RSM Family Office Dashboard

RSM US is a national assurance, tax, and consulting firm that operates a dedicated family office services practice, the RSM Tony Wood Family Office Institute, targeting single-family offices managing multigenerational wealth. The firm's family office offering sits within a broader professional services platform that includes tax advisory, outsourced accounting, financial consulting, risk consulting, and proprietary technology tools such as FamilySight. For family offices evaluating outside advisors, RSM occupies a distinct position: it combines CPA-firm credibility with operational depth that pure advisory boutiques typically cannot match.

The family office practice addresses several functions that internal teams commonly struggle to staff or scale:

• Tax compliance and planning for complex family structures
• Outsourced accounting and finance, including general ledger management, month-end close, and compliance readiness
• Financial reporting through specialized technology stacks, including FamilySight
• Governance frameworks and succession planning advisory
• Executive education through the Family Office Advanced Leadership Program, delivered in partnership with Cornell University

The firm's outsourced finance model, branded Finance as a Service, allows family offices to access fractional CFOs, controllers, and technical accounting specialists without long-term hiring commitments. Supported platforms include NetSuite, Sage Intacct, BlackLine, and Alteryx. Pricing for the Advanced Leadership Program is disclosed at $8,000 per session, but fees for advisory and outsourced services are not publicly listed, which makes budget benchmarking difficult without a direct engagement. RSM's family office work is primarily US-focused, which may limit appeal for offices with significant international complexity requiring local regulatory expertise in multiple jurisdictions.

• Tax compliance and planning for family office structures
• Outsourced accounting and financial reporting
• Governance and succession planning advisory
• Family office leadership development and executive education
• Fractional CFO and controller support
• Financial technology implementation and support

• FamilySight reporting platform
• Finance as a Service (FaaS) outsourced accounting model
• Fractional CFO and controller staffing
• Family Office Advanced Leadership Program (Cornell University partnership)
• General ledger management and month-end close
• Compliance and audit readiness
• Global Capabilities Center for offshore staffing
• Technical accounting assistance
• Governance framework development
• Succession planning advisory

Built for Single Family Office (SFO), Finance / Accounting Teams, Private Wealth Owners / Principals.

Significant customization for all family office needs including but not limited to: security, aggregation, administration rights, etc.