Family office
Trusted advisers for your family wealth, we build relationships across generations
Our family office services help you protect and grow your family wealth, strategically transfer wealth to future generations and bring solid governance to the way you operate.
RSM provides specialist advice across our audit, tax and consulting business to deliver scalable, global solutions that empower family offices to achieve their goals and operate with first-class efficiency.
Family offices, no matter the size or structure, require a comprehensive and tailored approach to ensure sustained growth and stability for the family's wealth. We build multi-generational relationships not only with our clients’ families but also with their trusted family office teams and advisers. This approach helps us understand each family’s unique definition of success, whether it’s building and sustaining dynastic wealth, investing in known or new markets, giving back through charitable efforts, or enjoying their wealth through their passion assets.
When confidentiality and trust are paramount, we are dedicated to ensuring your family’s legacy thrives with integrity and care.
How we can support your family office
To help you navigate the complexities of creating and running a family office, and overseeing the wealth holding entities, our services are tailored to meet your family’s priorities and goals.
- Sustainable investment
- Succession planning
- Governance
Sustainable investment
We offer holistic support to build and structure the holding of investments sustainably , developing strategies that ensure long-term growth in an environment which is right for the family's needs.
Our team works with you to understand your investment objectives and advise on the appropriate structure in the UK or offshore. Where the investments are in private companies, we can support you throughout the deal process, ensuring you understand how the returns will flow to your family.
Succession planning
The great wealth transfer has the potential to upend the status quo. We provide comprehensive support to help family offices navigate this shift and ensure seamless asset transfer across generations. Our approach ensures clear expectations and understanding, with sufficient guardrails in place as wealth passes from one generation to the next.
Governance
A strong governance framework is essential for operating with confidence amidst modern challenges. We ensure transparency, easy access to your information, and accountability in your family office operations, while introducing new ideas and systems for sustainable stewardship and better decision-making.
Explore how our technology solution FamilySight and our consulting services can further support the management and governance of your family office.
