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Part 5 – Tax technology for family office

December 2, 2021 @ 2:00 pm - 3:00 pm EST

RSM CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.


Is your family office leveraging technology to improve your finance, accounting, tax and investment functions?

Ultra-affluent families need timely and accurate data and complete transparency with respect to their investment portfolios. Unfortunately, family office leadership often is forced to rely on dated quarterly investment performance information. Working from separate spreadsheets and dated reports from individual managers makes it difficult to consolidate the performance of all investments.

In this one-hour webcast, RSM’s Family Office professionals will share key considerations for implementing family office technology and present how an integrated platform – like FamilySight, built for family offices – can create efficiencies and provide more opportunities for your family to analyze investment activity and aggregate accounting systems, as well as bring together key functions including:

  • Tax planning and compliance
    • Enable your tax function to work more efficiently and meet new regulatory or market challenges through the thoughtful application of technology solutions
    • Leverage proprietary technology as part of your compliance plan
  • Dashboards
    •  Customized dashboards allow you to correlate all of your business entities, managed service agreements, financial accounting resources, individuals/trusts, current/recent documents and relevant insights
  • Reporting
    • Timely, accurate and complete wealth aggregation, financial reporting and compliance reports
  • Bill paying
    • Secure, intelligent platform with multiple options for transaction processing for complex family offices.

Join us to understand how you can enhance your team’s productivity and get a preview of how RSM’s proprietary family office technology, FamilySight, can optimize your organization’s operational performance.

Our presenters

Lauren Demas


Michael Johnson


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