In Part 5 of this series, RSM’s global practice leader for family office shares best practices for succession planning and wealth transfer.
In Part 4 of this series, two RSM professionals discuss technology and how it can be used to address common challenges within family offices.
In Part 3 of this series, RSM's global family office markets leader shares best practices for family office governance and education.
Cyberattacks are among the risks worrying midsize business leaders, in addition to regulation, supply chain disruption and other threats.
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.
A recent ACG survey shows that dealmakers anticipate an active but slightly cooler market after last year's M&A frenzy.