United States

Meet our Family Office Services team

Here to advise, serve and complement your team

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As the experts say, if you’ve seen one family office, you’ve seen one family office. At RSM we understand your family is unlike any other, so why would you run your family office like any other? Our family office services team takes the time to understand you, your family, your businesses, aspirations and needs. By asking thoughtful questions and listening at length to your concerns, we build strong relationships based on a deep understanding of what matters to our families the most.

Whether this is through defining the operating model for a family office, streamlining inefficiencies or deploying the latest technology, RSM’s team is here to advise, serve and complement your team.

See how our experienced team brings knowledge to each of their specialties: 

Tony Wood,
National Family Office Leader

Ben Berger,
National Family Office Tax Co-Leader

Christina Churchill,
National Family Office Consulting Leader


Tommy Wright,
National Family Office Tax Co-Leader

Patty Esslinger,
Senior Director, National Family Office Technology


Recent Family Office Insights

Family office investing: Portfolio management for the long haul

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Family office investing: Portfolio management for the long haul

RSM national enterprise leader for the family office practice at RSM US LLP, moderates a panel for the Association of Corporate Growth.

How dashboard technology can help family offices maximize their data

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How dashboard technology can help family offices maximize their data

Family offices are benefitting from dashboard technology that integrates real-time data to support strategic planning and decision-making.

Tax considerations for family offices under the Biden administration

INSIGHT ARTICLE

Tax considerations for family offices under the Biden administration

Biden’s campaign proposed tax increases that affect family offices, including rate hikes on corporations and wealthy individuals.