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.

Our private wealth and family office service capabilities include:


  • Individual income
  • Business
  • Gift, trust and estate
  • Mergers and acquisitions
  • International

Family office

  • Creation and structuring including choice of jurisdiction
  • Governance
  • Education
  • Operations


  • Automation of data, tax compliance, financial reporting and more
  • Risk, cybersecurity and data privacy
  • Systems: selection and implementation

Back-office functions

  • Finance and accounting
  • Human resources management


  • Transactions services: business valuations, financial investigations
  • Succession planning
  • Industry specialisation