United States

COVID-19 family office webcast series


As our way of living has shifted, family offices have gone through a number of transformative changes due to the disruptive nature of COVID-19. RSM is pleased to offer an ongoing discussion of some of the critical issues family offices are now tackling from tax relief to wealth planning and security. RSM professionals will cover these issues in this three-part webcast series; each webcast is 30 minutes.

Webcast 1 – Deep dive into COVID-19 liquidity programs and the family office application

Many family offices and their affiliated businesses will qualify for COVID-19 liquidity programs. Our discussion will focus on the program specifics and family office considerations.

Download webcast slides

Watch the webcast below.

Webcast 2 – Digesting the financial impact to family offices with operating businesses

Tuesday, June 16 | 1 p.m. EDT

While many are still managing the COVID-19 crisis, post-COVID-19 action plans are starting to take shape. Our discussion will focus on unpacking recent tax law changes and the impact on a family office. 

Download webcast slides

Watch the webcast below.

Webcast 3 – Strategic planning in a low interest rate, depressed value environment

Tuesday, June 30 | 1 p.m. EDT

The CARES Act has brought important tax relief provisions and these, coupled with sophisticated tax planning techniques, are more effective now as asset values and interest rates have dropped. Our discussion will focus on key COVID-19 programs and wealth and tax planning ideas that may benefit your family.

Download webcast slides

Watch the webcast below.

Event details

Who should attend
Family office executives and members

More information
Email us or call +1 800 274 3978