Ben Berger serves as the national family office enterprise market leader at RSM US and sits on the firm’s global family office advisory board.
Ben Berger serves as the national family office enterprise market leader at RSM US and sits on the firm’s global family office advisory board.
Ben builds collaborative, trusting relationships with client families to help them achieve their goals. Since 1995, he has served families and family offices, addressing their full range of needs, including tax, operations, and technology. Ben enjoys working closely with families to uncover and prioritize solutions to complex challenges in the areas of structuring, governance, succession, philanthropy, multigenerational wealth transfer, and sophisticated tax and estate planning. He spends considerable time working with family offices to address structuring, governance and tax optimization issues.
As a relationship builder, Ben works hard to bring thoughtful solutions and tailored guidance to each family he serves. He organizes and leads periodic family meetings to educate family members and provide strategic guidance for the family. These meetings also provide an opportunity to discuss tax and estate planning, governance and succession planning, and relevant legislative and judicial changes affecting the family. Through this process, Ben mentors younger generations on the complexities, challenges and opportunities around wealth.
At RSM, Ben enjoys developing and mentoring colleagues to provide them with opportunities for advancement and career growth. He is a member of the firm’s Family First employee network group and volunteers with many charitable and civic organizations.
Bachelor of Science, Weatherhead School of Management, Case Western Reserve University
