Solution introduction
Focused on your family’s future through collaboration and key insights
Setting up a family office and maintaining it are complex efforts
How do you weigh important family decisions? What steps must you take to help secure your financial legacy? Are your personal and investment data safe? Do you have tools to access financial reporting and provide investment oversight?
The dedicated family office advisory professionals at RSM can help you navigate these concerns and more.
Key areas where we work with family offices include:
- Family office creation and restructuring
- Income and estate tax planning
- Family governance and education
- Security, privacy and risk services
- Finance and accounting technology solutions
- Philanthropy and nonprofit services
- Global services
