FamilySight® Family Office Technology

Every family office needs a clear technology strategy

Family office technology shouldn’t feel like a maze of disconnected systems and inaccessible information. When critical financial, tax and investment data lives in silos, reporting becomes manual, compliance deadlines are missed and strategic decisions suffer.

That’s why RSM developed FamilySight, a secure, proprietary platform that delivers customizable reporting, real-time insights and seamless integration to drive efficiency, reduce risk and improve transparency.

The operational complexities we address:

Fragmented systems and isolated data
Inefficient wealth consolidation workflows that hinder strategic flexibility
Strategic flexibility constrained by manual wealth consolidation
Limited visibility across global assets and entities
Evolving compliance and reporting requirements
Inflexible technology that limits operational scalability
Vendor overload and integration headaches
Data security and privacy concerns

The solution that connects, clarifies and scales

FamilySight is more than a technology platform—it's the control tower that oversees and operates your entire family office ecosystem.

Strategic solutions we deliver:

Unified data aggregation across financial, tax and investment systems
Customizable reporting with real-time dashboards and performance insights
Seamless integration with leading platforms through secure APIs (application programming interfaces)
Automated workflows and confidential data exchange
Built-in compliance tools to meet regulatory and reporting requirements
Scalable architecture with role-based access controls
Integration with myRSM Tax for personalized dashboards, real-time tax compliance tracking and enhanced planning capabilities

Built to integrate with the platforms that power your family office

RSM works with a broad range of leading family office technology providers to enable seamless integration across your ecosystem. FamilySight is designed to connect with many commonly used platforms—creating a unified, real-time view of your operations.

How it works

We start with a personalized digital capabilities analysis and co-develop a roadmap to align your technology with your goals. Our advisors combine deep industry knowledge with hands-on technology experience to deliver solutions that work in the real world.

Assess: Evaluate your current systems and goals.
Design: Cocreate a tailored roadmap.
Implement: Integrate, optimize and support.
Scale: Evolve with your needs.

Whether you need a full-stack transformation or implementation support for existing systems—including integration, onboarding and managed services—FamilySight adapts to your structure and scales with you securely, efficiently and seamlessly.

Key services include:

Technology assessment
Solution selection
Implementation and integration
Managed services and support

Why RSM

We know family offices—how they operate, what they value and where technology can make the biggest impact.

With services ranging from tailored implementation to ongoing support, we help you simplify operations, enhance transparency and future-proof your technology, so you can focus on what matters most: your family’s legacy. Our proprietary tools within myRSM Tax, our tax technology ecosystem, provide family offices with tailored tax insights, helping them stay ahead of compliance and planning needs. We offer:

Deep family office experience
Extensive experience implementing transformative technologies
Purpose-built tools for family office operations
White-glove service with dedicated relationship teams
Global trust built on security and compliance

Frequently asked questions

: Technology is a strategic enabler for modern family offices. It streamlines operations, reduces manual work and enhances data accuracy—freeing up time for higher-value activities. It also improves transparency and collaboration across generations and with external advisors. Most importantly, technology provides a unified view of the family’s wealth, helping guide data-driven decisions around risk, planning and legacy.

Look beyond features—focus on fit. The right technology should align with how your family office operates today and support where you're headed. Key features to consider include:

Real-time data integration
Secure collaboration
Role-based dashboards
Consolidated reporting
Scalable configurations

But most importantly, the technology should adapt to your family office—not the other way around. That means it should be flexible, customizable and able to integrate with the systems and workflows you already rely on.

: Start by defining your target state—what do you need to see, manage and make decisions about? Then assess where current tools fall short. We guide family offices through this process and recommend vetted solutions that integrate seamlessly with FamilySight, including Arch, Masttro, Orca and others in your broader ecosystem.

: Yes. Even if you’ve already invested in tools like Arch, Sage Intacct or Addepar, we can help optimize integration, reporting and coordination without reinventing the wheel. FamilySight can act as the bridge that connects and enhances your existing systems.

: Not at all. FamilySight is designed to be flexible—whether you're filling a small gap or building a full-stack solution. Every family office is different, and our approach reflects that. We’ll help you find the right fit, with a process that’s collaborative, tailored to your objectives and focused on building a more resilient family office.

Timely insights and perspectives

FamilySight works with multiple RSM services and solutions that can help you across the full range of your family office needs.

Meet our FamilySight leaders

Contact us

Let's discuss how we can streamline your operations, enhance reporting capabilities and integrate your technology stack for efficiency.

2024 Family Office Operational Excellence Report

Gain insights from 100 family offices on technology integration, cyber risk, strategic outsourcing and other drivers behind the journey toward operational excellence.

Dive into the data

"We have decided to reduce unnecessary costs and optimize resource allocation to enhance overall operational efficiency."

- North American Family Office

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RSM Canada LLP is a limited liability partnership that provides public accounting services and is the Canadian member firm of RSM International, a global network of independent assurance, tax and consulting firms. RSM Canada Consulting LP is a limited partnership that provides consulting services and is an affiliate of RSM US LLP, a member firm of RSM International. The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmcanada.com/about for more information regarding RSM Canada and RSM International.

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