United States

Your family office and tax reform: Important considerations

From estate and succession planning to entity choices


Tax reform includes sweeping changes that not only affect businesses, but individuals as well. Family offices are certainly part of that mix, too, as new rules related to estate tax, trusts, charitable giving and more must be considered for optimal tax efficiencies. The very complex nature of a family office requires a thorough review of all personal and family business portfolios to ensure tax compliance and comprehensive long-term planning.

RSM private client service professionals, Tony Wood and Ben Berger, share important insights on what family offices should examine in relation to tax changes and considerations, including estate and succession planning concerns, business and family entity choices, and key state and local tax issues to weigh. Watch the video below.


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