RSM US LLP
As a leading provider of accounting, tax and consulting services, RSM family office professionals develop multigenerational relationships by providing the right solutions to help sustain your family’s vision across your operating business, your investment structure and your family office.
The power of being understood® is a commitment we make to our clients. By taking the time to understand the family's unique goals and by customizing solutions that integrate people, processes, data and technology, we provide long-term value to our family office clients.
Our family office (FO) enterprise practice helps define and sustain a family’s vision across their operating business, investment structure and the FO office.
The power of being understood® is a commitment we make to our FO clients. By taking the time to understand the family's unique goals and by customizing solutions that integrate people, processes, data and technology, we provide long-term value to our FO clients.
For families, one size does not fit all
Each FO office is as unique as the family it supports. Many factors help determine the right FO structure to align the family’s interests with their goals, including:
Our Practice Model
RSM’s family office is a focused practice with the depth of resources to customize our services to meet the unique needs of each affluent family that we serve. In addition, we are a multidisciplinary team who act as strategic advisors to both newly formed and mature family offices advising many of the wealthiest families around the world.
RSM’s family office team includes professionals from various disciplines who work collaboratively to serve each client’s needs. RSM tax advisors provide deep experience in areas such as estate and gift planning, family office entity and governance structuring, philanthropic planning, corporate and partnership taxation, state and local tax, and international tax.
Our consulting professionals address a comprehensive list of issues, including business valuations, buy-side and sell-side due diligence, cybersecurity, internal controls, process enhancement, technology enablement, and human capital management.
From investment analysis and tax strategies to risk management and operational insights, RSM can help your family office thrive at any stage of its evolution. For more information, visit rsmus.com/familyoffice
Against the backdrop of macroeconomic uncertainty, a talent shortage and the largest intergenerational transfer of wealth in history, family offices are making strategic shifts to bring efficiency and agility to their operating model. We sought to understand the challenges family offices are facing. While maintaining the privacy of 100 leading FOs across varying sizes and maturities, we lift the veil on their operations with insights into the drivers reshaping their strategies to cut costs, save time and realign functions for maximum impact.
DIVE INTO THE DATA -- Access the full report here.
We hope you find the information invaluable as you embark on your own journey toward operational excellence.
2024 Family Office Operational Excellence Report
Strengthen operations, maintain resilience
Against the backdrop of macroeconomic uncertainty, a talent shortage and the largest intergenerational transfer of wealth in history, family offices are making strategic shifts to bring efficiency and agility to their operating model. We sought to understand the challenges family offices are facing. While maintaining the privacy of 100 leading FOs across varying sizes and maturities, we lift the veil on their operations with insights into the drivers reshaping their strategies to cut costs, save time and realign functions for maximum impact.
Dive into the data -- Access the full report here.
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