RSM Names Tony Wood National Enterprise Leader for Family Office

CHICAGO – (October 19, 2020) – RSM US LLP (“RSM”) – the nation's leading provider of audit, tax and consulting services focused on the middle market – recently named Tony Wood as the firm’s national enterprise leader for family office. 

In his new role, Wood will be responsible for improving the client experience by developing tax and advisory solutions for the unique needs of business owners of highly successful privately held businesses, single family office and ultra-high-net-worth clients. Wood will also retain his role as the national practice leader for private client services.

“Tony is absolutely the right person for this position,” said E.J. Nedder, national tax leader with RSM US LLP. “He is a connector, who is keenly focused on the intersections between our family office clients and the services provided by various practices within our firm. Tony’s deep understanding of the unique opportunities and challenges facing family offices, combined with his knowledge of the services RSM offers across the country and around the world, will be invaluable in ensuring that our clients receive the best possible service to help them achieve their business and professional objectives.”  

“It is truly my honor to lead such a dedicated team of professionals focused on our family office clients,” said Wood. “Our collective goal is to help our clients succeed, and we at RSM are uniquely positioned to do that, given our in-depth understanding of the needs of these clients, and the high-quality services that we can provide.”   

Wood has more than 30 years of senior leadership and practice development success in the accounting profession. Prior to joining the RSM, his firm guided many of the top U.S. accounting firms, private banking firms, family offices and law firms in re-engineering business models, creating national platforms, enriching business development and marketing techniques, and devising new distribution channels to serve clients.

Wood holds a B.S. in social science and finance from Tulane University, and is a graduate of Wharton Business School’s executive development program. He has been voted a “Top 50 Professionals to Know in the Accounting Industry” by Accounting Today, and is a published author.