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RSM

Audit, tax, and consulting for middle-market businesses across 120 countries.

Services-only
01 — Overview

What RSM does

RSM is a network of independent accounting and consulting firms providing assurance, tax and advisory services. Its global website reports 56,000 people across 120 countries and more than 500 offices. These are network-wide figures, not the size of one family-office practice. Engagements are delivered by the relevant member firm, which practices in its own right.

Family-enterprise and professional services

RSM US has a dedicated Family Enterprise Advisory offering for designing, running and transitioning a family office. Its service page describes support across tax, governance, operations, risk, technology and family dynamics, with more than 800 interdisciplinary consultants. That practice figure and the capabilities below relate to the US member's offering; they should not be assumed available in every country.

  • Design the family-office operating model, clarify governance and ownership responsibilities, and plan transitions.
  • Coordinate tax, risk and technology requirements across the family enterprise.
  • Provide managed middle- and back-office services, fund administration, reporting and outsourced accounting.
  • Support human resources and IT operations alongside the family's own team and other advisers.
  • Use FamilySight technology to bring financial, investment and operational information into dashboards and support secure document collaboration.

A cross-border family can also assess the relevant RSM member's tax, consulting, transaction and risk capabilities. Confirm which firm is responsible for each workstream, which professional permissions apply, how local specialists coordinate, and how data and reporting flow between them.

The network and its people

The network is administered by RSM International Limited, registered in England and Wales under number 4040598, with its registered office at 200 Aldersgate Street, London EC1A 4HD. The RSM brand and related intellectual property belong to RSM International Association in Zug, Switzerland. The network itself is not a single global legal entity.

Published global leadership includes E.J. Nedder, Bob Dohrer, William Cheng and Nicola McCoy, with Brian Becker as International Chairman. The US family-office service page identifies Karen Costa as Family Office Enterprise Leader and Ron Nahass as Family Office Consulting Leader. Their practice responsibilities are distinct from global network management.

Who it is for

The family-office proposition is relevant to families assessing an operating-model redesign, succession or governance needs, specialist tax and risk work, technology implementation, or outsourced administration. It can complement an existing single- or multi-family-office team. Select the engagement around the actual member firm's services and required jurisdictions; a network affiliation alone does not establish that every service will be delivered under one contract or through one technology platform.

Engagement and support

Start with the relevant member firm or the US family-enterprise team and describe the family entities, locations, existing advisers, reporting requirements and operational priorities. Agree responsibility for implementation and ongoing work, data access, coordination with other advisers, deliverables and escalation contacts. The reviewed pages do not establish standard fees, account minimums, implementation timelines or service-level commitments; request a scoped proposal.

Sources: global overview; network structure; global leadership; US family-office services and practice contacts. Reviewed 1 November 2026.

The assessment

Strengths. Broad member-firm geographical coverage; Dedicated US family-enterprise service model; Professional and operational support alongside existing advisers.

Watch-outs. Member firms are legally independent.; US practice services are not automatically available in all jurisdictions.; Engagement responsibilities, fees and service levels require agreement..

02 — Product & capabilities

What it covers

Core tasks
  • Family-office operating-model design and transition (RSM US)
  • Family-enterprise governance, tax and risk work (RSM US)
  • Managed administration, accounting and reporting (RSM US)
  • Technology and operational support (RSM US)
  • Jurisdiction-specific professional services through member firms
Notable features
  • Independent member-firm network
  • Dedicated US Family Enterprise Advisory practice
  • FamilySight financial, investment and operational dashboards
  • Managed middle- and back-office services
  • Named global and US family-office practice contacts
03 — Company

The firm behind it

Ownership
Network of independent member firms; administered by RSM International Limited
Software type
Services-only
Headquarters / markets
Global, United Kingdom, Australia
Key people
MMarta SanchezPreviously listed Partner, Risk Advisory Services, RSM Spain (current role unverified)
JJasper Van HeeschPreviously listed Director, Private Equity Senior Analyst, RSM UK (current role unverified)
JJilna ShahPreviously listed Tax Director, RSM Eastern Africa (current role unverified)
EE.J. NedderChief Executive Officer, RSM International
BBob DohrerChief Operating Officer, RSM International
WWilliam ChengChief Finance Officer, RSM International
NNicola McCoyChief Information Security Officer, RSM International
BBrian BeckerInternational Chairman
KKaren CostaFamily Office Enterprise Leader, RSM US
RRon NahassFamily Office Consulting Leader, RSM US
04 — Clients & fit

Who it’s for

Built for Single Family Office (SFO), Multi Family Office (MFO), Finance / Accounting Teams, Fund Managers.

Families and family-office teams evaluating professional advice, operating-model changes or outsourced support through the appropriate member firm; local availability must be confirmed.

05 — Support & onboarding

Support and next steps

Contact the responsible member firm or US family-enterprise team; agree ongoing contacts, escalation and cross-firm coordination in the engagement.

Define family entities, jurisdictions, existing advisers and operational priorities; agree scope, responsibility, deliverables and data access.

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