Each family office is unique. At RSM, we bring the power of being understood to families by listening and collaborating with clients to find the right solutions to meet your unique needs. Just as you take a holistic view of your family, so do we – by providing customised services that reflect the goals of your family, your operating business, your investment structure, and your family office.

Whether you are looking to establish, maintain or transition a family office, RSM’s family office enterprise group can help you further secure your financial legacy, safeguard data, improve financial reporting and manage your global footprint. We bring a client-focused approach to each relationship, leveraging a multi-disciplinary team who act as strategic advisers to both newly formed and mature family offices, advising many of the wealthiest families around the world.

RSM is a leading international assurance, tax and consulting network, focused on family and privately owned businesses in the middle market. Globally, we share a singular purpose to instill confidence in a world of change and we strive to deliver a consistent experience across time zones and international borders.

Our 2023 event speakers are specialist family office advisers from RSM US and from RSM UK