Today’s family office affairs are more rigorous and complex than a generation ago given the multi-faceted layers of wealth and interests a family might have, the global dynamics of where families reside and conduct business, as well as heightened planning, reporting, security and compliance needs.
RSM’s national family office tax leader, Tommy Wright, and Holly Isdale from Wealthaven, share their insights on why a governance structure is essential for successful family offices in these brief videos.
