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Family Office Services
Focused on your family’s future through collaboration and key insights
Setting up a family office and maintaining it are complex efforts. How do you know when you are ready to form a family office? How will your family weigh important decisions? What steps must you take to secure your financial legacy? Are you confident that your personal and investment data are safe? Do you have tools to access financial reporting and provide investment oversight?
The professionals at RSM have prepared the following content to help you navigate these questions and more. Explore these articles to learn the necessary foundations for setting up a family office, or contact us to learn more about our family office services.
Lender Management, LLC versus Commissioner court case coupled with the 2017 Tax Act have family offices revisiting how they are structured.