How FamilySight® helps family offices simplify governance

Family offices today are navigating an increasingly intricate landscape. From private equity and cross-border investments to evolving tax regulations and governance demands, the volume and complexity of information is growing rapidly. Relying on manual processes to manage these streams not only slows operations but also heightens risk.

Modern family offices require more than spreadsheets and email chains. They demand  integrated technology, strong governance and thoughtful structure. FamilySight, RSM’s proprietary cloud platform, meets these needs by combining portfolio oversight with embedded governance workflows.

The challenge for today’s family offices

Wealthy families and their family offices often rely on spreadsheets, email chains and fragmented systems to manage and report on their wealth. This leads to delays, errors and a lack of transparency across managers, family members, jurisdictions and advisory teams.

FamilySight solves this by aggregating information in real time, via secure data feeds, AI-driven ingestion and portal uploads.

It offers a single dashboard that reflects a consolidated and accurate “source of truth” for every stakeholder across tasks, documents and reporting.

One connected platform, built to bring everything together

Automating operations to reduce manual tasks

Traditional family offices waste hundreds of hours on repetitive tasks. FamilySight® automates:

• Daily portfolio aggregation
• Task tracking, reminders and deadline monitoring
• Permissioned document exchange.

By automating these tasks, family offices are freed to focus on strategic planning and value-add services.

Scalable infrastructure for evolving family needs

Built on RSM’s secure cloud infrastructure, FamilySight is a modular and open  system. Every solution is configured to reflect a family's bespoke governance, reporting hierarchy, user permissions and investment taxonomy. It is designed to grow with your family, remaining flexible through staffing changes, acquisitions or evolving goals.

Built-in tax and governance workflows

Tax compliance and governance aren’t an afterthought — they’re embedded. Whether tracing taxable events, generating schedules by jurisdiction, reporting personal inflows and outflows or supporting stress tested succession plans, FamilySight delivers it all visually and efficiently. This immediate access to information eases decision-making and strengthens accountability.

Multi-asset reporting across geographies and structures

The modern family holds liquid assets like equities and bonds alongside illiquid investments such as real estate, collections and family-owned businesses. FamilySight solves this by consolidating liquid and illiquid investments, cashflow projections, tax data, philanthropic contributions and more into an intuitive dashboard:

• Real-time visibility breaks down silos.
• Tailored access empowers wealth generators, NextGen family members and external advisers.
• Governance alignment ensures insights flow through pre-defined channels and decision makers.

The result? A single coherent dashboard providing a complete view of the family wealth, allowing you to slice and drill down to the data needed to drive effective decision-making.

Security, data control and audit trails for your family office

FamilySight is not just a reporting tool, it’s a governance system builder, embedding controls and oversight at every level of the family office.

It provides:

• Secure, permissioned access by user/role
• Audit logs and document-handling workflows
• Version control and statement histories.

By maintaining a single, auditable “source of truth”, FamilySight provides a safe, central space to hold all the key information that supports the family wealth, available at any time, in any scenario.

Supporting successful tech adoption through people-first change

Technology platforms often fall flat without human adoption. That’s why the RSM FamilySight® team takes a consultative, transformation-led approach. We will:

• Map organisational needs
• Configure and integrate systems
• Manage process change
• Embed adoption and training.

FamilySight technology, backed by RSM’s professional services delivery team, ensures end users are supported throughout, maximising utility and securing long-term adoption.

If you’re a family, family office or adviser seeking to:

• Eliminate time-consuming manual tasks
• Gain consolidated asset and cash flow visibility
• Centrally manage tax, compliance and governance
• Empower stakeholders with tailored access.

…then FamilySight may be the catalyst for your next stage of growth.

Contact the RSM FamilySight team today for a demo. Let’s explore how we can apply the principles of visibility, integration and operational excellence to support your family’s long-term objectives.

How our FamilySight technology helped a client transform their family's wealth management