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Coronavirus Family Office Resource Center

Managing your family office’s response to COVID-19

Although family offices are unique, the coronavirus pandemic and economic downturn has presented them with common challenges and opportunities. Our Coronavirus Family Office Resource Center features insights about those topics from RSM’s professionals and client advisors. RSM understands the issues driving leading your family office forward, whether yours is adjusting to human capital issues stemming from remote work, inquiring about eligibility for government relief programs or eyeing undervalued assets as part of a post-pandemic investment strategy. We invite you to explore how your family office can resourcefully manage its pandemic response and recovery steps to position itself to prosper long term.


Related insights

Tax strategies for family offices with distressed assets

INSIGHT ARTICLE

Tax strategies for family offices with distressed assets

How family offices can maximize tax deductions and estate planning objectives during the economic downturn caused by the coronavirus.

  • June 18, 2020
For family offices, COVID-19 presents a new challenge, and opportunity

INSIGHT ARTICLE

For family offices, COVID-19 presents a new challenge, and opportunity

As the human and economic toll of coronavirus mounts, no sector of the economy has been immune from a downturn, including family offices.

  • March 19, 2020
Section 163(j) interest deduction limitation COVID-19 relief

TAX ALERT

Section 163(j) interest deduction limitation COVID-19 relief

CARES Act provides general increase to the limitation amount (i.e., the maximum allowable deduction) and special rule for partnerships

  • March 26, 2020
Wealth transfer planning – how volatility creates opportunity

INSIGHT ARTICLE

Wealth transfer planning – how volatility creates opportunity

The conditions that cause uncertainty today create opportunities to transfer wealth to the next generations at historically low tax cost

  • March 23, 2020
Family offices, portfolio companies may qualify for CARES Act loans

INSIGHT ARTICLE

Family offices, portfolio companies may qualify for CARES Act loans

The new law intends to help Main Street businesses. Some family offices might be classified as a small business and eligible for loans.

  • April 07, 2020
Worthless stock deduction may trigger section 382 limitations

TAX ALERT

Worthless stock deduction may trigger section 382 limitations

Investors looking to accelerate write-offs on investments should be aware of an obscure section 382 rule that could destroy the tax-shield.

  • April 10, 2020
Family offices look towards Main Street for liquidity

INSIGHT ARTICLE

Family offices look towards Main Street for liquidity

As the Main Street Lending program rolls out, family offices that are eligible must consider pitfalls of borrowing one.

  • May 20, 2020

INSIGHT ARTICLE

Remote work is chance for family offices to upgrade technology systems

The shift toward remote work is an opportunity for family offices to upgrade technological systems by adopting outsourcing and automation.

  • June 23, 2020

Additional insights can be found at RSM’s Coronavirus Resource Center