Family office rapid assessment

Identify risks and opportunities for a more resilient family office

Family offices face daily challenges. Inefficiencies and operational bottlenecks that hinder the family office's ability to keep pace in a demanding environment can be costly.

Move beyond quick, short-term fixes with a road map of actionable initiatives for long-term success. RSM’s family office rapid assessment is your strategic compass toward a more resilient operating model.

How RSM can help

Our experienced professionals are focused on empowering family offices to thrive in complex business environments. We take a personal approach in understanding every aspect of your family office. We use our assessment to identify areas of improvement and untapped opportunities, and help implement solutions to optimize your people, processes, technology and data for flexible and effective decision making.


  • Review your current state and operational gaps

  • Understand your family office risks, needs and long-term goals



  • Evaluate technologies, processes, employee roles and capabilities

  • Identify opportunities for operational improvements



  • Design a strategic framework with improvement recommendations

  • Propose a future-state vision with targeted solutions


Road map

  • Develop an actionable road map and execution plan

  • Implement complex, prioritized initiatives and governance activities


Experience the power of being understood
Connect with our family office professionals today.