Family enterprise advisory services
Your family office isn't just an operation—it's the engine behind your legacy.
RSM helps families design, run and evolve their family offices with the same rigour we bring to the enterprises behind them. We look at the full picture—the office, the operating business, the investment structures, the people—and build advisory, governance and technology solutions around what actually matters to your family. Whether you're standing one up, handing one down or rethinking how yours runs, we're built for this.
Supporting your family enterprise
Your family office may be the hub, but your broader enterprise—including family businesses, investment structures and individual family members—requires tailored support. Our approach treats the following steps as an integrated whole:
- Take a truthful look: Identify gaps and priorities
- Build a roadmap: Align strategy to your vision
- Put solutions to work: Execute with transparency
- Sustain success: Adapt as things evolve
Family office services for family enterprise needs
Every family office is different. RSM tailors support to your structure, priorities and goals—helping you design, operate and grow with confidence.
What we do: We structure your family office to fit your needs—defining governance, roles and entity structures aligned to family values and long-term objectives.
The impact: A family office built with intention is strong, scalable and aligned to your vision.
What we do: We establish governance models, council and board design, next-generation engagement, succession planning and philanthropic strategy. For families with operating businesses, we help align ownership, leadership and enterprise governance to support long-term continuity and growth through our private company services professionals.
The impact: A family office with solid governance has durable decision rights, aligned stakeholders and continuity across generations.
What we do: We optimize middle- and back-office processes and fund administration and reporting, and provide outsourced solutions for accounting, human resources, IT and more.
The impact: Cohesive operations mean greater efficiency, accuracy and focus—without added headcount.
What we do: We assess digital capabilities; select and integrate systems across finance, tax and investments; strengthen cybersecurity and data privacy; and develop AI strategies and solutions that help family enterprises streamline operations, improve decision-making and unlock greater value from their data.
The impact: Robust technology leads to one trusted, real-time view of the family enterprise—secure, scalable and connected, with enhanced insights to support informed decisions across generations.
What we do: We deliver integrated tax planning (Canadian federal and provincial, plus cross-border), compliance, controls design, enterprise risk management and cybersecurity risk strategy. Our private client services professionals work alongside family enterprise advisors to help address the personal, ownership and wealth-planning considerations that often accompany complex family structures.
The impact: Lower risk exposure, stronger controls and sustainable compliance across jurisdictions help preserve wealth, protect assets and support informed decision-making across generations.
What we do: We advise on international structuring, mobility, residency and regulatory compliance for families with global assets and lifestyles.
The impact: Solid global support means seamless global coordination and confidence across borders.
Why partner with RSM for family office services
Multidisciplinary strength
More than 800 interdisciplinary consultants navigate every aspect of the family enterprise—tax, governance, operations, risk, technology and family dynamics.
Tailored, integrated solutions
Our advisors collaborate across disciplines and borders to design strategies that adapt as your family’s needs evolve.
Purpose-built technology
FamilySight® centralizes financial, investment and operational data into customisable dashboards with real-time reporting and secure document management.
Relationship-driven values
We take the time to understand your family as a whole and build lasting relationships that grow stronger over time.
We’re not just a firm that does family office on the side. Our practice serves families holistically—with the right people, the right experience and the right services to help ensure your family’s legacy.
Karen Costa, Family Office Enterprise Leader, RSM US LLP