Accountancy / Tax

Approved Accountancy / Tax firms, KPMG and Moore Stephens are listed below.

KPMG’s Family Office Services team understand that every family is different so we provide bespoke advice to establish and operate your family office and grow and preserve your energy.


No two families are identical and the same goes for family offices. But whatever your family office does, there can come a time when it needs some external support.


The way KPMG offers that support stems from one key insight: that the term “family office” is just a flexible concept. And so we believe that a one-size-fits-all approach to family offices cannot work. Whether you are thinking about creating a family office for the first time or involved with a significant and long-established operation, every case requires a unique approach. That is why, rather than having a set list of family office products, we focus on having a team of specialists who draw on the wider experience from all areas of our global practice to suit each client and their challenges. 


Our family office clients are currently drawing on the following areas of specialist expertise:

  • Reviews of operations and governance
  • Business intelligence
  • Corporate finance
  • Corporate governance, regulatory & compliance advice
  • Cyber Security
  • Due diligence
  • Family business consulting
  • Family governance
  • Financial modelling of family’s wealth
  • Financial risk management
  • Forensic accounting
  • Indirect tax including VAT, stamp duty, transfer pricing and luxury asset expertise
  • Internal audit strategic sourcing
  • Investment consulting and advisory services
  • IT advisory services
  • Management consulting and operating model design
  • Partnerships and joint ventures
  • Personal tax and structuring advice
  • Private client advisory
  • Tax compliance
  • Small business accounting, book keeping and payroll
  • Specific country and sector expertise
  • Statutory and non-statutory audit
  • Structural reviews
  • Technology reviews
  • Transaction support for buying or selling a business


Whatever your family office’s needs, we have people who can help.


For further information, please contact:

Catherine Grum

Head of Family Office Services

Phone: +44 20 76942945

Mobile: +44 7796 278491


Website: KPMG Family Office






Moore Stephens is a top ten accounting and advisory firm, with offices throughout the UK and members across the globe. We partner with our clients, supporting their aspirations and contributing to their success. Our in-depth understanding of our clients allows us to deliver focused accounting and advisory solutions, both locally and globally.  Moore Stephens International is a top ten global network, headquartered in London with fees of over US$2.6 billion and offices in 106 countries. Our clients have access to the resources and capabilities to meet their global needs.


From incorporating companies and secretarial services to advising on corporate structures to offer both tax efficient solutions as well as discretion and privacy. Our family office team have a wealth of experience in handling such matters and take the time to understand each client’s needs before proposing and actioning a solution. Regardless of the reporting framework (for example IFRS, FRS102, US GAAP) we work with our clients to ensure that they have the solution they want and we have no fixed formula approach.


We have the depth and breadth of expertise to give our clients the comfort of an advisor who can be trusted with their tax affairs regardless of their personal circumstances. With a particular expertise in servicing non-UK domiciliaries, our private client team provide advice to a wide range of high net worth clients, including families, entrepreneurs and professionals. We aim to be a one stop shop for high net worth client requirements and their businesses and have specialists who advise on all aspects of tax planning.


For further information, please contact Alex Traill, Director:


T: +44 (0) 20 7334 9191

M: +44 (0) 7970 599 823


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