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.
Podcasts
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.
Lending Perspective: Year in Review & 2022 Middle Market Outlook
On the podcast, Pete Notter, a partner at Twin Brook Capital Partners, discusses deal activity in 2021 and his middle market outlook.
M&A Tax: A Value Creation Lever in the PE Playbook
On the podcast, RSM partner George Douvris discusses the role of M&A tax in creating value and why it’s a growing area of focus for PE investors.
The Importance of Information & Infrastructure
A conversation with Drew Guyette, chief credit officer and senior partner at Twin Brook Capital Partners.
How PE Firms Can Make the Most of Their Tax Data
On the podcast, Lauren Demas, a principal with RSM US LLP, explains what PE firms should be doing with their tax data and how to get started.