Serving our clients: The value of collaboration in Private Client Services

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Recruiting Culture

When you’re working with high net-worth individuals and families, family offices, and executives, like we do in our Private Client Services tax practice, collaboration is crucial. Hear about how collaboration comes into play as a key characteristic of RSM’s people, and our client service model.

In our Private Client Services (PCS) tax practice, collaboration is a key ingredient for success. 

"We provide trusted, credible advice to high net-worth individuals and families, family offices, fund executives, C-Suite executives and business owners. PCS is a hands-on, personal practice and building relationships with our clients can spark more collaboration. That collaboration, in turn, provides us a far greater understanding of our clients' needs and alignment to services we can work with them on across the business. Collaboration comes into play there too - we look beyond PCS and collaborate internally to bring audit and consulting services to our clients as well as deep industry expertise." – Christa Clark 

"As PCS leaders, we regularly connect on thought leadership and hot topics in each vertical to identify how we can work together. The more we collaborate, the more our teams and clients succeed. Our clients are exposed to international issues more than ever before, so we can bring them the value of our collaboration as an established practice across the global RSM network with a presence in more than 120 countries, to bring cross-border specialization to individual clients. We are committed to developing relationships with PCS colleagues in other countries to help ensure our service to our clients is as seamless as possible." – Meredith Gilbert

"PCS is divided into six verticals based on the type of client – and we collaborate across verticals to develop tailored approaches for our clients’ unique challenges. I may have a client in our fund executive vertical who needs help with estate planning, so I’d collaborate with teammates aligned to our ultra-high net worth vertical to bring in their estate planning specialties. Collaboration allows our PCS team members to build community at all levels, widen their scope, and learn from each other. Serving our clients collaboratively leads to efficiencies and it’s more enjoyable when we’re working together as a team." – Craig Wickwire

Life at RSM

There’s no one like you and that’s why there’s nowhere like RSM.

Our people are empowered to make an impact, to own their career, and to achieve their personal and professional aspirations.  We celebrate the differences among our talented employees.

When we bring those unique talents and perspectives together, it strengthens our teams and enhances the unique insights we provide our clients.