Tax and Operational Efficiencies in Family Enterprises

Today, Brian is joined by John Castrucci and Ben Berger from RSM's family office practice. RSM is the leading U.S. provider of assurance, tax and consulting services focused on the middle market.In this episode, they discuss how RSM defines and works with family offices, focusing on the needs of families throughout their wealth journey. They emphasize the importance of a holistic approach that goes beyond traditional accounting services and includes succession planning, governance, and operational aspects. The conversation also touches on the role of technology in family offices, the transition to the next generation, and emerging trends in the industry.For more information on Mack International, please visit www.mackinternational.com.