Private client services

• Implement a succession plan to ensure your wealth is passed to future generations according to your wishes, while minimising potential conflicts among family members.
• Advise on an optimal asset-holding structure (e.g. a trust, foundation, private investment company or family office) tailored to your jurisdictional footprint, family situation and business interests.
• Identify a suitable structure which will safeguard your assets against litigation, creditor exposure and political or market instability while maintaining control and transparency.
• Provide advice on charitable giving and philanthropy. 

• Assist in navigating the complexities of business succession or sale as business owners approach retirement, to ensure their business legacy is preserved and management and/or ownership transitions smoothly to the next generation.
• Support your succession plan and leadership transition, including advising the next generation on ownership and leadership needs in preparation of their succession.
• Assist with your longer-term plans such as initial public offering, mergers and acquisitions and business disposals. For business disposals, we assist with a pre-sale health check to identify risks, issues and gaps, and implement measures to improve the value of the business before going to market.

• Assist in the establishment of a family office, with favourable tax regime, to institutionalise the management of your family wealth.
• Develop an optimal tax structure for wealth transfer including advice on cross-border issues such as regulatory compliance, mitigation of risks and optimising global tax exposure for the family office and its beneficial owners.
• Help build a family governance framework and have a well-structured family charter to foster mutual understanding of the rights and responsibilities of all individuals with an interest in the family wealth.
• Function as your trusted advisor to help bridge family conflicts if they arise.

As trusted advisors to business owners, RSM Private Client professionals across the RSM international network have deep experiences in serving high-net-worth individuals and wealthy families. 

We strive to first understand each client’s personal, family and business needs, and identify the issues and challenges faced before offering our bespoke advice and solutions.

• Value enduring relationships built on trust, integrity and deep understanding.
• Strive to be your trusted advisor to look after you, your family and your legacy.  
• Understand the importance of protecting business interests to grow and preserve family wealth across generations.
• Extensive experience working with clients with international footprints and possess a strong understanding of the tax and regulatory requirements of key wealth jurisdictions.