Family Office Services
Our family office services provide a comprehensive financial administration designed to manage the entire spectrum of your financial needs. Services include:
- Cash flow monitoring and reporting
- Finance and accounting outsourcing
- Personal financial statement preparation
- Tax planning and consulting
- Estate and fiduciary tax planning and compliance
- Preparation of income and gift tax returns
- Tax planning for charitable foundations
- Business succession planning
- Insurance analysis, planning and processing
- Information technology security and privacy
Learn how RSM can assist you with your family office affairs.
RSM succession and estate planning strategies manage a family’s complex estate plan, helping to reach their short and long-term financial goals.
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Family offices can strengthen backup processes and increase efficiency and scalability by implementing a finance and accounting outsourcing strategy.
Family offices are at an acute risk for data breaches; learn more about the potential dangers and how to protect your environment.