We sat down with Catherine Grum the head of KPMG's Family Office Services based in the UK. Catherine assists enterprising families establish and run their family offices. Catherine acts as a sounding board and trusted adviser to family members and senior family office executives. Catherine has advised on the creation of family offices following the sale of a family business and the restructuring of family enterprises to separate out the family’s broader portfolio of investments from their operating business. She works closely with colleagues across the UK and internationally to help established family offices review their operations to improve efficiency, access to information and risk management. Catherine also provides support and advice in relation to their diverse portfolios of assets from transaction support and tax advice to access to new investment opportunities.
This post originally appeared on FINTRX Insider.
