Private Client Services

Trusted, credible advice begins with understanding your needs and concerns

RSM’s private client services practice consists of a dedicated team of professionals who focus on working with you and your family in developing strategies that help you manage and protect your assets, businesses and real estate.

Whether you are a business owner, executive or lead a family office, you require sophisticated advice that factors all aspects of your individual tax position—from real estate and private equity investments to international business and chartable interests, to name a few.

How can we help with your individual or business taxes?

Contact our private client services team today.

Our private client services team will work with you to help ensure you understand the economic and tax consequences of implementing investment, business structure and wealth transfer strategies. We are committed to first focusing on your goals and the business, financial and personal issues that shape them. Then, we work with you to develop comprehensive, tailored and streamlined solutions that address your full range of needs.

Contact us today to learn more how our team can help you and your family.   

Planning strategies to manage your tax impact

Whether it is for you, your family or your business, it is essential to take proactive steps to help ensure your wealth is protected – and you are compliant with federal and state tax laws. Thoughtful support and advice are critical to achieving your personal wealth goals and ambitions.

RSM private client professionals will support you throughout your wealth journey, helping you to preserve your assets for future generations. Your dedicated RSM advisor will help coordinate all your needs, whether they are tied to your business or individual interests. We are here to help ensure your wealth is passed on as you intend with the parameters of a multitude of rules and regulations. This may be to your family, to your charitable interests or in any manner as you see fit.

Business ownership and transition

While family businesses face the same issues as businesses operating under different structures, these pressures play out very differently in an owner managed enterprise. One of the underlying forces driving family businesses’ decisions is the goal of preserving and developing the business for future generations.

RSM professionals work with business owners at all phases of the business life cycle. We provides a broad range of services designed to help you achieve your goals, regardless of industry, location, business structure or long-term goals.

Individual investor needs

Like the investments you hold, the individuals and families who make capital commitments are diverse. If your wealth holdings include alternative investments, our private client professionals have the deep experience to help ensure you receive the appropriate level of tax planning support. We can help you determine and mitigate the tax impact of your investment decisions and complicated investment opportunities.

Estate tax and charitable planning

Are you utilizing sound tax-saving methods to protect your personal assets? For many successful individuals and families, the need to manage and safeguard wealth accumulation accelerates with age. Planning for the succession of an estate can be challenging as it affects many—you, your family, possibly special charitable organizations and certainly taxing authorities. By utilizing sound tax-saving methods and taking decisive action, you can help ensure your personal and business assets are protected.

Our private client services professionals offer decades of experience developing wealth transfer plans and strategies that address you and your family’s retirement and business succession needs, meet your philanthropic goals and objectives, and effectively manage subsequent estate and gift taxes.

Services that cross borders

We recognize you may also face the challenges of managing assets and holdings across borders. Our international private client services advisors understand the multitude of tax considerations that can influence your inbound and outbound planning. Working with our colleagues in RSM International—a global network of firms in over 116 countries—gives us the deep resources to develop multinational tax and estate planning strategies that meet your individual needs.