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Katerina Polyzoi

Senior Manager, Family Business, Advisory

KPMG in Greece

Katerina is Senior Manager at KPMG Family Business Services. She joined KPMG in 2017 and she was assigned the Family Business Services, mainly in the areas of Succession and Family Governance. She holds the Certificate in Family Business Advising (CFBA) from the leading association worldwide for family enterprise professionals, the Family Firm Institute. She works with entrepreneurial families to support their unique needs, help them navigate their family governance challenges and develop their succession strategy. She consults families and businesses to achieve the fine balance between the needs of the business and the expectations of the family members.

She capitalizes on 27 years of experience in offering investment advice to High Net Worth Individuals (HNWI), designing strategies to protect individual and family wealth and coping with legal and tax issues related to investments.  

Katerina Polyzoi

Education and qualifications

  • MBA, Joint degree, Manchester Business School and University of Wales, Bangor

  • Certificate in Family Business Advising (CFBA) by Family Firm Institute (FFI)

  • BSc in Law, from the Law School of the National and Kapodistrian University of Athens

  • Professional Certification – Type B regarding the Provision of Investment Advice from the Bank of Greece

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