Financial advisory firms have become popular among affluent individuals and families. A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with over $100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. Partner, Estates and Trust, KPMG Law LLP, Ottawa. Family offices can range from a personal assistant helping with administration, through to a larger team of professionals focused exclusively on managing the family… Leader and Chief Catalyst, Impact Ventures. Eric has over 30 years of experience in corporate finance, private equity, venture capital, and mergers & acquisitions. The KPMG Family Office team is a group of highly specialized individuals with years of experience supporting families and their businesses. {{vm.newUser3}} This article appeared in issue DC Finance was established over 15 years ago and today reaches over 2,000 families around the world, families who represent over $500 Billion USD of assets. She also works with high net worth individuals and her enterprise family clients to understand their goals beyond their tax needs including their long term plans for wealth, governance and future legacy. Despite some rebalancing, the ultrawealthy didn’t make significant adjustments in their portfolios after the Covid-19 crisis hit. Running a family business is a juggling act. A family office can be broadly defined as the infrastructure which supports a family to manage their financial and lifestyle affairs. Global Corporate Finance has extensive experience nationwide and overseas, having participated in more than 150 corporate transactions. DL Holdings Group is a one-stop financial services group headquartered in Hong Kong with offices in Shanghai, San Francisco and Singapore. Over 100 professionals divided between Spain, Portugal, USA, China and Latin America. With experience in corporate tax planning and estate and personal planning, Helena advises clients on the development and implementation of tax optimization strategies and structures that allow the accumulation and transfer of wealth. More than three quarters (76%) of 121 single-family offices with an average family wealth of $1.6 billion polled by UBS in May said their portfolios performed in line with or above their targets in the first five months of the year. Executive Director, Corporate Finance & Family Office, Quebec. September 2020. KPMG's Family Office team works collaboratively with established family offices to provide specialized skills and strengthen existing capabilities. John is a Tax Partner in KPMG’s GTA Enterprise practice with 25 years of experience providing tax services to private companies and owners in a number of sectors. Campden Wealth estimates that around 7,300 single-family offices are in operation worldwide, with total estimated fortunes of $9.4 trillion. Your office, our professionals. Dave’s primary focus is tax and advisory services for private business families, their companies and their shareholders. Our team works shoulder-to-shoulder with established family office teams to help unlock greater value, operate more efficiently, and navigate the many obstacles ahead. Whilst there are a number of options available for wealthy families, many choose a family office as their financial adviser. Pablo Gómez de Pablos Managing partner. All; Partners ; Directors; Professional team; Read More. Head Of The Family Business: Q&A With Alea Global Group CEO Mohammad Al Duaij Mohammad Al Duaij studied finance in the UK and worked in several Kuwaiti financial institutions before taking the helm of Alea Global Group, a real estate and private-equity investment … GFO Pulse: Insights and Perspective from the Global Family Office Client Community Trends in Family Governance Q&A with Jane Flanagan. Nicole has over 25 years of experience working with private companies and their enterprising families, specifically in the areas of corporate reorganization, divestitures, and estate planning. Sarah specializes in helping family businesses and entrepreneurs as their tax and business adviser. Director, KPMG Enterprise and Family Office, GVA. During his career, Eric advised entrepreneurs on corporate, estate and tax planning issues. He has extensive experience advising clients on acquisitions and divestures, effective structuring of their operations, compensation strategies, and estate and succession planning. Juan Antonio Samaranch Founding partner. Amy Szostak, Director of Family Education & Governance, sat down with Jane Flanagan, Director of Family Office Consulting, to discuss some common family governance practices. These solutions can include both commercial and individual lending. In addition, Ed has provided assistance with family business succession matters. Our independence delivers objective financial analysis, Planning your current tax situation and taxes for the next generation, Supporting your family’s strategy to help maximize impact. We also have a dedicated team in London for lower mid-market transactions, As a Family Office advisor, Richa serves as a primary relationship link between family office clients, internal and external subject matter experts, and financial institutional partners. Ed has specialized in taxation matters since 1980 and has assisted many entrepreneurs and business families in arranging their business affairs to lower both personal and corporate taxation. On October 27, Global Finance conducted a Sub-custody Roundtable, moderated by publisher and editorial director Joseph Giarraputo. Eric leads the KPMG Family Office practice in Quebec. Bank safety has never mattered more than it does now. Current lower valuations are also boosting appetite for venture capital, says Gooch. For the benefit of our complex private investment office clients' needs, we provide assistance to UHNW families, entrepreneurs and family businesses, sourcing this unique industry for versatile and hands-on executives. Pat is also KPMG’s national co-champion for the QuantumShift and FamilyShift education programs. Executive Director, KPMG Enterprise, Family Office, Quebec. Dan has served private company and family enterprise clients and their communities for more than 20 years. “We have certainly seen some de-risking of their portfolios. Almost half (45%) of family offices told UBS analysts in May that they were planning to raise their allocation to real estate. He works with families, Boards and shareholders to address strategy, risk, planning and corporate governance issues. Furthermore, within the Global Family and Private Investment Office Services group, we can provide you with a dedicated team of bankers that can structure credit and liquidity management solutions to address your unique financing needs. You will not receive KPMG subscription messages until you agree to the new policy. “They have preferred to stick with their current allocations and take time to digest how the market will evolve post-Covid-19 and impact their existing portfolios,” says Rebecca Gooch, director of research at Campden Wealth, a global research organization for wealthy families. An online self-diagnostic assessment that allows business families to assess their capabilities and priorities against key issues. We want to ensure that you are kept up to date with any changes and as such would ask that you take a moment to review the changes. In order for a business to grow and prosper, the needs of the family business must be balanced against the demands and expectations of family members. As recognized global leader in strategic philanthropy and impact investing, Tania is responsible for developing family impact strategies that maximize the long-term value creation potential of philanthropy, investments and operating businesses. Maitland is a global advisory, administration and family office firm providing seamless legal, fiduciary, investment and fund administration services to private, corporate and … … The United States is often regarded as the original home of family offices, where the concept of family office was first invented by wealthy American families back in the 19 th century. Global and its associated companies are a dynamic group of integrated financial services firms, which are focused on serving the needs of Canadian individuals, families, and businesses. Carla helps Family Office clients to develop and implement cohesive tax and estate plans that reflect their financial objectives and their short and long-term goals. {{vm.newUser2}} All rights reserved. Here are the instructions how to enable JavaScript in your web browser. Previously, Eric was CFO of various publicly traded, venture backed and private companies in the manufacturing, technology and entertainment sectors. locations. He oversees wealth and financial reporting for Family Office clients and delivers a full spectrum of Life Administration services including accounting and bookkeeping services, payroll compliance, bill payment and third-party relationship management. In the geography of wealth allocation, developed economies will continue to dominate, with nearly half of family offices looking to raise their allocations to equities in these markets, according to UBS. The world’s richest families are looking to real estate and private equity as they flesh out post-Covid investment strategies. Gain access to impartial professionals, proprietary wealth and risk mitigation strategies and technologies, estate planning insights, and customized reporting, so you can get the help you need to ensure your family prospers today and for generations ahead. She provides her clients with proactive and custom solutions including financing, budgeting, strategic planning, attestation services, tax planning and tax compliance. At KPMG, we understand the abundance of issues faced by families and family offices, and are able to help navigate those issues through a highly personalized and confidential approach. The largest concentration (42%) is in North America, 32% in Europe, 18% in Asia-Pacific and 8% in the emerging markets of South America, Africa and the Middle East. Our privacy policy has been updated since the last time you logged in. His bespoke advice and coordinated approach to service is entirely client centric. Supporting families to define and articulate their philanthropic ambition, Arundel provides insight to help demonstrate long-term social and environmental impact. As financial markets recover from the selloff, these wealthy families are willing to put their liquidity to work. Since the last time you logged in our privacy statement has been updated. In particular, interest in Europe ticked up during the pandemic, as some sectors in the US market reached full valuation, says Reinhardt Olsen, head of GFO Americas at UBS Investment Bank. Shannon is the Director of KPMG’s Family Office in the Greater Vancouver Area, with over 20 years’ experience providing Wealth Management services to High Net Worth families. Sam Bouji founded the Global family of companies in 1998. Please note that your account has not been verified - unverified account will be deleted 48 hours after initial registration. Jon has over 10 years of experience working with owner managed businesses and their family members. He provides tax services to various industries addressing matters in respect of structuring, compliance, tax accounting and tax planning matters. Often a basic multi-family office will only offer asset management. DC Finance (www.dc-finance.com) builds an international network of high net worth individuals, family offices, and investors for mutual growth and support through first tier events worldwide. KPMG's Family Office team works collaboratively with established family offices to provide specialized skills and strengthen existing capabilities. We have seen a search for some liquidity, a little bit of a shift out of public equities, but that was already happening.”. Access all the services you need through one partnership. Your office, our professionals. “They have the appetite. Carla specializes in trusts and estates and personal tax planning. Richa helps affluent families align their core values and purpose with their business strategy, family governance and legacy planning. Gregory has over 30 years of experience in private client tax law with extensive knowledge in all key tax related areas for businesses and individuals looking to enhance and preserve their net worth, including tax and estate planning, tax dispute resolution, Canada-US planning and international tax. Global news and insight for corporate financial professionals. “At present, roughly one in three family offices engage in sustainable investing,” says Gooch. Deb has been a partner for over 19 years and has extensive experience serving a wide range of growing public and private companies. He is committed to a deep understanding of his clients’ aspirations and challenges to ensure a holistic, integrated approach to deliver better outcomes. Vice President, KPMG Enterprise, Hamilton. The R-Group is a family office based in Portland, Oregon, founded by Estee and Rany Raviv. The firm’s portfolio is also rather sector-agnostic, but it tends to invest in SaaS or e-commerce businesses, many of which are headquartered in the Pacific Northwest. Campden Wealth estimates that around 7,300 single-family offices are in operation worldwide, with total estimated fortunes of $9.4 trillion. She is dedicated to assisting family-owned and -operated businesses to effectively deal with continuity of the family business and succession of ownership and management to the next generation. Jonathan brings over 30 years of experience serving private clients and families in the retail, manufacturing, distribution, transportation, life sciences and technology industries. According to the UBS report, nearly two-thirds (65%) of family offices proactively traded up to 15% of their portfolios. Learn more The Global State of Family Offices 3 the way we see it A family office is a private wealth management advisory firm that is established by an Ultra-HNWI1 to manage their family’s private wealth. Search. Our pioneering solution unlocks the ESG data of private markets. Classeditori, Tech Finance Gets Tricky In China As Ant IPO Shelved. Bloomberg’s Portfolio & Risk Analytics solution empowers family offices to take control of the analytics, data and news that impacts their portfolios. Global Finance is a media partner of: As part of our commitment to serving family offices, we have partnered with Campden Wealth Research, the leader in Family Office research globally, to create the first-of-its-kind, in-depth report on family offices investing globally in venture capital. Yannick brings 30 years of multifaceted experience with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals and families, family businesses, single-family offices (SFO) and multi-family offices (MFO). Daniel specializes in family business governance and succession planning with business families of various sizes and complexities. Copyright © 2014 Global Finance selects the world's 10 best cities to live in based on eight metrics, including pandemic response. © 2020 KPMG LLP, an Ontario limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. “Real estate, as a longer-term illiquid investment, has proven attractive.”. For more detail about the structure of the KPMG global organization please visit https://home.kpmg/governance. The Group holds licenses of Hong Kong Securities and Futures Commission, can engage in Type 1 (Dealing in Securities), Type 4 (Advising on Securities), Type 6 (Advising on Corporate Financing) and Type 9 (Asset Management) regulated activities. Become a Member. Jon also ensures his clients are compliant with personal and corporate tax matters. Such a multi-family office is actually more an independent asset manager. She has assisted clients with innovative solutions to Canadian taxation challenges including acquisition and divestiture planning, tax-effective reorganizations, business combinations, holding company strategies, multi-jurisdictional tax strategies and remuneration plans. He also assists not-for-profit entities/charities in ensuring their compliance with corporate and tax laws. Please take a moment to review these changes. Canadian Managing Partner, Clients and Markets. Learn about how you can join a network of exclusive and influential peers, made up of over 650 successful Canadian entrepreneurs. About Us . Lorne is a Senior Tax Partner with over 34 years of experience. “They kept a fairly level head in how they look at the market,” says Bill Sullivan, president of the Family Office Exchange (FOX), an association of around 500 single-family offices across 20 countries with an average net worth per family of $500 million. Communities for more than 150 corporate transactions { vm.newUser2 } } accounting and tax planning business succession matters KPMG Office! Worldwide, with total estimated fortunes of $ 9.4 trillion diverse experience as a result leadership! Finance professionals around the world ’ s richest families are willing to put their liquidity to.... Owner-Managed businesses edition of the KPMG family Office / private Office Set up family. 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