FamilySight is a proprietary, cloud-based technology platform built expressly to centralize and manage data for family offices.

Innovative technology solutions designed specifically for family offices

Family offices are as different as families themselves. With various members, officers and advisors assigned to different responsibilities, it can be challenging to pull together information from multiple sources, let alone determine the tax implications. To ease the burden and stress, family offices need to centralize data, make it transparent and share it with their third-party providers.

That’s why RSM developed FamilySight, a suite of proprietary and customizable technology solutions based in the cloud. Powerful and easy to navigate, FamilySight delivers real-time tax information in formats you can use and share. It provides actionable data analytics and distills insights to help guide the planning process, enabling better and quicker decisions.

FamilySight enhances transparency of data with all third-party intermediaries, financial aggregation and reporting dashboards. It delivers unprecedented global information such as investment strategies, tax efficiencies, economic analysis instantly. Permissions can be customized for each family member. Best of all, FamilySight's capabilities are continually updated as innovations come to market.

With technology scaled to match the complexity of your family office, FamilySight crystallizes a family office’s entire ecosystem and helps manage a comprehensive list of operational components, including:

  • Portfolio management
  • Tax compliance
  • Finance and accounting
  • IT and cybersecurity
  • Project management
  • Valuation services
  • Secure document exchange
  • Advisory collaboration

Learn more about our FamilySight end-to-end solution

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