At RSM, the key financial services such as accounting, bookkeeping, structuring, tax planning and estate planning are core to our business. By leveraging RSM’s core accounting experience and combining it with the range of other family office service offerings we provide, we act as a single point of contact and centralised hub ensuring every client’s family office experience is seamless, strategic and holistic.

At RSM, the key financial services such as accounting, bookkeeping, structuring, tax planning and estate planning are core to our business.

By leveraging RSM’s core accounting experience and combining it with the range of other family office service offerings we provide, we act as a single point of contact and centralised hub ensuring every client’s family office experience is seamless, strategic and holistic.

RSM can deliver and manage concierge services to family offices as they have always been part of our core offering to individuals and small to medium businesses.

Ultimately, what we do is work with our clients to uncover their needs and adapt their family office offering to directly suit their specific needs and purpose.

For RSM, these types of governance issues are part of the suite of services we have traditionally provided and we have found many of our long-standing family business clients are asking for them as our relationship evolves.

At present, many of the world’s family offices have investment-related governance structures but have not established structures around other risk factors such as management, key personnel, cyber security and family involvement. Moreover, there is still a distinct lack of family offices creating governance structures around family values, communication, conduct and succession planning.

Legal Advisory Network

At RSM we work with a large network of specialist legal advisers to assist in delivering the required legal structure, framework and agreements to the family office.

Our core service offering is often complimented and underpinned by the integration of sound legal advice, structuring and planning.

RSM can provide philanthropic advisory that is suitable and relevant to the unique circumstances, views and requirements of each family office we work with. It forms part of our modular approach to the family office service offering, enabling clients to utilise the advisory service if and when it is required, at the most appropriate time in their family office journey.

Succession and Estate Planning

The world is in the midst of a generational transfer as the Baby Boomers hand over the reins to Generation X and Y. It can be a difficult and sensitive time for families, often due to competing forces within the family business.

RSM can get involved at all levels of the process and ensure families address the future in a timely manner and help resolve points of acrimony early to ensure a smooth transition process.

Our core service offering in this area is often complimented and underpinned by the integration of sound legal advice, structuring and planning.

At RSM, we can assist with family wealth advisory in-house or provide a like-minded adviser externally with the right balance of skills and expertise.

If we’re not providing the services internally, we act as a single point of contact to manage the relationship and communication, ensuring your experience is seamless, co-ordinated in approach and trusted.