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.
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.
In Part 1 of a new podcast series, RSM's family office consulting leader discusses structuring and location considerations for family offices.
On the podcast, Pete Notter, a partner at Twin Brook Capital Partners, discusses deal activity in 2021 and his middle market outlook.
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.