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Karen Costa — Family Office Enterprise Leader; Partner · RSM US LLP | The Family Office Stack

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Karen Costa

Family Office Enterprise Leader; Partner — RSM US

Family Office Enterprise Leader; Partner · RSM US LLP

Role confidence ReportedLocation Greater HoustonFollowers 3.5KConnections 3.4K

Karen Costa — Family Office Enterprise Leader; Partner · RSM US LLP · Greater Houston.

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About

Karen Costa leads RSM US's Family Office Enterprise national practice, working with entrepreneurial families, family enterprises and family offices. Her work includes practice strategy, family-office design and operations, governance and generational transitions. She also co-founded the RSM Tony Wood Family Office Institute.

Experience

Family Office Enterprise National Practice LeaderCurrent
RSM US LLP
Oct 2024 – Present
Tax Director
Margolis Phipps & Wright P.C.
Jul 2013 – Dec 2013
MP&W was acquired by McGladrey LLP in December 2013

Education

Colorado State University — Master's degree, Taxation · 1995 – 1996
Colorado State University — Bachelor's degree, Business Administration - Public Accounting Option · 1992 – 1995

Related professionals · RSM US LLP

Brian Becker — Managing Partner & CEO
Michael Johnson — Partner
Ronald Nahass — Principal

Organisation

RSM US LLP

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown