KPMG Family Office

Always looking forward. A family office should be built around your unique needs with a team that takes the time to get to know you. A team who understands the complexity wealth can bring—to help turn uncertainty into opportunity. A team who act proactively, not reactively—to offer a way forward. That’s KPMG Family Office. Our team brings together KPMG’s deep experience and range of services, and we provide independent and objective advice on all aspects of wealth, including ...read more
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This information provided by KPMG Family Office

Who We Are

Always looking forward

Not all family offices are created equal.

A family office should be built around your unique needs with a team that takes the time to get to know you. A team who understands the complexity wealth can bring—to help turn uncertainty into opportunity. A team who act proactively, not reactively—to offer a way forward.

 

That’s KPMG Family Office.

Our approach is based on an unwavering commitment to you and your family that is cultivated through deep-rooted relationships, trust, integrity, and a shared set of values. That commitment is backed by knowledge, understanding, planning and communication with you. We help you stay on top of it all by assembling a diverse, forward-looking team that is designed specifically for you, and able to align to your unique needs.

What We Do

KPMG as your family office

A family office is the ‘ecosystem’ that an individual and/or family builds around themselves to manage their financial, business and personal matters.

Our KPMG client strategy teams work together to create a customized, integrated wealth strategy, ensuring that all moving parts of our clients’ wealth are aligned in eight key areas:

  • Tax strategy;
  • Legal, estate, trusts and wills;
  • Dynamics and governance;
  • Wealth and investment strategy;
  • Deal advisory;
  • Philanthropy and impact;
  • Risk management; and
  • Accounting, reporting and administration.

Whether it is working with our clients to

  1. operate as a full-service outsourced family office;
  2. help build a customized family office;
  3. support an existing family office; or
  4. provide specialized project-based services; our first concern is our clients’ peace of mind.
What's Special About Us?

A truly integrated process sets us apart

Our team of dedicated professionals provides independent and objective advice on all aspects of wealth, including financial, business and personal, as clients navigate life changes, reach milestones and face moments of transition.

Established in 1869

Backed by the strength of KPMG’s 150-year heritage, we are one of the largest providers of audit, tax, law and advisory services in Canada and Globally.

 

Dedicated to your success journey

Our team is dedicated to successful individuals, private business owners and the families behind them. Our approach recognizes that every individual and family is unique, and our team across Canada and globally offers personalized advice for every stage of their lives.

 

Independent advice

We are recognized for the quality of our truly independent, objective advice, and the profound impact on the lives of individuals and families we serve.

 

Integrated process

We bring together KPMG’s deep experience and range of services under one roof, and help clients align their wealth with their personal and business goals, core values and unique family needs.

See the Glossary for definitions of these metrics.

This information provided by KPMG Family Office

How does your firm deliver integrated services and what does that mean for your clients?: 

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Always looking forward

Not all family offices are created equal.

A family office should be built around your unique needs with a team that takes the time to get to know you. A team who understands the complexity wealth can bring—to help turn uncertainty into opportunity. A team who act proactively, not reactively—to offer a way forward.

That’s KPMG Family Office.

Our approach is based on an unwavering commitment to you and your family that is cultivated through deep-rooted relationships, trust, integrity, and a shared set of values. That commitment is backed by knowledge, understanding, planning and communication with you. We help you stay on top of it all by assembling a diverse, forward-looking team that is designed specifically for you, and able to align to your unique needs.

What core services do you provide for your average client profile?: 

We bring together KPMG’s deep experience and range of services under one roof, ensuring that all moving parts of our clients’ wealth are aligned in eight key areas:

  1. Tax Strategy
  2. Legal, Estates, Trusts and Wills
  3. Dynamics and Governance
  4. Wealth and Investment Strategy
  5. Deal Advisory
  6. Philanthropy & Impact
  7. Risk Management
  8. Accounting, Reporting and Administration.

Whether you are seeking a team that can operate as a full-service outsourced family office, help build a customized family office, support an existing family office, or provide specialized project-based services, our first concern is your peace of mind.

What are the top three characteristics that distinguish your firm the most from your competitors?: 

We can help clients align their wealth with their personal and business goals, core values and unique family needs. 

We are recognized for the quality of our independent, objective and integrated advice, as well as the profound impact on the lives of individuals and families we serve.

See the Glossary for definitions of these metrics.

This information provided by KPMG Family Office

Background

Year Firm Established: 
1869

Stats

As of date: 
Wednesday, August 25, 2021

See the Glossary for definitions of these metrics.

FOX Knowledge Center Contributions: 

The 2023 Global Family Office Compensation Benchmark Report

Tuesday, June 27, 2023

A Road Well-Traveled: How Family Businesses Are Guiding the Sustainability Journey

Friday, April 28, 2023

Global Family Business Tax Monitor 2023

Wednesday, March 29, 2023

Redefining Wealth in Business Families

Friday, January 27, 2023

Good for Business, Good for the World

Thursday, July 14, 2022

Sustaining a Culture of Continuous Transformation in Family Business

Wednesday, July 13, 2022

The Regenerative Power of Family Businesses

Tuesday, July 5, 2022

Who Are the Guardians of Family Legacy?

Thursday, February 10, 2022

Disruptive Philanthropists

Wednesday, December 1, 2021

Ready, Willing and Interested—Or Not? Canadian Family Business Transition Intentions

Friday, October 29, 2021

The Enduring Legacy of Business Families

Tuesday, October 26, 2021

The Courage to Choose Wisely: Why the Succession Decision May Be a Defining Moment in Your Family

Tuesday, October 26, 2021

The Power of Women in Family Business: A Generational Shift in Purpose and Influence

Tuesday, October 26, 2021

Creating Value Through Good Governance: How to Balance What is Right for the Business and For the Family

Tuesday, October 26, 2021

Mastering a Comeback: How Family Businesses Are Triumphing Over COVID-19

Monday, October 18, 2021

Contact

Yannick Archambault
Partner, National Leader - Family Office, KPMG Canada
Company Website

Headquarters

Headquarters: 
Bay Adelaide Centre
333 Bay Street, Suite 4600
Toronto  Ontario  M5H 2S5
Canada

Other Office Locations

Other Office Locations: 
We have over 40 offices across Canada, and our KPMG firms operate in 145 countries and territories.

Category

Category: 
Accounting & Tax
Family Enterprise Consultants
Financial Service Providers
Multi-Family Office
Philanthropy Advisors
Professional Services
Security
Technology Consultants

Advisor Type(s)

Advisor Type(s): 
Accounting & Tax
Family Enterprise Consultants
Financial Service Providers
Wealth Advisor
Multi-Family Office
Philanthropy Advisors
Professional Services
Security
Technology Consultants

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