Private client and family office


Private client and family office

Protect and manage your wealth with support from your trusted adviser at RSM.

Private client and family client
Aged Care

Private client and Family Office


While your company may have a CFO to manage cashflow, forecasting and financial strategies, who do you trust to oversee your family’s financial affairs?

Our expert financial and business advisers can work with you to establish a family office, and act as your personal outsourced CFO to help you build and manage your personal wealth.

As your impartial confidant, we support you in navigating everything from everyday accounting to tax compliance, entity structuring, risk management, and complex family dynamics.







Protect and manage your wealth with support from RSM.


Whether you need us to mediate a difficult family discussion or develop an astute philanthropic strategy, our goal is to secure your family’s financial future and help you leave a legacy you’re truly proud of.



Succession planning can be hugely rewarding when it’s done right

Your first consultation is on us.



We also have an established legal advisory network, or can work in partnership with your legal advisers and other parties to achieve your goals.

What we offer

Building wealth may be difficult, but managing it often proves even more challenging. Rely on RSM to provide a full suite of services designed to take the stress and risk of maintaining your wealth off your shoulders.

We form close, trusted relationships with our private and family office clients – guiding them in meeting their obligations while offering sound and objective advice so they can make informed decisions to reach their financial objectives.

Our team will collaborate with stakeholders including your board of directors, management, family and community to articulate, maintain and safeguard your vision with every piece of the puzzle working together for the benefit of the whole.

Contact us for:

  • Establishing, managing or restructuring a family office
  • Cashflow, forecasting and budgeting
  • Tax compliance
  • Obtaining “Justified Trust”
  • Strategic financial support
  • Philanthropic advice

RSM offers Safe Harbour strategies

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Season 2 Episode 4 : How to get started with investing and trading on the stock market with Louise Bedford

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Interested in the stock market but not sure where to begin? Special guest Louise Bedford shares her secrets to becoming a successful day trader. She talks about how to cut through the amateur advice that might get you into trouble, and navigate market volatility like a pro.

Season 2 Episode 2: Building your personal wealth | talkBIG Podcast

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In this episode of talkBIG, hosts Andrew, Young and Chris take on a topic many people want the answer to: "How do I get rich?"   

Is crypto the next payment option for businesses?

17 May 2022
As we inch ever-closer to a cashless society – tapping our cards, phones and even watches to pay for goods and services – the question on everybody’s lips is: how long until we see a digital currency in Australia?

Why business owners need to get on top of leave balances after lockdowns

14 March 2022
With nowhere to go and nothing to do but work, accumulated leave balances have increased dramatically. With borders now open, it’s a great time to encourage staff to take some much-needed time out and use up some of their leave.

Mandatory Director ID Numbers

19 October 2021
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thinkBIG - Succession Planning

1 August 2021
For most privately owned and family firms, succession means planning for the sale of your business or handing over control to other family members when you retire. In this report, we not only look at the details for a successful succession plan, but we also take a look at timelines for the best execution of a succession plan.

10 common questions when considering estate planning

22 March 2021
It is all too easy to delay your estate planning, as thinking about what happens to your estate after you pass away can be quite daunting. All too often, people fail to ensure their estate is properly taken care of, which can result in unnecessary stress for their loved ones.