Wealth Managers 2020
Top Ten Family Office Services
KPMG’s senior manager of family office and governance Andra Ilie joined the firm from Knox Private Office last year.
KPMG was advancing its plans for its ‘virtual’ offering before the world went into lockdown, Ilie tells Spear’s. A key reason, she says, is that the biggest issue for family offices is ‘delivering value’ – many are becoming ‘leaner’ to reduce risk and overheads. This is something KPMG is well suited to address, given the breadth and depth of experience the firm can draw on.
‘We have a cycle for family offices which ranges from establishing to growing, managing, preserving and passing on to the next generation,’ Ilie explains.