Family Offices and Private Client Services
Helping family offices and private clients stay ahead of change.
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.
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:
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.
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.