Inside the Future-Ready Family Office
As the wealth of family offices explodes, that enormous growth drives collaboration, increased sophistication and changing needs in the space
Family Offices
Investors Brace for a Bumpy Ride
While market conditions are increasingly challenging, private equity firms and family offices will still compete for high-quality assets
How GP, LP and Family Office Work Together Most Effectively
ACG 2022 InterGrowth panelists talk about key strategies about how to get the most out of these relationships
Family Office Podcast Series
All five episodes of the Family Office Podcast Series are now available, featuring insights for the modern family office from RSM experts.
Family Office Series Pt. 5: Succession Planning Isn’t Easy—Here’s How to Get It Right
In Part 5 of this series, RSM’s global practice leader for family office shares best practices for succession planning and wealth transfer.
Family Office Series Pt. 4: Make Your Data Work for You
In Part 4 of this series, two RSM technology experts discuss technology and how it can be used to address common challenges within family offices.
Family Office Series Pt. 3: Setting a Foundation for Good Governance
In Part 3 of this series, RSM's global family office markets leader shares best practices for family office governance and education.
Family Office Series Pt. 2: Top 5 Tax Planning Trends
In Part 2 of this series, RSM's national family office tax leaders discuss five areas that family offices should focus on in 2022 and beyond.
Family Office Series Pt. 1: Choose Your Structure Wisely
In Part 1 of a new podcast series, RSM's family office consulting leader discusses structuring and location considerations for family offices.
Family Office’s Collapse Triggers SEC Probe | Middle-Market Public Policy Roundup
The multibillion-dollar collapse of a family office last week draws regulatory scrutiny, and a coalition of industry groups will begin pressuring Congress to break up Amazon.