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KPMG

Professional services across audit, tax, and advisory in over 140 countries.

Services-only
01 — Overview

What KPMG does

KPMG is one of the largest professional services networks in the world, offering audit, tax, and advisory services across more than 140 countries. For family offices and private wealth clients, the relevant offering sits within its advisory practice, which covers areas including tax structuring, risk and regulatory compliance, ESG, M&A advisory, and value creation for private equity and investment portfolios. Their website does not surface a dedicated family office or private wealth product, but KPMG's UK practice explicitly covers professional services that family offices and their advisors commonly engage on a project or ongoing retainer basis.

Family offices typically engage KPMG for work that requires institutional-grade depth and cross-border reach, particularly where internal teams lack specialist capacity:

  • Tax structuring and compliance across multiple jurisdictions
  • Audit and financial reporting for complex entity structures
  • Risk and regulatory advisory as compliance requirements evolve
  • ESG and sustainability reporting and strategy
  • M&A and carve-out advisory for investment portfolios

The trade-off a family office accepts by engaging KPMG is one common to the Big Four: depth of expertise and global coverage come at a cost structure suited to larger engagements, and the relationship model typically routes through senior partners while delivery involves larger teams. Pricing is not publicly disclosed and is engagement-specific. Family offices seeking a smaller, more dedicated advisory relationship may find boutique alternatives a better operational fit, but for cross-border tax, audit, and transactional work at scale, KPMG's network coverage is difficult to replicate with a single-country firm.

At KPMG, what sets us apart isn't just what we do, it's how we do it.

On KPMG, from a family-office user
02 — Product & capabilities

What it covers

Core tasks
  • Tax structuring and cross-border compliance
  • Audit and financial reporting
  • M&A and carve-out advisory
  • Risk and regulatory compliance
  • ESG and sustainability reporting
  • Value creation advisory for investment portfolios
Notable features
  • Audit and assurance services
  • Tax advisory and compliance
  • M&A and transaction advisory
  • ESG and sustainability strategy
  • Risk and regulatory advisory
  • Workforce and organisational advisory
  • Technology and AI transformation advisory
  • Operations and performance improvement
Assets supported
Private Equity
03 — Company

The firm behind it

Software type
Services-only
Headquarters / markets
United Kingdom, Global
Key people
JJon HoltChief Executive, KPMG UK
BBina MehtaChair, KPMG UK
04 — Clients & fit

Who it’s for

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Finance / Accounting Teams.

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