Wealth strategy Wealth strategy

Ideally, wealth brings you freedom.

But many families find that wealth and  wealth management add complexity and even stress. KPMG Multi Family Office Monaco, supported by its dedicated professionals  and its wealth monitoring and reporting  tools, provides independent and  objective analysis of investment  performance, based on a fee-for-service  remuneration.

• Independent wealth analysis
• Implication analysis and buy-side strategy
• Risk overview
• Cash flow budgeting

Allows you to make decisions and fine tune on the basis of independent and objective analysis that also leverages our monitoring and reporting tools.

To ensure you consider your ownership structure and all the tax implications before you invest.

For risk assessment and asset  protection supported by consolidated reporting.

For cash flow projections and  management.

Contact KPMG Multi Family Office Monaco to learn more about our wealth strategy services for more information on how we can help support your family office.

Want to do business with KPMG MFO? Submit your request for proposal online and we will get back to you as soon as possible.