While your wealth can offer freedom, opportunities and choices, it can also add complexity and the volume of documentation and data together with increasing compliance obligations can be overwhelming.
How KPMG can help
KPMG Family Office provides independent, objective analysis and customised reporting that can help ease the complexities and free up your time to focus on what is really important to you. KPMG Family Office can link in with existing services provided to you by KPMG and other providers and, where identified, provide you with a pathway to any additional services you may require.
At KPMG Family Office we recognise that no two families are the same and we offer a bespoke service tailored to the specific requirements of your family. Through our collaborative approach we will assess your family’s current requirements and develop a customised roadmap to achieve your objectives. With a focus on trust, security, confidentiality, expertise and innovation we can provide your family with the services you require.
- Providing full cycle bookkeeping, transaction reconciliation and data analysis.
- Preparation of personalised reports providing you with the information you need to manage and protect your family's wealth.
- The review and analysis of documents and data for the purpose of organising, structuring or simply identifying any gaps that may exist in your files.
- Providing you with more coordinated access to the correct documentation and information will simplify your interaction with third parties, reduce costly time delays and simplify meeting your compliance deadlines.
Liaising with third parties to manage a specific project or part of a project, freeing up your time to focus on other priorities or indeed your next project!
Allowing you to make more informed choices based on independent, objective and unbiased insights related to your overall portfolio and your financial providers.
Bespoke, comprehensive and transparent reporting across your entire investment portfolio.
Putting you in contact with the right service providers to optimise your current portfolio in addition to planning for the years ahead.
Nothing stays the same be it the public markets or family dynamics. Opportunities and risk levels can change, Stephen can act as a unique sounding board when such opportunities or events arise.
Contact our Family Office team
For informed guidance on Family Office issues, please contact our team below - we'd be delighted to hear from you.