Restructuring the family office for now and for the next generation

Key tax and sustainability considerations

Nov 20, 2020
Family office services ESG Family office governance

Forward-thinking families often look to restructure their family offices to address the changing dynamics of the family and the overall enterprise. They understand that the way the family office was structured 50 years ago may not be as beneficial to the family in the next 50 years. A growing, multigenerational family membership has shifting needs; restructuring can meet those changes and growth, whether to address tax complexities, governance needs or estate planning considerations.

RSM private client services professional, Ben Berger, shares important insights on what to weigh when it comes to family office restructuring for the sustainability and benefit of generations to come. Watch the video below.

RSM contributors