some of Canada’s most successful families. Carolyn’s combination of skills and experience gives her clients the advantage of integrated advice and strategy that encompasses both the business and the family.

Jonathan Kallner

Canadian Managing Partner, Clients and Markets

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

Tania Carnegie

Leader and Chief Catalyst, Impact Ventures

A recognized global leader in impact investing, Tania is responsible for devising and bringing to life KPMG’s Impact strategy and for advising clients on developing strategies that leverage impact as a means to drive long-term value creation.

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.

Krista Thompson

Family Office Partner, Advisory

Krista has over 25 years of experience helping mid-market, private and family enterprise clients, as well as large global businesses, grow. She has first-hand experience as an owner-operator for a variety of companies. Krista works with clients to plan for succession and help manage the transition required to prepare new leaders, deliver shareholder education, and assess and manage family dynamics.

Carla Figliomeni

Partner, Estates and Trusts, KPMG Law LLP

Carla specializes in trusts and estates and personal tax planning. Carla helps her 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.

John Fabbro

Tax Partner, KPMG LLP

John is a Tax Partner in KPMG’s GTA Enterprise practice and with 25 years of experience providing tax services to Canadian-owned private companies in a number of sectors. John helps his clients deal with succession through estate planning which includes the use of life insurance and donation planning through effective use of private foundations.

Chris Sexton

Partner, Family Office / Enterprise / M&A Tax

Chris is a Senior Tax Partner in KPMG’s GTA Enterprise Tax practice. He has over 25 years of experience providing tax advisory services to public and private corporate clients and to high net worth families. He is broadly experienced in Canadian tax matters including income tax planning, trust and estate tax planning, shareholder agreements, public markets transactions, corporate reorganizations, and divestitures.

Ed Bartucci

Senior Relationship Manager, KPMG Enterprise

Ed has specialized in taxation matters since 1980 and has assisted many entrepreneurs 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.

Mike Fahrmann

Partner, KPMG Enterprise, Taxation

Mike is a Partner in in Vancouver specializing in Canadian taxation. Over his 34 years in public practice, Mike has worked with a variety of public and private companies providing taxation and business advisory services. In recent years Mike has worked with business families to help integrate family, business and ownership elements and to ensure family harmony and long-term prosperity.

Dan Adams

Leader, KPMG Enterprise, Calgary

Dan has served his clients and the community for more than 20 years and 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.

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 planning and business advisory services for private 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.

Colin Miller

Office Managing Partner, Lethbridge

With over 15 years of experience, Colin specializes in assisting clients in corporate and personal income tax advisory and tax compliance services with a particular focus on the agricultural industry. He has published on tax management strategies for farmers and spoken at the Agriculture Update for Professionals seminar sponsored by Alberta Agriculture and Rural Development.

Eric Favreau

Executive Director, Corporate Finance & Wealth Management

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.

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.

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.

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.

Insights and events

KPMG Family Office Signature Education Series - Toronto

Join KPMG Family Office professionals at this exclusive education series for Canada’s most successful business families.

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

Succession planning in family business: start early

Handing a family business to the next generation is a major process, from selecting and developing the successors, to protecting the brand reputation and retaining knowledge – but the effort is crucial to develop a sustainable organisation for years to come.

FamilyShift

Five-day intensive program for Next Generation participants to enhance their overall abilities and understanding of family business.

Get more details