About George Carter
George Carter is a Director in our Family Office team and has been with RSM for over 10 years, working with ultra-high-net-worth (UHNW) individuals, family offices and business owners with complex financial affairs.
George is the national leader of our family office technology, FamilySight®. He has worked with clients across numerous sectors but invariably they are family-led, with both UK and international concerns.
George is a member of the Chartered Institute of Tax and an affiliate member of Society of Trust and Estate Practitioners, following distinctions in the advanced certificates on Family Business Governance and Advising the Family Business.
'Modern life is complicated and the variety it brings can be overwhelming. I find it incredibly rewarding working closely with my clients to help them navigate the complexities, being a reassuring voice that works with them to build solutions that achieve their long-term objectives.'
George enjoys art, architecture and food, with Bauhaus, Brutalism and tacos being particular favourites. While no triathlete, George also cycles, runs and swims to keep fit.
George's RSM timeline:
- 2024: Promoted to Director
- 2023: Completed STEP advanced certificates in Family Business Governance and Advising the Family Business
- 2022: Became UK lead for FamilySight®
- 2021: Became Associate Director
- 2015: Qualified as a Chartered Tax Advisor
- 2012: Joined RSM as an Associate