RSM US LLP

Our Family Office Services

RSM family office professionals have a long history serving as strategic advisors to affluent families throughout the world. By focusing on the needs and objectives of high net worth individuals, we have the depth of understanding and resources to meet the specific needs of each family that we serve.  Our clients include:

• First-generation to multiple-generation family businesses

• Owner-operated businesses in all stages of the life cycle— from growth and expansion to maturity and exit transitions

• Families whose wealth is concentrated in a private business or a single stock

• Families that have recently experienced sudden liquidity from the sale of their business or large stock position

• Families whose wealth is invested in public securities and that passively invest in private ventures

• Families that are active private investors and that are building a portfolio of private companies, real estate or other assets

• Families with substantial wealth in excess of multigenerational needs

• Families who have a charitable focus and have formed or are considering forming a private foundation

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