Ideas & Insights

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.

Find out how to unlock your data to maximize the value of your tax compliance function, plus hear answers to frequently asked questions.

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.

Insights for family offices on investment and tax strategies, risk management, and operational considerations in the face of the pandemic.

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.

Data-driven economic insights and outlooks for a variety of family offices provided by RSM US LLP senior analysts.

Recent memo provides IRS view that certain stockless contributions create a split holding period on the stock.

RSM is pleased to provide a series of webcast discussions that will drill into the operational planning perspective family offices now face.

The shift toward remote work is an opportunity for family offices to upgrade technological systems by adopting outsourcing and automation.

How family offices can maximize tax deductions and estate planning objectives during the economic downturn caused by the coronavirus.

As the Main Street Lending program rolls out, family offices that are eligible must consider pitfalls of borrowing one.

The economic impact of COVID-19 is immense. Distressed companies in need of capital may drive future M&A deals.