RSM US LLP

As a leading U.S. provider of accounting, tax and consulting services, RSM family office professionals will guide you through complex personal wealth challenges by understanding your needs and bringing together the right team to address them.
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This information provided by RSM US LLP

Who We Are

About RSM

RSM develops multi-generational relationships with family offices by providing tailored advisory services to help sustain the family’s vision in an evolving, digitally driven world. RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.

 

Our Capabilities

Our Family Office Services

RSM family office professionals have a long history serving as strategic advisors to affluent families throughout the world. By focusing on the needs and objectives of high net worth individuals, we have the depth of understanding and resources to meet the specific needs of each family that we serve.  Our clients include:

• First-generation to multiple-generation family businesses

• Owner-operated businesses in all stages of the life cycle— from growth and expansion to maturity and exit transitions

• Families whose wealth is concentrated in a private business or a single stock

• Families that have recently experienced sudden liquidity from the sale of their business or large stock position

• Families whose wealth is invested in public securities and that passively invest in private ventures

• Families that are active private investors and that are building a portfolio of private companies, real estate or other assets

• Families with substantial wealth in excess of multigenerational needs

• Families who have a charitable focus and have formed or are considering forming a private foundation

Our Practice Model

RSM’s family office is a focused practice with the depth of resources to customize our services to meet the unique needs of each affluent family that we serve. In addition, we are a multidisciplinary team who act as strategic advisors to both newly formed and mature family offices advising many of the wealthiest families around the world.

RSM’s family office team includes professionals from various disciplines who work collaboratively to serve each client’s needs. RSM tax advisors provide deep experience in areas such as estate and gift planning, family office entity and governance structuring, philanthropic planning, corporate and partnership taxation, state and local tax, and international tax.

Our consulting professionals address a comprehensive list of issues, including business valuations, buy-side and sell-side due diligence, cybersecurity, internal controls, process enhancement, technology enablement, and human capital management.

From investment analysis and tax strategies to risk management and operational insights, RSM can help your family office thrive at any stage of its evolution.  For more information, visit rsmus.com/familyoffice

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This information provided by RSM US LLP

See the Glossary for definitions of these metrics.

This information provided by RSM US LLP

Background

Year Firm Established: 
1926
Type of Firm: 
Registered Investment Advisor (RIA)

Stats

As of date: 
Wednesday, October 20, 2021
Currency: 
Dollars
Primary Generations Served: 
G1
G2
G3
Do you provide consolidated financial reporting?: 
No
Footnotes: 
Tax and accounting services are provided by RSM US LLP, a registered CPA firm. Investment advisory, aggregated reporting, financial planning, retirement plan advisory and other wealth management services are provided by RSM US Wealth Management LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) and wholly owned subsidiary of RSM US LLP. Registration as an investment adviser does not imply a certain level of skill or training of the adviser or its representatives. RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International.

See the Glossary for definitions of these metrics.

FOX Knowledge Center Contributions: 

Family Office Market Trends

Tuesday, October 26, 2021

Tax Technology for Investment Partnerships

Wednesday, March 24, 2021

Real Estate Tech, Taxation, and Representation

Wednesday, December 23, 2020

2020 Election Preview: Family Offices

Monday, November 2, 2020

Contact

Tony Wood
Principal
704.206.7269

Headquarters

Headquarters: 
30 S. Wacker Drive, Suite 3300
Chicago  Illinois  60606
United States

Other Office Locations

Other Office Locations: 
RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with 48,000 people across 120 countries. For more information, visit rsmus.com

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