Family office services and family enterprise advisory

Your family office isn’t just an operation—it’s the engine behind your legacy.

RSM helps families design, run and evolve their family offices with the same rigor we bring to the enterprises behind them. We look at the full picture—the office, the operating business, the investment structures, the people—and build advisory, governance and technology solutions around what actually matters to your family. Whether you’re standing one up, handing one down or rethinking how yours runs, we’re built for this.

Supporting your family enterprise

Your family office may be the hub, but your broader enterprise—including family businesses, investment structures and individual family members—requires tailored support. Our approach treats the following steps as an integrated whole:

Take a truthful look: Identify gaps and priorities
Build a roadmap: Align strategy to your vision
Put solutions to work: Execute with transparency
Sustain success: Adapt as things evolve

Family office services for family enterprise needs

Every family office is different. RSM tailors support to your structure, priorities and goals—helping you design, operate and grow with confidence.

: What we do: We structure your family office to fit your needs—defining governance, roles and entity structures aligned to family values and long-term objectives.

The impact: A family office built with intention is strong, scalable and aligned to your vision.

: What we do: We establish governance models, council and board design, next-generation engagement, succession planning and philanthropic strategy. For families with operating businesses, we help align ownership, leadership and enterprise governance to support long-term continuity and growth through our private company services professionals.

The impact: A family office with solid governance has durable decision rights, aligned stakeholders and continuity across generations.

: What we do: We optimize middle- and back-office processes and fund administration and reporting, and provide outsourced solutions for accounting, human resources, IT and more.

The impact: Cohesive operations mean greater efficiency, accuracy and focus—without added headcount.

: What we do: We assess digital capabilities; select and integrate systems across finance, tax and investments; strengthen cybersecurity and data privacy; and develop AI strategies and solutions that help family enterprises streamline operations, improve decision-making and unlock greater value from their data.

The impact: Robust technology leads to one trusted, real-time view of the family enterprise—secure, scalable and connected, with enhanced insights to support informed decisions across generations.

: What we do: We deliver integrated tax planning (domestic and cross-border), compliance, controls design, enterprise risk management and cybersecurity risk strategy. Our private client services professionals work alongside family enterprise advisors to help address the personal, ownership and wealth-planning considerations that often accompany complex family structures.

The impact: Lower risk exposure, stronger controls and sustainable compliance across jurisdictions help preserve wealth, protect assets and support informed decision-making across generations.

: What we do: We advise on international structuring, mobility, residency and regulatory compliance for families with global assets and lifestyles.

The impact: Solid global support means seamless global coordination and confidence across borders.

Why partner with RSM for family office services

Multidisciplinary strength

More than 800 interdisciplinary consultants navigate every aspect of the family enterprise—tax, governance, operations, risk, technology and family dynamics.

Tailored, integrated solutions

Our advisors collaborate across disciplines and borders to design strategies that adapt as your family’s needs evolve.

Purpose-built technology

FamilySight® centralizes financial, investment and operational data into customizable dashboards with real-time reporting and secure document management.

Relationship-driven values

We take the time to understand your family as a whole and build lasting relationships that grow stronger over time.

We’re not just a firm that does family office on the side. Our practice serves families holistically—with the right people, the right experience and the right services to help ensure your family’s legacy.

Karen Costa, Family Office Enterprise Leader, RSM US LLP

Recent insights from our family enterprise professionals

Explore our premier leadership program tailored for senior family enterprise excellence.

Family Office Advanced Leadership Program

Presented by the RSM Tony Wood Family Office Institute, in collaboration with Cornell University.
Chart your path toward stronger leadership and family office excellence.

Meet our family enterprise leaders

Frequently asked questions

: A family office is a private organization that centralizes the financial, investment, governance and personal affairs of a high net worth family under one roof. If your family manages significant wealth, complex assets or multigenerational interests, a family office brings the structure, privacy and coordination to protect what you’ve built.

: There are four primary structures: single-family office, multifamily office, embedded and virtual. The right fit depends on your wealth, complexity and how much control you want to retain. Many families start with an embedded or virtual model and evolve—RSM supports all of them.

: We provide end-to-end support across tax and estate planning, governance and succession, operations, technology, risk management, and cross-border advisory. Every engagement is tailored—we design around your family’s priorities, not a standard template.

: We deliver integrated domestic and international tax planning, compliance, controls design and enterprise risk strategy—including cybersecurity. Whether your family office is in-house, co-sourced or fully outsourced, we calibrate our approach to your structure.

: Yes. Many families outsource accounting, tax, IT, HR or cybersecurity to gain specialized expertise without full-time overhead. RSM’s managed solutions plug in seamlessly—and co-sourcing lets you blend internal oversight with external execution for the right balance of control and efficiency.

: Today’s family enterprises face rising complexity across governance, succession, domestic and cross-border tax, cybersecurity, and operational scale. Aligning multiple generations, professionalizing operations and protecting sensitive data—all while preserving family values—are among the most pressing priorities. RSM helps families address these challenges as an integrated whole.

: Sustainable expansion usually starts with strong governance and clear decision rights, professionalized middle- and back-office operations, and a real-time, connected view of finances and investments. Disciplined tax and cross-border structuring then lets families scale into new markets with confidence.

: Families most commonly outsource accounting, tax, IT, HR and cybersecurity to gain specialized expertise without full-time overhead. Many adopt a co-sourced model that blends internal oversight with external execution for the right balance of control and efficiency.

: RSM delivers integrated front-, middle- and back-office support across strategy, operations, technology, and tax and risk. FamilySight provides a secure, real-time view of financial, investment and operational data.

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RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent assurance, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/about for more information regarding RSM US LLP and RSM International.

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