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Quarterly Webcast Series: Journey towards operational excellence in the family office

February 21 @ 1:00 pm - 2:00 pm EST

RSM CPE Webinars

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


Family offices are asking: Does our current operating model provide the transparency and efficiency we need today while still being flexible enough for tomorrow?

The forces of change impacting the family office are complex, raising concerns about whether the organization can react, adapt and continue to support the family goals.

RSM US LLP is pleased to offer a four-part webcast series centered on operational excellence in the family office. This complimentary CPE-qualified program will provide unique insights and strategies to help family offices adapt and plan for long-term impacts. Register today!

Session 1: Achieve operational excellence in the family office
Tuesday, Feb. 21, 2023, at 1 p.m. ET

  • Benjamin Berger
  • Christina Churchill
  • Tony Wood
    Family Office Global Leader

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