Ideas & Insights

Summary of the American Families Plan and the potential impact that it could have on the real estate industry.

RSM national enterprise leader for the family office practice at RSM US LLP, moderates a panel for the Association of Corporate Growth.

There are approximately 200 family offices established in Singapore managing $20 billion of assets, and these numbers will likely grow.

From investing to accounting to compliance, digital solutions are now able to improve each of a family office’s operational components.

Family offices are benefitting from dashboard technology that integrates real-time data to support strategic planning and decision-making.

While 2021 may turn into a feeding frenzy for private equity, longer-term investors can remain as selective as they’ve always been.

Biden’s campaign proposed tax increases that affect family offices, including rate hikes on corporations and wealthy individuals.

Matt Talcoff, RSM partner and national industry tax leader, and GrowthTV discuss the tax issues family offices should consider in 2021.

RSM and the Association of Corporate Growth discuss the use of technology to enable remote work during a pandemic and the risks to consider.

Managing the risk of business email compromise and other cyberattacks through proactive family office cybersecurity assessment.

In this short video, we bring you up to date on the final carried interest regulations and give guidance on actions fund managers may take.

Final carried interest regulations ease rules for capital interest allocations as well as related party transfers.

RSM’s Jason Kuruvilla provides insights on portfolio management, smart investing and what the impact of COVID-19 means for the future.

Collaborative investing: Partnering with other families, PE and independent sponsors. Watch as four family office leaders share insights.

Now that Democrats’ best-case scenario in the Senate is a 50-50 split, it is safe to expect significant challenges to tax policy changes.

With the election approaching, RSM is looking at the economic stakes and the key issues for family offices.

A business-minded approach: Cybersecurity for family offices begins with awareness of prevalent threats and their own risk profiles.

RSM is pleased to offer a three-part webcast series exploring how family offices can take a holistic approach to technology ecosystems.

Prudent payment integrity assessments and analysis of financial processes help family offices reduce risk and streamline financial reporting

These FAQs help family offices take a look at document management and retention practices, policies, technology systems and procedures.