Family offices and private client services

Helping family offices and private clients stay ahead of change.

Brad Sprong

Brad Sprong

Office Managing Partner, Tax, KPMG (US)

+1 816-802-5270

Webcast replay: Tax Reform’s Impact on Individual Taxpayers / Family Offices

Is your family office still trying to make sense of how the 2017 tax legislation might affect its future business planning? If so, we invite you to listen to the replay of our March 28th TaxWatch webcast, where professionals from our Family Offices and Private Client Services group specifically discuss the changes brought upon by the 2017 tax legislation and how they affect family offices, and how your family office can best plan ahead.

 

 

 

Now available! KPMG's 2019 Personal Tax Planning Guide

Prepared by tax professionals from our Washington National Tax office, the guide provides valuable information about the new changes to the tax laws while providing corresponding planning tips.

In addition to chapters on individual income tax planning, planning for your business, and investment-related tax issues, the guide includes information for higher-income taxpayers concerning retirement planning, charitable giving, and estate and gift planning.

Download the guide here

 

 

 
 

Continuing support for you, your family office, and your business

Family offices and privately held businesses and their owners have unique challenges. How can you possibly stay ahead of a constantly evolving tax landscape and feel confident you are making the right financial decisions for yourself and your family while continuing to grow your business for future generations?

KPMG LLP’s Family Offices and Private Client Services group is a national network of professionals dedicated to helping family offices and private companies and their owners understand emerging tax changes at the business and individual levels. They can help you achieve your business and family's financial goals for now and for future generations.

Who we serve and how we help

We work with family offices, private clients, closely held businesses and their owners, their families, and their senior executives to provide integrated tax advice, planning and compliance services. Take a closer look at where our skills, knowledge and informed perspectives can add value:

  • Business Tax Advice and Planning
  • Individual Tax Advice and Planning
  • Estate and Gift Tax Advice and Planning
  • Trust and Estate Administration Tax Advice and Planning
  • Compensation and Benefits and Employee Stock Ownership Plans

 

Family business dynamics

Tax considerations

There are many facets of tax that can potentially affect the creation, growth, and prosperity of a family business. KPMG offers sophisticated, coordinated, and proactive services to family owned companies, their owners, senior executives, and families throughout each stage of the business life cycle. This includes assistance in growing or selling the business, succession planning, asset transfers, wealth preservation, and charitable giving. Our tax professionals have the wisdom and practical experience to steer family businesses around obstacles and help them quickly and agilely seize upon opportunities as they arise.

Click here to discover how KPMG professionals can assist your family business manage any potential risks or issues that may develop.

 

Tax insights for family offices, privately held companies and family businesses

Chief Tax Officer Study-Private Company Outlook

Our outlook survey of CTOs included 138 CTOs from private companies. Read our addendum report that compares private company CTO responses to those of the CTO's from public companies.

Transforming your privately held business

Discover how our CHBO Network can help steer privately held business owners and executives around obstacles and act upon opportunities as they arise.

Exiting the Business: What Are the Tax Implications?

Read a chapter written by KPMG's Brian Hughes and Andrew Cherry from "The Entrepreneur's Roadmap," a book published by the New York Stock Exchange.

Subscribe to KPMG’s Family Office Insights

Sign up for our mailing list to stay informed on the latest news for family offices

Private Markets Group

Helping private companies drive growth through each stage of the business life cycle.

Trust Tax Services

Guidance in managing your client's estate and trust taxes.

KPMG's individual tax services may only be provided to owners and senior executives of private business clients of the firm or in connection with global mobility services or bank trust outsourcing services.