About RSM: Whether establishing, maintaining, or transitioning a family office, we help you achieve your goals. Our family office (FO) enterprise practice supports families in defining and sustaining their vision across operating businesses, investment structures, and family offices.

The power of being understood® is our commitment to family office clients. By understanding each family's unique goals and customizing solutions that integrate people, processes, data, and technology, we deliver long-term value. It’s why we developed FamilySight – to help turn challenges into opportunities. And it’s what distinguishes our team from other consultants. Discover how the right team and technology could transform your family office.

RSM US LLP is the U.S. member of RSM International, a global network of independent assurance, tax, and consulting firms with 65,000 professionals in 120 countries. Visit rsmus.com for more information.