Area of Focus
Business tax
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Josh Beck

Senior Manager, Tax Services
Area of Focus
Business tax
Connect

About Josh

Josh serves as a primary client-facing relationship manager for RSM’s ultra-high net worth clients. He specializes in renewable energy investment strategies, private sector family owned businesses, and supporting families transitioning to next generation leadership.


Experience

Josh has over 11 years of experience in senior executive roles within ultra-high net worth family offices and is considered an international thought leader in renewable energy technologies, tax advantaged project investments, and the creation of new family offices via exit of multi-generation/privately owned businesses. Josh has successfully completed M&A and special projects throughout North America, Asia, EU and Africa for a variety of families and companies.

In his current role, Josh is responsible for bringing the power of the firm to family offices by understanding current needs and expanding the ways in which RSM currently serves front office senior management. Josh is also responsible for working across lines of business at RSM to facilitate the on-boarding of new family office clients.


Professional affiliations and designations

  • Advanced HACCP management
  • RSM Family First – CDI Employee Group

Education

  • Master Cert. (23-24), Family Office Institute, Cornell University , SC Johnson College of Business
  • Master of Science, international business, magna cum laude, University of Amsterdam
  • Bachelor of Science, political science and international relations, summa cum laude, Bethany College