RSM

RSM is a global network of audit, tax, and consulting firms with 56,000 professionals across 120 countries and more than 500 offices. The network positions itself as a provider to middle-market businesses, and while it does not operate a dedicated family office division visible in their website, its service lines in tax advisory, governance, risk, compliance, and corporate finance are directly applicable to family offices managing complex structures across multiple jurisdictions.

Family offices evaluating RSM would most likely engage its member firms for professional services rather than software. Key service areas relevant to wealth structures include:

• Tax planning and structuring, including trust and business succession advice
• Risk advisory covering internal audit, corporate governance, and compliance frameworks
• M&A advisory and private equity transaction support, including add-on acquisition analysis
• ESG advisory and non-financial reporting
• Entity-level governance and internal control design

The network model means engagements are handled by legally independent member firms in each country, coordinated through a shared brand and methodology. This gives clients access to local expertise and regulatory knowledge without requiring a single global firm relationship. The trade-off is that service consistency across jurisdictions depends on the quality and integration of individual member firms rather than a centrally managed team. Pricing is not publicly disclosed and will vary by member firm, geography, and scope of engagement. Family offices seeking a single integrated firm for all advisory functions may find the network structure less predictable than a global partnership model.