Area of Focus
Family office services

Benjamin Berger

Area of Focus
Family office services

About Ben

Ben Berger is a tax partner with RSM US LLP and co-leader of the global family office enterprise where he oversees development of content, resources and technology within the tax practice to serve family offices. 


Ben focuses on tax matters for individuals, trusts, partnerships, corporations and nonprofit entities, as well as developing solutions for complex financial, tax and estate planning issues. Since 1995, he has worked with families and family offices, addressing their full range of financial needs, including charitable planning, multigenerational wealth transfer and sophisticated tax and estate planning strategies.  Ben spends considerable time working with family offices to address structuring, governance and tax optimization issues.  

As a relationship builder, Ben works hard to bring thoughtful solutions and tailored guidance to each of his family office clients. He organizes and leads periodic family meetings that are used to review the family’s assets and cash flow, discuss tax and estate planning opportunities, provide guidance on governance and succession planning, and evaluate relevant legislative and judicial changes that affect the family. This provides him the rewarding opportunity to educate younger generations about the complexities, challenges and opportunities around wealth.  

At RSM, he enjoys developing and mentoring colleagues in order to provide them with opportunities for advancement and career growth. He is a member of the firm’s Family First employee network group and a volunteer for several nonprofit organizations.

Professional affiliations and designations

  • Certified public accountant  
  • Accredited estate planner  
  • Case Western Reserve University Department of Accountancy, mentor 
  • Estate Planning Council of Broward County
  • Professional Advisory Committee, Jewish Federation of South Palm Beach County
  • The Associated Jewish Community Federation of Baltimore, investment committee 


Bachelor of Science, Case Western Reserve University—Weatherhead School of Management 

Area of Focus
Family office services