Overview

When it comes to managing, safeguarding and growing your wealth, you and your family office will face an increasingly complex set of challenges. Whether your family wealth results from your high performing business ventures or you are a guardian for inherited wealth, you may possess multiple companies, manage unique wealth portfolios, as well as properties and trusts. As a result, you require specialised advice across a range of areas.

At RSM, we understand the most important issues that come with running a family office, whether they involve multigenerational wealth management, the adoption of secure technology solutions as part of a digital transition, philanthropic activities or simply the management of everyday challenges in meeting your family’s multigenerational objectives. Our family office professionals are curious, caring and collaborative in their focus on building deep relationships with the families we advise.

Our ultimate aim is not just to provide you with a service; it is to align ourselves seamlessly with your family office, becoming a strategic partner and trusted adviser.

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Family Offices

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Overview

When it comes to managing, safeguarding and growing your wealth, you and your family office will face an increasingly complex set of challenges. Whether your family wealth results from your high performing business ventures or you are a guardian for inherited wealth, you may possess multiple companies, manage unique wealth portfolios, as well as properties and trusts. As a result, you require specialised advice across a range of areas.

At RSM, we understand the most important issues that come with running a family office, whether they involve multigenerational wealth management, the adoption of secure technology solutions as part of a digital transition, philanthropic activities or simply the management of everyday challenges in meeting your family’s multigenerational objectives. Our family office professionals are curious, caring and collaborative in their focus on building deep relationships with the families we advise.

Our ultimate aim is not just to provide you with a service; it is to align ourselves seamlessly with your family office, becoming a strategic partner and trusted adviser.

RSM’s global Private Wealth and Family Office Team has 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, our team has the depth understanding and resources required to meet the varying individual needs of every client.

Managing family offices through uncertainty

Managing family offices through uncertainty

As the human and economic toll of the coronavirus mounts, no sector of the economy has been immune from the downturn, and this includes family offices.

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To weather the economic storm, family offices must manage their investment risks

A study conducted by Campden Wealth found that family offices manage about $4 trillion globally. The amount of wealth managed by these offices continues to grow as more families sell out of their founding businesses and many now sit on a pile of cash. This has created opportunities for family offices to set out new agendas on wealth preservation, philanthropic activities, and asset management.

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To weather the economic storm, family offices must manage their investment risks