Private Office

Family businesses are the foundation of New Zealand's economy. Built on hard work, strong relationships and long-term vision, they contribute significantly to employment, innovation and local communities. Yet family businesses also face unique challenges, balancing commercial objectives with family dynamics, succession planning and preserving wealth for future generations.

At RSM New Zealand, we understand that every family business is different. Whether you're growing your business, preparing for succession, expanding into new markets or planning an eventual exit, our advisers work alongside you to develop practical solutions that protect both your business and your family's future.

Our multidisciplinary team combines expertise across Business Advisory, Tax, Corporate Finance, Audit & Assurance and Governance to help family-owned businesses navigate every stage of their journey. 

Understanding the Industry

Running a family business brings opportunities and challenges that extend well beyond financial performance. Business decisions often involve multiple generations, differing priorities and the responsibility of protecting both family relationships and commercial success.

As businesses grow, owners face increasingly complex decisions around governance, ownership structures, succession, taxation, investment and long-term wealth preservation. Planning early allows families to navigate these transitions with confidence while ensuring the business remains well positioned for future generations.

At RSM, we understand these dynamics because we've worked alongside family businesses across New Zealand for decades, helping owners make informed decisions that support both commercial success and family legacy. 

Industry Experience

We advise privately owned and family businesses across a broad range of industries, including:

• Manufacturing  
• Construction and property  
• Professional services  
• Retail and wholesale  
• Transport and logistics  
• Agribusiness  
• Healthcare  
• Technology  
• Hospitality  
• Import and export businesses  

From first-generation founders to established multi-generational enterprises, we provide advice tailored to each business's stage of growth and succession.

How We Support Your Business

Grow

Helping business owners make confident decisions that support sustainable growth and long-term success.

• Strategic business advisory  
• Business planning  
• Budgeting and forecasting  
• Cashflow management  
• Financial reporting  
• Growth strategies   

Protect

Supporting businesses with governance, financial confidence and effective ownership structures.

• Tax advisory  
• Business structuring  
• Asset protection  
• Audit & Assurance  
• Governance advisory  
• Trust and ownership planning

Transform

Preparing businesses for the future through proactive planning and strategic advice.

• Succession planning  
• Business valuations  
• Exit planning  
• Mergers and acquisitions  
• Financial modelling  
• Corporate Finance  

How We're Helping New Zealand Businesses 

Our advisers have worked alongside family-owned businesses across New Zealand, supporting clients through a range of strategic initiatives, including:

• Developing succession strategies that balance commercial objectives with family priorities.  
• Advising business owners on governance structures, shareholder arrangements and ownership transitions.  
• Delivering business valuations, financial modelling and transaction support for acquisitions, investment and business sales.  
• Supporting growing businesses with strategic planning, forecasting and financial management.  
• Helping families structure their businesses and investments to support long-term wealth creation and intergenerational success.  

Why RSM?

We believe every family business has its own story, values and ambitions.

At RSM, we take the time to understand what matters most to you, your family and your business. Our advisers build long-term relationships with business owners, providing practical advice that evolves as your business grows and your priorities change.

By bringing together specialists across Business Advisory, Tax, Corporate Finance, Audit & Assurance and Governance, we provide integrated solutions that help protect what you've built while preparing confidently for the future.

Whether you're building your first generation of success or planning for the next, we're here to help you create a lasting legacy.